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Mexican (IPC) Real Estate Sector Analysis

UpdatedJun 11, 2026
DataAggregated Company Financials
Companies21
  • 7D-0.3%
  • 3M5.7%
  • 1Y13.3%
  • YTD5.2%

Over the last 7 days, the Real Estate industry has dropped 1.3%, driven by pullbacks in Fibra UNO and Fideicomiso Irrevocable No. F/3277 en Banco Invex S. A. Institución de Banca Múltiple INVEX Grupo of 2.4% and 3.8%, respectively. This takes the industry's 12 month performance to a gain of 12%. Looking forward, earnings are forecast to grow by 1.6% annually.

Sector Valuation and Performance

Has the Mexican Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 11 Jun 2026Mex$612.2bMex$94.7bMex$58.8b8.4x10.4x6.5x
Sat, 09 May 2026Mex$618.2bMex$101.5bMex$62.4b8.5x9.9x6.1x
Mon, 06 Apr 2026Mex$594.4bMex$100.8bMex$59.7b8.8x10x5.9x
Wed, 04 Mar 2026Mex$588.9bMex$100.4bMex$59.0b8.3x10x5.9x
Fri, 30 Jan 2026Mex$598.3bMex$106.4bMex$57.7b9x10.4x5.6x
Sun, 28 Dec 2025Mex$587.4bMex$106.5bMex$57.8b8.9x10.2x5.5x
Tue, 25 Nov 2025Mex$577.9bMex$106.7bMex$57.8b9x10x5.4x
Thu, 23 Oct 2025Mex$566.8bMex$104.9bMex$65.0b7x8.7x5.4x
Sat, 20 Sep 2025Mex$575.3bMex$104.9bMex$65.2b7.4x8.8x5.5x
Mon, 18 Aug 2025Mex$555.9bMex$105.3bMex$65.9b7x8.4x5.3x
Wed, 16 Jul 2025Mex$552.6bMex$100.8bMex$71.1b7.6x7.8x5.5x
Fri, 13 Jun 2025Mex$564.4bMex$99.3bMex$68.4b8.2x8.2x5.7x
Sun, 11 May 2025Mex$549.3bMex$99.0bMex$69.0b7.2x8x5.5x
Tue, 08 Apr 2025Mex$462.1bMex$91.6bMex$74.8b7.3x6.2x5x
Thu, 06 Mar 2025Mex$534.1bMex$90.2bMex$77.9b6.8x6.9x5.9x
Sat, 01 Feb 2025Mex$532.9bMex$83.4bMex$73.3b8x7.3x6.4x
Mon, 30 Dec 2024Mex$507.1bMex$81.8bMex$71.9b7.3x7.1x6.2x
Wed, 27 Nov 2024Mex$514.5bMex$81.9bMex$72.0b7.3x7.1x6.3x
Fri, 25 Oct 2024Mex$510.0bMex$79.2bMex$74.7b5.5x6.8x6.4x
Sun, 22 Sep 2024Mex$505.9bMex$78.6bMex$71.9b7x7x6.4x
Tue, 20 Aug 2024Mex$525.1bMex$78.5bMex$71.6b6.9x7.3x6.7x
Thu, 18 Jul 2024Mex$511.7bMex$77.9bMex$69.4b5.5x7.4x6.6x
Sat, 15 Jun 2024Mex$503.4bMex$78.1bMex$69.7b5.6x7.2x6.4x
Mon, 13 May 2024Mex$529.7bMex$77.7bMex$68.3b6x7.8x6.8x
Wed, 10 Apr 2024Mex$541.2bMex$75.6bMex$61.6b6.5x8.8x7.2x
Fri, 08 Mar 2024Mex$538.1bMex$78.7bMex$64.0b7.2x8.4x6.8x
Sun, 04 Feb 2024Mex$642.8bMex$87.2bMex$71.5b9.5x9x7.4x
Tue, 02 Jan 2024Mex$656.0bMex$87.2bMex$68.7b9.5x9.6x7.5x
Thu, 30 Nov 2023Mex$613.8bMex$87.2bMex$68.8b8.9x8.9x7x
Sat, 28 Oct 2023Mex$610.9bMex$86.9bMex$66.3b9.1x9.2x7x
Mon, 25 Sep 2023Mex$600.9bMex$85.0bMex$61.6b10.8x9.8x7.1x
Wed, 23 Aug 2023Mex$603.3bMex$77.1bMex$57.3b11.4x10.5x7.8x
Fri, 21 Jul 2023Mex$588.6bMex$75.9bMex$56.6b11.3x10.4x7.8x
Sun, 18 Jun 2023Mex$585.0bMex$75.7bMex$56.5b11.1x10.3x7.7x
Price to Earnings Ratio

10.3x


Total Market Cap: Mex$585.0bTotal Earnings: Mex$56.5bTotal Revenue: Mex$75.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Real Estate Sector Price to Earnings3Y Average 8.6x202420252026
Current Industry PE
  • Investors are optimistic on the Mexican Real Estate industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 10.4x which is higher than its 3-year average PE of 8.6x.
  • The industry is trading close to its 3-year average PS ratio of 6.3x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 7.8% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Mexican Real Estate sector?

