The current real estate scenario in Mexico has transformed, largely influenced by significant adjustments expected in 2025, which have stabilized sectors previously affected by the pandemic. Notably, the hotel industry and industrial parks focused on nearshoring have witnessed record rental levels, minimal vacancy rates, and increasing speculative and pre-leased construction from 2019 to 2024. In contrast, office spaces and retail sectors are struggling with high vacancy rates, reduced construction activities, and muted demand, reflecting a slow recovery process still in its early stages.

Recent trends reveal that the Mexican real estate market is presenting dual conditions: the optimistic outlook for some sectors like hospitality and industrial parks, against the more cautious approach surrounding offices and retail. This bifurcated market sentiment is captured in CBRE Mexico’s December survey "Sentimientos de inversión 2026," which outlines investor expectations based on their future investment intentions, preferred strategies, and favored sectors. In this survey, a notable 8 of ... (text potentially cut off). The anticipation of recovery and growth in the real estate sector hints at emerging opportunities for investors, even as certain areas continue to face challenges.

Investment patterns indicate that while there is growing enthusiasm for sectors that have thrived post-pandemic, the considerable issues in office and retail spaces call for adaptive strategies among stakeholders. Understanding these dynamics becomes crucial for investors and developers as they navigate the shifting landscape, and highlights the importance of targeted investment strategies aimed at areas demonstrating resilience and demand post-pandemic.