The transportation and logistics sector is positioned as the main driver of expansion in the Mexican real estate market, according to the Investment Sentiment Survey by consulting firm CBRE Mexico for the first quarter of 2026 (1Q26). The study reveals that 83% of investors will maintain or increase their exposure to real estate , in an environment of greater macroeconomic stability and expectations of a less restrictive monetary policy.

Industrial and logistics lead the preferences with a 35% share, supported by a net absorption of 2.46 million square meters (m²) in the third quarter of 2025. Retail and data centers also strengthen their position with 18% and 8%, respectively, which consolidates them as diversification alternatives.

“The results of this survey confirm that the real estate market in Mexico enters 2026 with a more solid foundation, where price discipline, selectivity in transactions and a focus on strategic sectors such as Industrial and Logistics are shaping the course of investment,” said Lyman Daniels, president of CBRE in Mexico, Colombia and Central America.

The survey also indicated that investors identified the reduction in debt costs and the improvement in rental prospects , supported by controlled supply and firm occupancy demand, as key factors.

Regarding strategies, opportunistic and core approaches stood out , allowing for a balance of risk and return in portfolios. According to Santiago Mijares, head of capital markets Mexico at CBRE, this trend reflects a relatively stable macroeconomic environment and resilient demand , which opens up opportunities for value creation in the country’s main markets.

Capitalization rates remain stable compared to 2025 , with slight adjustments in industrials, transportation and logistics, retail , and business hotels, opening up performance opportunities in specific segments. Regarding markets, Mexico City remains the leading investment destination , with Monterrey holding steady in its position.

With the results of the Investment Sentiment Survey , CBRE Mexico confirms that the real estate market enters 2026 with a more solid foundation and that investors maintain confidence in Mexico , consolidating it as a key destination for real estate expansion.

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Sergio Contreras , executive president of the Mexican Business Council for Foreign Trade, Investment and Technology (Comce) , who was recently appointed vice president of Infrastructure Investment within the Special Committee for Investment and Relocation of Companies of the Business Coordinating Council (CCE) , highlighted that Foreign Direct Investment (FDI) in semiconductors, data centers, the circular economy and clean energy continues to gain relevance in the world.

Within the framework of this new responsibility at the CCE, from which Contreras will collaborate in defining strategies to attract productive capital and develop infrastructure projects, he specified that these sectors should be targeted , since they are where companies are investing globally.

“The sustained growth of foreign investment in Mexico confirms that our country remains an attractive destination for business in terms of innovation,” he stated.

Contreras said that 2024 was marked by strong momentum in investment in semiconductors and data centers globally , reflecting a global trend in which nine of the 10 largest FDI investments worldwide were concentrated in these two technologies.

The two largest investments last year were in semiconductors: TSMC in Phoenix, Arizona, for $65 billion ; and Samsung in Taylor, Texas, for $24 billion .

He also emphasized that attracting FDI will be very important in high-value-added projects, highlighting that the manufacturing industry was the main destination for FDI in Mexico in 2024, accounting for 54% of the total.

Along these lines, transportation equipment manufacturing stood out, accounting for 50% of FDI; followed by the beverage and tobacco industries, with 20%; computer and electronic equipment, with 9%; the chemical industry, with 6%; and basic metals, with 4%.

In particular, FDI in the automotive industry increased by 36% annually, reaching $6.925 billion , representing 19% of the national total, consolidating its position as the sector with the greatest attraction of foreign capital.

“This growth in strategic industries opens up opportunities to attract new technologies,” Contreras Pérez emphasized.

The Comce pointed out that in 2024 Mexico attracted 36.872 billion dollars in FDI, consolidating its position as a key investment destination, with reinvestment of profits accounting for the majority of these flows, amounting to 28.710 billion dollars , reflecting the confidence of foreign companies established in the country.

Intercompany accounts totaled $4.994 billion , while new investments reached $3.168 billion .

