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Investor Presentaiton

O MACQUARIE Fundamentals supporting Mexico's real estate sector - Ecommerce sales growth (2010 – 2025, US$bn)¹ FIBRA Macquarie México Auto parts sector recovery to continue in 2022 (US$bn)² CAGR 42% Domestic Market Exports % Change YoY 30% 20% 17% 6% 6% 1% 2% 2% 7% 11% 1% -19% Ecommerce sales growth (2019 - 2020): MXN: 61% | USD: 44% 105 81 57 40 40 28 20 15 1 1 2 3 4 4 4 6 8 10 78 28 82 60 51 88 87 88 88 90 97 98 90 91 98 95 56 79 62 52 58 59 65 88 87 68 71 73 79 81 79 65 46 38 26 24 22 19 13 14 19 18 18 17 14 16 18 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022F 2023F 2024F 2025F 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022F High growth industries continuing to increase their presence in Mexico Ecommerce logistics Increasing penetration of ecommerce drive demand for logistics real estate Electronics manufacturing Competitive tensions between US and China is structurally changing electronics supply chain 1. Source: AMVO (2022) and Euromonitor "E-commerce in Mexico" April 2021. 2. Source: INEGI and Industria Nacional de Autopartes. 880088 Medical device manufacturing Accelerating due to reduced reliance on China, nearshoring and aging population Automotive USMCA driving increase in regional content 8
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