Investor Presentaiton
Executive Summary
3Q23 Key Metrics
$
US$5.79
sqm/m
97.9%
Industrial average rental rates
(+1.2% QoQ; +7.5% YoY)
FIBRA
Macquarie
México
0.7m sqft
Constructed GLA - lease ups in stabilization¹
Industrial occupancy EOP
0 sqft
Constructed GLA - deliveries (not leased) 1
↑
16.3%
(-56 bps QoQ; +84 bps YoY)
Industrial release spread - commercially
negotiated
1.2m sqft
GLA under construction - to be delivered
(3Q23; 13.5% LTM)
Industrial Same Store NOI (US$)
US$44.8m
$
NOI per CBFI
Ps. 1.1878
(+4.1% QoQ; +9.8% YoY)
(US$: +0.1% QoQ; +12.1% YoY)
$
Ps. 174.79
sqm/m
Retail average rental rates
(+1.0% QoQ; +6.1% YoY)
-$-
Ps. 0.6121
AFFO per CBFI
(US$: -2.4% QOQ; +2.3% YoY)
91.7%
Retail occupancy EOP
Ps. 43.2
NAV per CBFI
(+37 bps QoQ; +70 bps YoY)
(+5.2% QoQ; +0.6% YoY)
8.5%
Ps. 134.2m
1. Includes MTY043, building leased up in October 2023
Retail release spread - commercially
negotiated
(3Q23; 9.5% LTM)
Retail Same Store NOI (Ps.)
(+1.8% QoQ; +9.5% YoY)
33.5%
Real Estate Net LTV
(+29 bps QoQ; -72 bps YoY)
MACQUARIE
5.0x
Net Debt/EBITDA
(2023: 5.1x; 3Q22: 5.0x)
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