“The 7.7% increase in reinvested earnings and the 8.3% increase in intercompany accounts, compared to 2023, confirms that Mexico is a country in which to establish and do business, as well as companies’ confidence in Mexico’s macroeconomic and political stability, its integration into global supply chains, and the specialization of its workforce. These factors have been decisive in helping companies already operating in the country strengthen their investments and consolidate their presence in the Mexican market,” Contreras stated.

By 2025, Comce’s CEO anticipates several key trends that could benefit Mexico. The restructuring of the global value chain is generating the formation of industrial clusters and subregional value chains, which could translate into new investments in manufacturing in the country.

At the same time, the technology-driven transformation of industries will continue to accelerate digitalization and smart manufacturing, with artificial intelligence as a key driver of new investments in industrial and service activities.

By 2025, Comce forecasts that renewable energy, telecommunications, data centers, and semiconductors will be the main sectors receiving FDI globally , so the organization is promoting a strategy aimed at supporting Plan Mexico from the private sector, so that the country can promote its competitive advantages in these industries.

“The country’s integration into strategic supply chains and its strength in advanced manufacturing will continue to be competitive advantages for attracting foreign investment. Our commitment at the Comce is to continue promoting foreign trade, innovation, and foreign investment in Mexico. We work closely with the public sector to ensure that the country remains a reliable and competitive destination for international investment,” concluded Contreras Pérez.

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Querétaro, known for its thriving manufacturing industry, is becoming an epicenter of Mexico’s digital economy , as data centers for technology giants such as Amazon Web Services (AWS) , Google , and Microsoft have decided to establish themselves in this state .

In an interview with T21 , Carlos Salgado , Undersecretary of Information Technology for the Querétaro government, stressed that as part of this transformation, the state has 12 other companies that operate multiple data centers , positioning the entity as one of the main hubs outside the United States and Canada, comparable only to cities like Santiago, Chile, and Sao Paulo, Brazil.

“This is creating a very interesting industry around data centers, and our universities are developing graduates in that industry,” he emphasized.

The rise of various digital services, the use of virtual tools, as well as data processing and storage, driven by  nearshoring  (relocation of production lines),  has increased the demand for data centers in Mexico , which is why it is projected to build 73 facilities of this type by 2029, according to estimates by the  Mexican Association of Data Centers (MEXDC) .

The state official emphasized that educational institutions are adapting their programs to train professionals in key areas such as programming, data analysis, big data, and cybersecurity, to respond to the needs of a rapidly evolving market. To accelerate this training, a program has been launched in collaboration with the European Union.

“We are launching a new program through the European Union to accelerate this training, because universities sometimes take a long time to adapt their programs,” Salgado explained.

This effort seeks to generate specific technical skills that support not only the technology industry but also sectors such as aerospace and automotive.

Querétaro’s geographic location is part of the state’s success in attracting technology sector investment in recent years. It is centrally located and has connections to Mexico City, Guadalajara, León, and Aguascalientes, benefiting from its position as a strategic logistics hub.

This advantage facilitates both connectivity for data centers and the development of other industries, since in addition to technology, Querétaro stands out in industries such as the automotive industry, with several companies supplying auto parts, and the aerospace industry, with firms such as Bombardier , Safran , and Embraer .

A distinctive element is that “I believe we are the only state that has an aeronautical university within the airport,” he emphasized, while pointing out that they are seeking certification as the first air terminal “with a spaceport license from which suborbital flights can take off.”

The state government invests heavily in an ecosystem of innovation and technological development, which has made Querétaro an attractive destination for foreign investment, attracting capital from countries such as Germany, Korea, Spain, Canada, and the United States.

To diversify its economy and reduce dependence on tariff-laden industries, Querétaro is promoting entrepreneurship and startups in services and technology.

According to Mexico’s Ministry of Economy , Amazon will invest five billion dollars in Querétaro to develop a digital data center region.

This amount will represent a contribution of $10 billion to Mexico’s Gross Domestic Product (GDP) over the next 15 years, starting in 2025, and the creation of more than 7,000 jobs annually.

At the national level, according to a report by the consulting firm Mordor Intelligence , the data center market in Mexico is expected to grow at a compound annual rate of 10.5% between 2021 and 2026, reaching a value of $1.5 billion .

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