Investor Presentaiton
Dynamic market fundamentals supporting
growth
FIBRA
Macquarie
México
O
MACQUARIE
Growth of ecommerce logistics, nearshoring & Mexico's favorable position in the global
supply chain provide strong tailwinds to the industrial real estate sector.
Do
Increased
competitiveness Location
Competitiveness
and reliability of
Mexican exports as
a result of regional
trade alliances such
as USMCA and
increasing tensions
in global trade that
result in increased
tariffs and
sanctions to other
countries
Proximity to
customers &
markets means
favorable shipping
times, costs,
convenience
Labor
Access to a skilled,
competitive and
young labor market
Resilience
Increase in
warehousing
requirements to
support additional
inventory and
increasing supply
chain resiliency
whilst minimizing
the impact of
supply chain
disruptions and
trade conflicts
Supply
Constrained supply
driven by a high
market occupancy,
high net absorption
and limited land
availability paired
with disciplined
supply under
construction
Ecommerce
Increasing demand
from logistics users
driven by the
accelerated growth
in ecommerce sales
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