83% of investors plan to maintain or increase their investment in real estate compared to the previous year, in a context where Mexico is expected to regain momentum in 2026, supported by more contained inflation and a gradually more favorable monetary policy.
CBRE Mexico presented the results of its Investment Sentiment Survey in Mexico for the first quarter of 2026, a study that gathers investors’ expectations regarding their investment intentions, strategies, preferred sectors, and markets. Data collection was carried out between November 10 and December 10, 2025, and confirms an environment of greater resilience and discipline in the real estate market.
The Transportation and Logistics sector continues to lead the expansion phase, reinforcing the growth of the industrial sector, while Office and Retail show signs of stabilization, which together point to a solid and resilient outlook for the industry.
Regarding the factors driving investment, participants primarily highlighted the reduction in debt costs and the improvement in rental outlooks, supported by disciplined supply, resilient occupier demand, and greater interest in industrial and digital infrastructure, enabling more focused value creation and more precise financial evaluation of projects.
Although challenges such as Central Bank policy and an uncertain geopolitical environment persist, overall concerns have declined compared to 2025. With inflation around 3.6% and an expected GDP growth of 1.2% for 2026, the environment favors more disciplined execution, better price alignment, and selective value-focused transactions.
Looking ahead to 2026, 59% of investors expect to keep their allocation to real estate stable, while 37% plan to increase it. Notably, the percentage of those seeking increases above 10% rises to 20%, reflecting a shift toward higher-conviction growth strategies. Reductions in allocation remain marginal, at around 2%.
In terms of strategy, Opportunistic and Core position themselves as the favorites, configuring a “barbell” approach: opportunistic for higher returns and core as an anchor in low-risk assets to strengthen portfolio resilience.
By sector, Industrial and Logistics lead preferences with 35%, supported by net absorption of 2.46 million m² in 3Q 2025, compared to 2.33 million m² in 3Q 2021. Retail and Data Centers also strengthen their position with 18% and 8% of preferences, respectively, reflecting resilience and diversification in an environment of regional supply chain reconfiguration.
Regarding markets, Mexico City remains the country’s main investment destination, while Monterrey shows stability.
“The results of this survey confirm that the real estate market in Mexico enters 2026 with a stronger foundation, where pricing discipline, selectivity in transactions, and focus on strategic sectors such as Industrial and Logistics are setting the course for investment,” said Lyman Daniels, President of CBRE in Mexico, Colombia, and Central America.
For his part, Santiago Mijares, Head of Capital Markets Mexico at CBRE, commented: “We see investors combining Core and Opportunistic strategies to balance risk and return, in an environment where relative macroeconomic stability and resilient demand continue to provide value creation opportunities in the country’s main markets.”
