The real estate market linked to logistics and manufacturing is very active, with great demand and a rebound in rental prices after the pandemic, in a segment where Fibra Prologis (FIBRAPL) participates with two thirds of its portfolio.

In addition, the strategic position of Mexico with the United States, when China was closed and at the same time serious problems arose in global supply chains, manufacturing companies began to seek to be close to their final consumer.

This situation favored Mexico, because through nearshoring it captured many companies that brought their production closer to the United States and where this phenomenon has benefited the demand for real estate spaces and has raised rental prices.

In general, this is what has been happening to industrial land and spaces, positioning Mexico to be able to harvest this unique opportunity, said Jorge Girault, Director of Finance of Fibra Prologis.

Problems in global supply chains are not an issue that will go away in 2022 or 2023; we observe that companies, instead of remaining global, are regionalizing, because transportation costs are increasingly higher and they must be closer to the final consumer, also due to labor issues in the United States, where the case, for example, in California, that there are no drivers to move cargo trucks from the Los Angeles airport, Girault pointed out.

Check here: FIBRAS advance in niche markets in Mexico

But Mexico must have all the necessary and appropriate conditions to take advantage of the situation that arises, such as the rule of law, electricity, licenses and permits.

Fibra Prologis' strategy is developed on markets where there are certain particular characteristics, such as land scarcity, that are diversified, and that are not concentrated in a single client or industry, such as Mexico City , Guadalajara, Monterrey, Tijuana, Juárez and Reynosa.

Another element of the strategy is the customer focus, keeping two thirds in customers that have to do with logistics, consumption and electronic commerce and another remaining third is focused on manufacturing.

Of interest: Current challenges facing the fiber market in Mexico

The business model is another differentiating element since Prologis is the only company where the Sponsor, a global company, the largest American Real Estate Investment Trust (REIT) in the industrial world that invests, develops and manages industrial properties, is also listed on the stock market and has 47% of Fibra Prologis, Girault said.

Therefore, this trust has aligned the interests of all the investors. Therefore, the interest is not only the fees that you are going to receive, but the value that you are going to deliver to the investors, because you are interested in the value of the certificate.

There are many factors that influence the performance of this company, that focus on providing information and tools so that people can take care of and understand what is happening inside the trust, allowing good acceptance by investors.

In Solili you can consult industrial warehouses available in Saltillo, Tecate and Mexicali

Original note