Real Estate in Mexico

The real-estate sector in Mexico is one of the most affected sectors during 2020. Without a doubt, this economic sector turns out to be a thermometer of the Mexican economy given that it touches upon several areas and activities, such as services, hospitality, retail, and more.

Looking at the bright side, I observe a positive difference from the 2009 crisis. The real estate sector was the cause to some extent (or largely) of the 2009 financial crisis. Now, we see the real estate sector as a possible or great solution to this economic crisis, mainly because the benchmark rate is very low in developed countries, such as the U.S., Japan, among others, rates are negative or zero. In my view, this implies that there is an “appetite” to carry out real estate investment schemes with some security.

Mexican Reference Interests Rates

When the reference interest rate is at 4% levels (i.e. what you receive for your money by just staying in the bank), the profitability that a property can give is simply not comparable. Of course, the profitability is different depending on the type of property or industry. However, the actual reference rate levels make real estate investment very attractive in Mexico.

The COVID-19 pandemic definitely has had an effect on the real estate sector, but one should consider how to further democratize this sort of investment to a wider market. A person or family with one million pesos cannot access real estate investment. However, said person or family can have a “ticket” through some financial vehicles, such as an income pool, allowing him or her to have returns linked to the profitability of real estate.

Tourism and Hospitality Real Estate Sector

COVID had a great negative impact on tourism and the hospitality sectors, along with retail or commerce and, thus, real estate. The decline in consumption was the main cause of this negative effect. The other real estate sectors with perhaps a less harsh impact are housing and, then, offices and industrial.

Leasing Sector in Mexico

The recovery is expected to be very slow simply because of the decline in services and, evidently, unemployment. Although the leasing sector and industrial buildings were least impacted, fewer offices and industrial land will continue to be leased.

Unlike the above, commerce or retail real estate, such as restaurants, may recover quicker as they reopen their doors. People expect to return to normality, as far as possible, to have life experiences, returning to the malls or plazas. 

Housing Sector in Mexico

In the housing sector, the residential market is a very captive market. Namely, houses located in the large cities of Mexico, such as Tijuana, Querétaro, the Bajío area, Guadalajara, or Monterrey that are worth between 1.5 million to three million pesos.

Emerging Mexican Cities and Real Estate

Unfortunately, Mexico City has set a brake to real estate development and its authorizations. This has caused investors to turn to see these emerging or growing cities, like Tijuana, Guadalajara, and Monterrey, that have had very significant economic development.

The real estate industry must look for financial instruments that are available for these “emerging” real estate markets, i.e. the 1.5 million pesos houses. Real estate developers should consider vertical projects that allow offering an affordable verticalization to the real estate investor.

We must not forget that the new generations, millennials and generation z, are the economically active segment of the population in Mexico. Baby boomers and generation x are no longer as productive. 

We have to look for the schemes that allow reaching this market. Millennials are leasing 65% of the houses available for rent. This situation gives us a parameter to identify what they are looking for, what they are buying, and above all how to access that market.

The issue of income is attractive. A real estate developer can establish investment schemes that allow to capture the capital and offer a more affordable “ticket.” In turn, the developer will be able to yield profits, allowing housing access to this segment of the population that has some liquidity and that is located in these price ranges. Moreover, the mortgage rate is attractive and affordable, currently, between 7%-8%. 

Finally, one should note that we consider that there could be a significant recovery in the real estate sector, particularly areas related to leisurely. Needless to say, the buyer’s market has to definitively take advantage of these opportunities, especially when interest rates are so low and, thus, creating strong profitability conditions. 

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