Investor Presentaiton
MACQUARIE
Fundamentals supporting Mexico's real estate
sector
-
Ecommerce sales growth (2010 – 2025, US$bn)¹
FIBRA
Macquarie
México
Auto parts sector recovery to continue in 2023 (US$bn)²
Ecommerce sales growth (2019 -
2022): MXN: 28% | USD: 27%
CAGR 57%
41
14
65
101
51
Domestic Market
Exports
% Change YoY
30%
17%
20%
6%
6%
1%
2%
2%
7%
13%
1%
5%
-19%
107
113
80
97
98
87
88
90
91
95
79
89
52
62
58
65
68
71
73
79
81
79
65
78
88
82
60
60
26
20
15
1
1
2
3
4
4
4
6
8
10
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
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 (2023) and Euromonitor "E-commerce in Mexico" (March 2021).
2. Source: INEGI and Industria Nacional de Autopartes (March 2023).
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
8View entire presentation