MexicoCRE Newsletter - 1Q2025 Edition

Welcome to this edition of the MexicoCRE newsletter! We bring you updates and insights from key players, major investments and Developments shaping Mexico's Commercial Real Estate Landscape

Walmart Announces Landmark $6 Billion Investment in Mexico

In a major boost to Mexico's retail sector, Walmart has unveiled an ambitious $6 billion USD investment plan for 2025. The retail giant will expand its footprint across Mexico with new store openings and state-of-the-art distribution centers. This massive investment will create over 5,500 new jobs, adding to Walmart's existing workforce of 200,000 in Mexico. The plan includes the construction of two advanced distribution centers in the Bajío region and Tlaxcala, featuring cutting-edge robotics and AI technology.

Jalisco's Industrial Real Estate Boom: $300 Million Investment

The industrial real estate sector in Jalisco is experiencing unprecedented growth with a $300 million USD investment in industrial facilities. The state has achieved record-breaking absorption of industrial space, reaching 540,665 square meters in 2024 - a 37% increase from the previous year. Currently, 633,000 square meters of industrial space are under construction, with 567,000 square meters scheduled for delivery in 2025. This expansion is expected to contribute to a remarkable 2.5% growth in Jalisco's GDP by 2025.

Arca Continental's Strategic $896.1 Million Investment

Arca Continental, a leading Coca-Cola bottler, has announced an 18 billion peso (approximately $896.1 million USD) investment plan for 2025. The investment will be equally distributed between Mexican operations and international markets. The company's strong financial performance is evident in its 11.8% increase in net profit, reaching 19.563 billion pesos in 2024.

Fibra Monterrey's Strategic Acquisition for Mercado Libre

In a significant move for the logistics sector, Fibra Monterrey has acquired a Class A warehouse in León, Guanajuato, for US$105 million. The 82,250-square-meter facility is fully leased to e-commerce giant Mercado Libre. This strategic acquisition is expected to generate approximately US$7.6 million in net operating income during the first year.

PMP Grupo Expands in Nuevo León

PMP Grupo is strengthening its presence in Nuevo León with a US$4 million investment. The company has acquired a 1.7-hectare site in Pesquería, strategically located in the industrial corridor connecting Ternium and Kia. The expansion includes warehouses, cranes, and machinery storage space, along with a showroom for heavy machinery from India.

Domico Med-Device Boosts Guanajuato's Medical Technology Sector

Guanajuato's medical technology sector is receiving a significant boost with Domico Med-Device's expansion. The region's strategic advantages, including its young workforce (median age 29.3 years) and excellent connectivity, make it an ideal location for medical device manufacturing. This expansion is part of an initiative to establish the first medical device cluster outside the border region.

Rainmaker's New Venture in Aguascalientes

Canadian company Rainmaker is establishing a new plant in Aguascalientes with an investment of 60 million Mexican pesos. This strategic move aims to enhance the company's production capabilities and market presence in Mexico, while creating new job opportunities and promoting technological advancement in the region.

Alsea's $300 Million Expansion in the State of Mexico

Alsea, a leading restaurant operator in Latin America and Europe, is investing 300 million pesos in the State of Mexico in 2025. This investment will facilitate the opening of 15 new units across eight municipalities, generating approximately 400 direct jobs. Alsea's expansion reflects its commitment to growth and innovation in the competitive restaurant sector.

This newsletter showcases the dynamic growth and diverse investments across Mexico's commercial real estate sector, reflecting strong confidence in the country's economic potential and strategic importance in North American markets.