Investor Presentaiton
Industries supporting Mexico's real estate sector
FIBRA
Macquarie
México
Ecommerce sales growth (US$bn)¹
Ecommerce sales growth (2019 -
2022): MXN: 28% | USD: 27%
CAGR 57%
69
65
101
Auto parts sector at record levels (US$bn)²
Domestic Market
Exports
% Change YoY
30%
17%
20%
13%
6%
6%
1%
2%
2%
7%
1%
-19%
87
82
78
60
51
MACQUARIE
8%
88
116
107
97
88
98
88
90
90
91
95
79
10
41
24
26
20
15
1
1
2
3
4
4
4
6
8
10
62
52
58
65
55
68
898
71
71
73
79
19
81
65
55
89
79
46
38
26
24
22
13
14
19
19
18
18
17
14
16
18
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023F 2024F 2025F
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023E
High growth industries 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 (2023) and Euromonitor "E-commerce in Mexico" (March 2021).
2. Source: INEGI and Industria Nacional de Autopartes (June 2023).
880088
Medical device manufacturing
Accelerating due to reduced reliance on China, nearshoring and
aging population
EV & Auto
USMCA driving increase in regional content
EV supply chain proving resilient
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