At the end of August, the Fibras index closed with an increase of 4.84%, to settle at 232.54 units, supported by a better outlook in the economy and greater appetite of investors for risk assets.
With this rise, the S & P / BMV Fibras spun its second monthly closing of earnings, erasing its annual fall and entering the positive territory, with an advance of 1.97% so far this 2021.
Analysts explain that a recovery environment is perceived for some fibers, especially those in the sector that rents shopping centers. The fibers of the industrial sector maintain strong operations supported by the growth of online commerce.
Check here: Solili Industrial Report August 2021, Frontera concentrates almost 50% of the country's industrial demand
We will have to wait to know the effect of the Delta variant of Covid-19, in addition to the economic environment, with main attention on the issue of inflation and thus evaluate the performance at the end of 2021.
"We keep the industrial sector as the favorite and the commercial sector (both departmental and consumer discretionary) as a favorite, while the office sector we hope to see the inflection point soon, to eventually see a recovery period," said Roberto Solano, coordinator of Stock Market Analysis at Monex.
In addition, he mentioned that some real estate trusts have resumed their investments in recent months, which opens space for them to continue with their growth plans, despite the context of a pandemic.
Of interest: The incipient development of the last mile in Monterrey
Such is the case of Fibra Prologis, Fibra Uno, Fibra Nova, Fibra Storage, Fibra Plus and Fibra Monterrey, who have made acquisitions so far this year; while Fibra Educa negotiates the purchase of an educational institution.
During August, the 10 real estate investment trusts (Fibras) that make up the S & P / BMV Fibras that generated the highest yield for holders of their securities on the Stock Market were Plus, with an increase of 30.8%; Hotel with 17.90%; HD with 12.4%, Danhos with 7.70% and Macquarie with 7.0 percent.
Only Fibra Shop and Fibra Inn, from the commercial and hotel sectors, showed falls of 0.3% and 2.70%, in that order.
In Solili you can check the availability of offices and industrial buildings in Monterrey
Stay up to date with the most important news to the real estate
Subscribe Solili Newsletter