ZMVM

INDUSTRIAL MARKET  //  A

MONTERREY

INFORMACIÓN

Blue book

The Metropolitan Area of the Valley of Mexico (MAVM)  has great dynamism for the logistics and manufacturing sector, and with the rise of e-commerce, since the pandemic, as well as the new generations that have different consumption dynamics, where they no longer want to go shopping and need to receive their products expeditiously: the urgency of spaces for storage and distribution has become imperative,  as well as generating productive innovation characterized by the fusion of technologies, which will most likely be supported by the so-called smart factories.

This will generate a need for better education and preparation for the country's population, as the industry is transforming and therefore requires a new type of professionals trained in emerging production technologies, who are capable of making a hybrid between operational manufacturing methodologies. Similarly, it should be noted that the new administration will seek to implement measures that not only benefit investors and companies, but also workers in the search for better economic, cultural and social rights for the population or better known as shared prosperity. The arrival of new companies is palpable in different markets of the country, and the MAVM is no exception, as 56% of the demand presented during the first six months of 2024 corresponds to net demand.

This would strengthen a trend that has been seen, but has not been given much echo: until when will Mexico be an affordable country to operate? Between the accelerated increase in the rental prices of industrial warehouses (which by the end of the first half of 2024 averaged $8.3 USD/m²/month), the investment that some companies must make to be able to operate in areas with insufficient infrastructure, as well as the increase in inflation and the payment of higher wages. Even so, it is still a much more viable option than operating in countries such as the US or Canada, so entering this market at the right time will be imperative for companies that wish to take advantage of it, since to date, 50% of the class A warehouses under construction are already pre-leased, leaving an extremely limited availability rate.

