Texas-Mexico Trade and AI Shift: Demand Boost with Policy Risks
Deep Texas-Mexico integration positions border markets like Juárez for rising industrial demand from AI hardware and advanced manufacturing.
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Created by Santiago Yee
Data-driven analysis of leasing, rents, vacancy, nearshoring demand, REITs, and pipeline projects
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Deep Texas-Mexico integration positions border markets like Juárez for rising industrial demand from AI hardware and advanced manufacturing.
AMPIP's 82 new industrial parks aim to capture nearshoring demand, expanding on 491 operating parks with 90 million m² of space.
Mexico's 2027 budget raises physical infrastructure outlays 3.5% in real terms to 1.03 trillion pesos, supporting Plan México nearshoring projects in...
BIVA’s chief executive noted Mexican real estate trusts could finance industrial parks, logistics assets and infrastructure to support North American...
Nearshoring is accelerating robotics adoption across automotive, aerospace, medical equipment, and electronics manufacturing in Mexico.
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Mexico's FIBRAs stand to capture manufacturing expansion and AI-driven demand for industrial space, power and logistics, per BIVA's chief.
National logistics market set to expand 7.4% CAGR through 2030, driven by nearshoring and USMCA manufacturing links.
Industrial property values rose 0.6% in August and 7% over the past year, sitting just 8% below the 2022 peak versus 13% for the broader market. Yet...
Holman’s acquisition of full ownership in ARIZA marks continued multinational investment in Mexico’s automotive and logistics ecosystem. The move...
Mexico's record FDI from nearshoring is being constrained by energy availability and tax bottlenecks that are starting to limit manufacturers' expansion plans.
Can RioPlex's joint push make South Texas and Northern Tamaulipas a stronger nearshoring magnet through infrastructure and binational execution?
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Mexico's annual inflation rate fell to 3.12% in July from 3.37% in June, the lowest since May 2020 and in line with expectations. Core inflation also...
Banxico’s hold at 6.50% ends the easing cycle and stabilizes borrowing costs after a 475 bp decline.
Dos proyectos ilustran la expansión geográfica de la oferta industrial mexicana:
Global port infrastructure spending is forecast to reach $292.68 billion by 2036, driven by the need for reliability amid trade disruptions.
Does Querétaro’s 8.8 million sqm inventory growth with sharply lower construction signal a healthier supply-demand balance or emerging delivery...
E-commerce, reshoring and data-center demand are driving net absorption ahead of new deliveries, keeping vacancies low and giving landlords pricing power for firmer rents. Nearshoring adds further momentum as manufacturing shifts toward Mexico.