Fibras and industrial CKDs have been the ones that have reported the most activity during 2022, they have managed to outperform instruments with assets made up of other segments.

An example of this is the activity that has been monitored on the main investment trusts at the national level. In the case of Prologis and Terrafina, their portfolio is made up entirely of industrial properties where both trusts exceed 3.9 million square meters.

Fibra Prologis in its results report for the first quarter of 2022 highlights acquisitions for more than 68 million dollars with 50% of its portfolio with sustainable certification and an occupancy of 97.6% during the period.

In entities such as Mexico City, Monterrey and Ciudad Juárez confirmed the start of lease contracts for 158 thousand square meters.

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Terrafina, which has 289 industrial properties, indicates at the end of 1Q 2022 an occupation of 96.1% consolidated in its properties that occupy 16 states.

At the same time that it financed 89 million dollars from the 2022 bond, it announced the development of three Class A industrial properties, in a first project made to measure for two warehouses located in Ciudad Juárez with a total of 60.3 thousand square meters leased by a tenant with a ten-year contract and another project in Apodaca, Monterrey with 14.2 thousand square meters of net profitable area.

For its part, Fibra Uno reported during 1Q 2022 that they delivered a total of 36.4 thousand square meters of prime logistics warehouses; which include an expansion in Tijuana Pacífico II, Tijuana Alamar VII and Tultitlán II, as well as the partial delivery of phase 3 in Tepozpark.

Fibra Macquaire is also listed in the 2022 movements and has 236 industrial properties totaling 3.2 million square meters, of which 86.7% corresponds to industrial properties. In February, the trust added two new developments from the industrial segment to its portfolio, located in Apodaca, Nuevo León and in the metropolitan area of Mexico City, which together add up to a gross leasable area of 85.4 thousand square meters.

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However, the industrial demand mainly in the more institutional markets such as Monterrey, Mexico City, Tijuana or Ciudad Juárez, and Querétaro or Guanajuato, in the Bajío has been influenced by the investment trusts that have had an outstanding participation in the activity registered at the beginning of the year.

In the midst of a highly inflationary scenario, these alternative financing instruments are expected to increase their growth potential in the short term by 2022 by combining access to a greater amount of funds for the developer and greater knowledge and clarity of information for consumers and investors who compete in this market.