May 3, 2025 MexicoCRE - MexicoFDI - Newsletter Edition

📖 From the Editor

Mexico's Industrial Real Estate Boom: Record Exports, Major Investments, and Strategic Growth

In a remarkable display of economic resilience and growing investor confidence, Mexico's industrial real estate sector continues to thrive amidst record-breaking export performance and significant foreign investment announcements. With exports growing 9.6% in March 2025 and major players like Unilever committing substantial investments, the country's position as a premier nearshoring destination strengthens further, supported by strategic government initiatives and infrastructure developments.

📈 Record-Breaking Export Performance Signals Strong Economic Growth

Mexico's export sector demonstrated exceptional performance in March 2025, with exports growing by 9.6%, showcasing the country's economic resilience and strengthening position in global trade. This growth comes despite recent tariff adjustments, particularly in the automotive sector, highlighting Mexico's competitive advantage in international markets.

• Total export value reached a record high for any March in history

• Growth driven by manufacturing sector performance

• Automotive sector showing particular strength despite tariff adjustments

• US-Mexico trade relations remain robust under USMCA framework

💰 Major Investment Announcements

Unilever's Historic Investment

In a significant vote of confidence in Mexico's market potential, Unilever has announced a massive 30 billion peso investment in the country. This investment represents one of the largest commitments by a consumer goods company in recent years and signals strong foreign investor confidence in Mexico's economic future.

Fermaca Dreams' Strategic Investment

Fermaca Dreams has also joined the investment wave, demonstrating continued interest in Mexico's industrial development potential. Their investment adds to the growing portfolio of foreign direct investment in the country's industrial sector.

MEOR's Industrial Park Acquisitions

MEOR has made strategic moves in the industrial real estate market through significant industrial park acquisitions, further consolidating the sector's growth and development potential.

🏗️ New Industrial Development Projects

Tehuacán Industrial Park Development

A new industrial park development in Tehuacán is set to expand Mexico's industrial real estate inventory, adding significant capacity to meet growing demand from manufacturing and logistics operations.

📋 Policy Updates and Government Initiatives

"Plan México" International Launch

The Mexican government has launched the internationalization of "Plan México," a comprehensive economic development strategy aimed at:

• Creating 1.5 million additional jobs

• Increasing investment to 25% of GDP

• Strengthening internal market development

• Boosting national production capacity

• Enhancing energy and food sovereignty

Automotive Sector Tariff Adjustments

Recent adjustments to automotive sector tariffs have positioned Mexico advantageously, particularly under the USMCA framework. According to Economy Secretary Marcelo Ebrard, these changes maintain Mexico's competitive edge in the automotive sector, with special considerations for vehicles containing 85% or more USMCA-originating content.

📊 Guadalajara Market Metrics and Construction Pipeline

Current Market Context:

• Total industrial inventory: 7.07 million m²

• Vacancy rate: 2.98%

• Average price: $6.56 USD/m²

• Active construction: 693,444 m²

Current Market Performance

• Net absorption: 128,146 m²

• Pre-leased space under construction: 242,504 m²

• Construction pipeline: Over 1.8 million m²

Key Development Corridors

1. El Salto-Tlajomulco-Ixtlahuacán (ES-TL-IM)

   • Under construction: 524,446 m²

   • Future pipeline: 913,193 m²

2. Zapopan Norte

   • Under construction: 130,004 m²

   • Future pipeline: 536,869 m²

🔮 Market Outlook

The combination of strong export performance, significant foreign investment announcements, and robust development pipeline suggests continued growth in Mexico's industrial real estate sector. With low vacancy rates at historic and substantial pre-leasing activity. The implementation of "Plan México" and strategic positioning in global trade agreements further reinforces Mexico's attractiveness as a premier nearshoring destination.

The current market dynamics, supported by government initiatives and private sector confidence, position Mexico favorably for continued industrial real estate growth throughout 2025 and beyond. With over 1.8 million square meters in the development pipeline and strong pre-leasing activity, the sector is well-positioned to meet the growing demand from both domestic and international occupiers.

🔎🌎 Looking Ahead

Mexico's industrial landscape is poised for continued growth, driven by nearshoring trends and strategic advantages in manufacturing. The country's resilience in navigating global trade challenges, coupled with significant infrastructure investments, suggests a promising future for investors and businesses alike. Key factors to watch:

• Implementation of new USMCA provisions

• Development of regional manufacturing hubs

• Evolution of nearshoring trends post-2024

☎️ CONTACT US

DiscoveryCRE is Mexico's Premier Commercial Real Estate Liaison Specializing in Nearshoring and Industrial Tenant Site Selection. We help companies make informed SITE SELECTION decisions. Manufacturing and Logistics Operations.

When nearshoring to Mexico, having the right partner makes all the difference. Our team primarily represents industrial tenants and buyers providing expert site selection and facility acquisition for manufacturing and logistics companies across Mexico.

Ready to simplify your Mexico expansion?

USA and Canada Toll free number 1 (800) 603-3460
Mexico Toll Free number 800 099 1437
Guadalajara Telephone number +52 33 3348 2317
[email protected]

Thank you for reading our edition of the MexicoCRE Newsletter. Stay tuned for more updates and investment opportunities! 🙏