COMPARATIVO

INVENTARIO M2
1,322,000

4Q21
1,291,000
DISPONIBILIDAD / OFERTA M2
260,000

4Q21
340,000
TASA DE DISPONIBILIDAD
19.7%

4Q21
26.3%
DEMANDA BRUTA ACUMULADA M2
141,000

4Q21
90,000
PRECIO DE RENTA PROMEDIO (MXN/M2/MES)
$368.6

4Q21
$382.0
TOTAL CONSTRUCCIÓN M2
239,000

4Q21
206,000
TOTAL PROYECTO M2
74,000

4Q21
62,000

TABLA GENERAL

  • SUBMERCADO
  • NÚMERO DE
    EDIFICIOS
  • INVENTARIO
    M2
  • OFERTA
    M2
  • TASA DE
    DESOCUPACIÓN
  • DEMANDA BRUTA
    ACUMULADA
  • PRECIO PONDERADO MXN/M2/MES
  • TOTAL
    CONSTRUCCIÓN M2
  • TOTAL
    PROYECTO M2
  • SUBMERCADO
    CARRETERA NACIONAL
  • NÚMERO DE EDIFICIOS
    4
  • INVENTARIO M2
    23,000
  • OFERTA M2
    1,000
  • TASA DE DESOCUPACIÓN
    5.4%
  • DEMANDA BRUTA ACUMULADA
    5,000
  • PRECIO PONDERADO MXN/M2/MES
    $401.5
  • TOTAL CONSTRUCCIÓN M2
    0
  • TOTAL PROYECTO M2
    10,000
  • SUBMERCADO
    CENTRO
  • NÚMERO DE EDIFICIOS
    12
  • INVENTARIO M2
    159,000
  • OFERTA M2
    30,000
  • TASA DE DESOCUPACIÓN
    19.1%
  • DEMANDA BRUTA ACUMULADA
    13,000
  • PRECIO PONDERADO MXN/M2/MES
    $366.2
  • TOTAL CONSTRUCCIÓN M2
    22,000
  • TOTAL PROYECTO M2
    3,000
  • SUBMERCADO
    CONTRY
  • NÚMERO DE EDIFICIOS
    7
  • INVENTARIO M2
    51,000
  • OFERTA M2
    21,000
  • TASA DE DESOCUPACIÓN
    41.4%
  • DEMANDA BRUTA ACUMULADA
    7,000
  • PRECIO PONDERADO MXN/M2/MES
    $334.1
  • TOTAL CONSTRUCCIÓN M2
    6,000
  • TOTAL PROYECTO M2
    0
  • SUBMERCADO
    MARGÁIN-GÓMEZ MORÍN
  • NÚMERO DE EDIFICIOS
    23
  • INVENTARIO M2
    233,000
  • OFERTA M2
    40,000
  • TASA DE DESOCUPACIÓN
    17.0%
  • DEMANDA BRUTA ACUMULADA
    24,000
  • PRECIO PONDERADO MXN/M2/MES
    $498.1
  • TOTAL CONSTRUCCIÓN M2
    25,000
  • TOTAL PROYECTO M2
    0
  • SUBMERCADO
    SAN JERÓNIMO - OBISPADO
  • NÚMERO DE EDIFICIOS
    19
  • INVENTARIO M2
    161,000
  • OFERTA M2
    37,000
  • TASA DE DESOCUPACIÓN
    22.8%
  • DEMANDA BRUTA ACUMULADA
    37,000
  • PRECIO PONDERADO MXN/M2/MES
    $318.8
  • TOTAL CONSTRUCCIÓN M2
    89,000
  • TOTAL PROYECTO M2
    24,000
  • SUBMERCADO
    SANTA MARÍA
  • NÚMERO DE EDIFICIOS
    15
  • INVENTARIO M2
    182,000
  • OFERTA M2
    62,000
  • TASA DE DESOCUPACIÓN
    34.3%
  • DEMANDA BRUTA ACUMULADA
    14,000
  • PRECIO PONDERADO MXN/M2/MES
    $312.5
  • TOTAL CONSTRUCCIÓN M2
    72,000
  • TOTAL PROYECTO M2
    0
  • SUBMERCADO
    VALLE
  • NÚMERO DE EDIFICIOS
    13
  • INVENTARIO M2
    69,000
  • OFERTA M2
    8,000
  • TASA DE DESOCUPACIÓN
    11.5%
  • DEMANDA BRUTA ACUMULADA
    11,000
  • PRECIO PONDERADO MXN/M2/MES
    $295.4
  • TOTAL CONSTRUCCIÓN M2
    0
  • TOTAL PROYECTO M2
    13,000
  • SUBMERCADO
    VALLE ORIENTE
  • NÚMERO DE EDIFICIOS
    47
  • INVENTARIO M2
    444,000
  • OFERTA M2
    61,000
  • TASA DE DESOCUPACIÓN
    13.8%
  • DEMANDA BRUTA ACUMULADA
    30,000
  • PRECIO PONDERADO MXN/M2/MES
    $393.0
  • TOTAL CONSTRUCCIÓN M2
    25,000
  • TOTAL PROYECTO M2
    24,000
  • TOTAL
  • 140
  • 1,322,000
  • 260,000
  • 19.7%
  • 141,000
  • $368.6
  • 239,000
  • 74,000
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  • [2023-2025]
  • TBD

INVENTARIO (M2) VS. DISPONIBILIDAD (%)

Ver Inventario m2
  • 1,500,000 m2
  • 1,200,000 m2
  • 900,000 m2
  • 600,000 m2
  • 300,000 m2
26.8%
26.3%
24.1%
23.7%
22.2%
19.7%
3Q21
4Q21
1Q22
2Q22
3Q22
4Q22

INCREMENTO VS DEMANDA BRUTA TRIMESTRAL (M2)

Ver m2
  • 50,000 m2
  • 40,000 m2
  • 30,000 m2
  • 20,000 m2
  • 10,000 m2
Incremento
Demanda Bruta
Incremento
Demanda Bruta
Incremento
Demanda Bruta
Incremento
Demanda Bruta
Incremento
Demanda Bruta
Incremento
Demanda Bruta
  • -10,000 m2
  • 3Q21
  • 4Q21
  • 1Q22
  • 2Q22
  • 3Q22
  • 4Q22
  • OFERTA (M2) VS PRECIO PROMEDIO (M2/MES)

    Ver Oferta m2
    • 400,000 m2
    • 350,000 m2
    • 300,000 m2
    • 250,000 m2
    • 200,000 m2
    • 150,000 m2
    • 100,000 m2
    • 50,000 m2
    $376.1 MXN
    $382.0 MXN
    $372.2 MXN
    $369.1 MXN
    $364.4 MXN
    $368.6 MXN
  • 3Q21
  • 4Q21
  • 1Q22
  • 2Q22
  • 3Q22
  • 4Q22