Mexico Nearshoring Momentum Accelerates with Policy and Infrastructure Support

Mexico’s logistics market is forecast to grow 7.4% annually through 2030, supported by US$2.726 billion of first-half FDI, activity in Nuevo León and Querétaro, FINSA’s US$220-million commitment, Wiwynn’s server factory, and Puerto Colombia modernization. Vesta reported 2.3 million SF of Q3 2026 leasing, including a record 1.6 million SF of new leases, though rents, occupancy, and capex were not disclosed. FIBRA Prologis, reported 200–300-basis-point cap-rate premiums, and a 90% build-to-suit pause frame the opportunity-risk tradeoff alongside infrastructure, currency, tariff, USMCA, and demand risks.