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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