Investor Presentaiton
Dynamic market fundamentals driving growth
FIBRA
Macquarie
México
MACQUARIE
Nearshoring, EV transition and Ecommerce growth are driving Mexico's favorable position
in the global supply chain and providing strong tailwinds to the industrial real estate sector
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Nearshoring
• Increased
competitiveness
of Mexican
exports as a
result of
geographical
location, trade
alliances, and
tensions in global
trade
Real estate
market dynamics
• Constrained
supply driven by
low vacancy and
high rental rate
growth, high net
absorption and
limited land
availability paired
with disciplined
supply under
construction
Demographics
Demographic bonus:
Mexico continues to
benefit from a
relatively young
population, with
57.5% of the
population under the
age of 35
• Labor: Access to a
skilled, competitive
and young labor
market
·
Supply chain
evolution
Resiliency: Migration
from Just-in-Time to
Just-in-Case
inventory
management models
• Regionalization:
Proximity to
customers and
markets means
favorable shipping
times, costs and
convenience
Key industries
• Ecommerce:
Increasing demand
from logistics users
driven by increasing
Ecommerce
penetration
• Auto: Mexico's Auto
industry has pivoted
towards higher
value-add products
and is transitioning
into EV
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