Construction Pipeline Expands Despite Delivery Constraints

Industrial starts are down 30% against 7% demand growth, with only 21 parks delivered in H1 2026 versus a 100-park target. AMPIP reports 82 projects, 680,000 square meters leased, and approximately US$5 billion in annual investment, while projections indicate US$5.83 billion in park investment and Plan México cites 103 parks under construction; VYNMSA’s Torreón park, GPI’s scale, and HS Hyosung’s planned San Luis Potosí footprint reinforce pipeline activity, though occupancy and delivery data remain limited.