MX Market-2.57%
Real Estate-0.35%
Industrial REITs1.32%
Hotel and Resort REITs0.053%
Office REITs0%0
Real Estate-0.30%
Retail REITs-0.33%
REITS-0.53%
Specialized REITs-4.02%
Industry PE
  • Investors are most optimistic about the Industrial REITs industry which is trading above its 3-year average PE ratio of 8.0x.
    • Analysts are expecting annual earnings growth of 18.6%, which is higher than its past year's earnings decline of 51.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hotel and Resort REITs industry, expecting annual earnings growth of 72% over the next 5 years.
  • In contrast, the Retail REITs industry is expected to see its earnings decline by 26% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
FIBRAMQ 12 FIBRA Macquarie MéxicoMex$43.675.8%
+Mex$1.9b		37.4%PB0.8x
FIBRAPL 14 FIBRA PrologisMex$80.510.8%
+Mex$1.1b		16.6%PB1.1x
FNOVA 17 Fibra NovaMex$45.952.0%
+Mex$546.3m		72.4%PB1.6x
STORAGE 18 FIBRA StorageMex$25.004.1%
+Mex$258.1m		21.5%PB0.9x
DANHOS 13 Fibra DanhosMex$27.140.4%
+Mex$177.5m		5.2%PB0.7x

Latest News

VESTA *
Mex$58.77
Corporación Inmobiliaria Vesta. de
7D
-0.5%
1Y
10.6%
FIBRAPL 14
Mex$80.51
FIBRA Prologis
7D
0.8%
1Y
16.6%
Narrative Update • Jun 06

FIBRAPL 14: Future Cash Distributions And Asset Mix Will Shape Total Returns

Analysts have lifted their MX$ fair value estimate for FIBRA Prologis from about MX$83.63 to roughly MX$84.41, citing revised assumptions on discount rates, revenue growth, profit margins and future P/E. This is consistent with the recent MX$4 price target increase reported in Street research.
FUNO 11
Mex$28.35
Fibra UNO
7D
-1.6%
1Y
7.9%
Narrative Update • Jun 05

FUNO 11: Execution Risks And Compressed Margins Will Likely Pressure Future Earnings

Analysts trim their MX$ fair value estimate for Fibra UNO to MX$25.63 from MX$26.48 as updated assumptions point to lower revenue growth, a narrower profit margin, and a higher future P/E multiple. Analyst Commentary Recent research on Fibra UNO highlights a more cautious tone among some bearish analysts, which aligns with the trimmed MX$ fair value estimate to MX$25.63.
DANHOS 13
Mex$27.14
Fibra Danhos
7D
0.4%
1Y
5.2%
Narrative Update • Jun 05

DANHOS 13: Index Removal And Stable Assumptions Will Support Future Returns

Analysts have maintained their MX$31.38 price target for Fibra Danhos, citing slightly adjusted assumptions for revenue growth, profit margins and future P/E as the main reasons for holding the line on valuation. What's in the News Fibra Danhos was removed from the FTSE All-World Index (USD), according to a Key Developments update.
FIBRAMQ 12
Mex$43.67
FIBRA Macquarie México
7D
5.8%
1Y
37.4%
Narrative Update • Jun 05

FIBRAMQ 12: Tender Offer Resolution Will Support Future Upside Potential

Analysts have nudged their MX$74.18 price target on FIBRA Macquarie México to MX$76.00, reflecting updated views on discount rate, growth and margin assumptions following recent, more cautious Street research. What's in the News Fibra Mty, S.A.P.I. de C.V. expressed an intention to acquire FIBRA Macquarie México for MX$36b on March 18, 2026 via a tender and exchange offer for up to 100% of its outstanding CBFIs, with an initial exchange ratio of 3 Fibra Mty CBFIs for each 1 FIBRA Macquarie CBFI and an implied price of MX$43.92 per FIBRA Macquarie CBFI, plus an option for cash consideration of MX$41 per CBFI, subject to a maximum aggregate cash amount of approximately MX$8.294m.
NEXT 25
Mex$93.75
Nearshoring Experts & Technology S.C
7D
-0.6%
1Y
n/a
FVIA 16
Mex$20.09
Infraestructura Viable de
7D
-0.1%
1Y
n/a
STORAGE 18
Mex$25.00
FIBRA Storage
7D
4.1%
1Y
21.5%
FMTY 14
Mex$14.13
Fibra MtyP.I. de
7D
0.3%
1Y
6.7%
FNOVA 17
Mex$45.95
Fibra Nova
7D
2.0%
1Y
72.4%
FSHOP 13
Mex$11.92
Fibra Shop
7D
-0.3%
1Y
35.9%
FINN 13
Mex$5.00
Fideicomiso Irrevocable db/1616
7D
1.0%
1Y
-5.7%
FIHO 12
Mex$7.66
FibraHotel
7D
-0.5%
1Y
-10.0%
FIBRAHD 15
Mex$2.40
Fideicomiso Irrevocable No. F/1523
7D
2.1%
1Y
7.1%
FEXI 21
Mex$17.84
México Infrastructure Partners F1P.I. de
7D
-7.0%
1Y
-8.7%
EDUCA 18
Mex$53.90
Fideicomiso Irrevocable No. F/3277 en Banco Invex S. A. Institución de Banca Múltiple INVEX Grupo
7D
-3.8%
1Y
n/a