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
30%
17%
6%
6%
1%
Exports
% Change YoY
20%
2%
26
2%
7%
13%
1%
-19%
Ecommerce sales growth (2019 -
2020): MXN: 61% | USD: 44%
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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
2022E
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" (March 2021).
2. Source: INEGI and Industria Nacional de Autopartes (January 2023).
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Medical device manufacturing
Accelerating due to reduced reliance on China, nearshoring and
aging population
Automotive
USMCA driving increase in regional content
EV supply chain proving resilient
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