The Fibras that have suffered the least during the pandemic have been those that have chosen to invest in the industrial sector, due to the investments derived from the T-MEC and the boom in e-commerce in the last year.
Prologis is an example. The HR Ratings agency estimates that the trust portfolio will expand by 9.7% by 2026, reaching 44.2 million square feet, with a projected occupancy of 97.7%.
The outlook also points to a positive development on the financial axis. The company is expected to have a flow of energy with 3.2% growth in the average annual rate for the same year, equivalent to 3,309 million pesos.
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The rent per square meter will also grow 5.2%, estimates HR Ratings.
The industrial sector has been very dynamic in recent months, especially in the center and north of the country.
This is related to the growth of electronic commerce, which during 2020 had an increase of 81% compared to the previous year, reaching a historical market value of 316 billion pesos.
At the national level, the largest applicant is Monterrey. At the end of August this year, 100,000 square meters were requested, concentrating 20% of what is required throughout the country, says the consulting firm Solili.
Of interest: Industrial developers benefited from the boom in built to rent in Mexico
"The growth in the participation of Monterrey's demand in the national total advances quarter by quarter, being 12% at the end of 1Q2021, 18% at the end of 2Q2021," he details.
In total, in Mexico during the third quarter of the year, there was a gross demand of half a million square meters.
In Solili you can consult industrial warehouses available in Ciudad Juárez, Tijuana and Saltillo