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SMI - GERAL Q4 2025
+3.25 % 370.88
=
INCOME RETURN
+2.22 % +
APPRECIATION RETURN
+1.03 %
USD / MXN
0.00 % 17.35
GDP (Quarterly, Millions)
-1.24 % 29,325,765.23 PTS
CPI
0.00 % 4.45 PTS
Reference Rate
0.00 % 6.50 PTS
Closing IPC
-1.78 % 67,976.50 PTS
UDIs
0.00 % 8.84 PTS

Premiums or Discounts? The State of Real Estate Investing in the U.S. and Mexico

  • Industrial properties within REITs in the United States have remained stable or even traded at a premium, indicating their value has not been significantly impacted by the pandemic.
  • In Mexico, industrial properties with strategic locations continue to attract investors despite challenges in other sectors.
The pandemic affected the real estate sectors in Mexico and the United States. Photo: Mailson Pignata
The pandemic affected the real estate sectors in Mexico and the United States. Photo: Mailson Pignata
02/09/2021
The COVID-19 pandemic has had a profound impact on real estate investing in both the United States and Mexico. One notable trend is the resilience of the industrial sector in both countries. Industrial properties, particularly those aligned with e-commerce, Last Mile delivery, and Nearshore Manufacturing, have demonstrated strong performance and remained attractive to investors.

In the United States, industrial properties within Real Estate Investment Trusts (REITs) have shown stability and, in some cases, traded at a premium. This indicates that the value of these properties has not been significantly affected by the pandemic. The increased demand for logistics and distribution centers, driven by the surge in e-commerce and changing consumer behaviors, has contributed to the sector's strength.

Similarly, in Mexico, the industrial sector has proven its resilience amidst the challenges posed by the pandemic. Properties with strategic locations suitable for e-commerce and manufacturing have continued to be sought after by investors. Despite disruptions in other sectors such as retail, lodging, and office spaces, industrial properties have demonstrated their adaptability and emerged as an attractive investment opportunity.

Overall, the industrial sector has emerged as a key player in real estate investing in both the United States and Mexico. Its ability to withstand the challenges of the pandemic and its alignment with the changing dynamics of the retail landscape have positioned it as a promising investment option for the future. As investors navigate the post-pandemic era, the industrial sector's strength and resilience make it a compelling choice in the real estate market of both countries.

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ABOUT SiiLA

Founded in 2015, SiiLA is the industry leading REsource for comprehensive commercial real estate market insights, news and events across Latin America. The SiiLA suite of innovative products drive greater accuracy, efficiency, and strategic advantages for top players in the commercial real estate industry.

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Transactions


José Carlos Elizondo leads Voit, which recently added office space at Centro Corporativo del Parque in Insurgentes. Photo: SiiLA.
Voit Changes the Playing Field: Competition Moves Beyond the Point of Sale
Wu Kouyue leads Xusheng Leoch Battery, one of the companies that absorbed the most industrial space in Q1 2026. Photo: SiiLA.
Absorption Falls, Not Demand in Mexico’s Industrial Market

Nearshoring

Hichem Elloumi leads COFICAB, an automotive wiring company, and one of the auto parts firms that absorbed the most industrial space in Q12026. Photo: SiiLA.
Between Importing and Exporting: Mexico Does Not Substitute Auto Parts, It Needs Them to Export
James Li leads Honor, which absorbed space in Hofusan in 2026. Photo: SiiLA.
Hofusan and the Limits of Asia’s Industrial Model in Mexico

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