Investor Presentaiton
Fundamentals supporting Mexico's real estate
sector
FIBRA
Macquarie
México
Ecommerce sales growth (2010 - 2025, US$bn)¹
MACQUARIE
Auto parts sector recovery to continue in 2022 (US$bn)2
Domestic Market
Ecommerce sales growth (2019 -
2020): MXN: 61% | USD: 44%
CAGR 42%
81
57
40
40
30%
17%
6%
6%
1%
2%
2%
87
78
82
88
88
Exports
% Change YoY
26
76
21%
7%
1%
86
6%
-20%
90
97
98
99
90
91
95
99
78
60
51
28
52
52
58
65
59
68
88
71
73
79
81
20
15
55
65
79
79
100
1
1
2
3
4
4
4
6
8
10
38
46
26
24
22
13
14
19
19
18
18
17
13
16
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
880088
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, FY 2021.
Medical device manufacturing
Accelerating due to reduced reliance on China, nearshoring and
aging population.
Automotive
USMCA driving increase in regional content.
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