Already in the final stretch of the closing of 2021, the panorama of the Mexican industrial sector has managed to sign up a year of great achievements even in the midst of the complex situation of the distribution of supplies and merchandise at the international and national level, seasoned by the projected inflation escalation. in 2022.

Industrial developers who have invested in Mexican land are aware of the opportunities that are precisely enhanced by situations such as those that have occurred during the last two years where the strongest and most skilled groups in knowing how to interpret the market have managed to strengthen the position of their portfolios and markets.

Larger and more sophisticated markets for industrial investment such as Ciudad de México and Monterrey manage to exceed inventories of 16.5 and 13.2 million square meters by November 2021, respectively. Although in relation to the accumulated demand in the 11 months since 2021, both entities take the lead at the national level with figures that exceed one million square meters.

The second group of cities in terms of inventory size and accumulated demand throughout 2021 are Tijuana, Ciudad Juárez y Saltillo with 7.7, 6.6 and 4.3 million square meters, respectively. And it is these same cities, together with the capital and Monterrey, that lead the industrial demand from January to November 2021.

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Other markets, such as the leaders of Bajío, Querétaro and Guanajuato, register at the end of November 2021 industrial inventories that exceed 5 million square meters, whose accumulated demands will be higher than 325 and 292 thousand square meters by the end of 2021, respectively.

An interesting attraction for the capitals that go to Mexico is the wide range of sectors that have been developing during this year. The strength of manufacturing associated with the expansions in the border area and the Bajío are important triggers that manage to bring together various investor groups that compete strongly to achieve their portfolio objectives.

The logistics issue and the impulse of electronic commerce throughout 2021 has been another trigger in the demand for land and industrial properties near the main cities such as Mexico City, Guadalajara and several northern cities that registered important transactions.

Another catalyst for the investor is the rental price that is projected for the coming 2022, in the midst of an escalation in world inflation and that directly affects Mexico due to the broad correlation with the American economy where we have seen a significant injection of resources who seek to activate their neighbor to the north after the pandemic.

Precisely the scenario of high volatility of variables such as the exchange rate and inflation in the midst of industrial markets that increasingly close the gap in vacancies are the propitious scenario for the projection of growth in rental prices in the short and medium term, with guaranteed dollarized income for the most prominent industrial portfolios in Mexico.

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Likewise, the main industrial trusts in Mexico favored themselves in the midst of the pandemic to renegotiate their debt profiles at the same time that they reviewed the advantages and strengths of their portfolio assets, so we saw multiple movements of incorporations and divestments in the main Fibras and institutional investors from the country.

Cases such as the Prologis projections, reported in the press in December 2021, indicate that it points to a growth of its portfolio by 10% in 2026, anticipating a cash flow from the real estate company that will grow at an average annual growth rate of 3.2 %, equivalent to 3,309 million pesos by 2026.

And like Prologis, the rest of the industry's competitors project significant growth and changes in their industrial facilities that will make the Mexican industrial market even more interesting in 2022, where in the end tenants and companies that will achieve better spaces in the middle are favored. a high institutional framework of the market.