******************FIBRA Prologis Bidding War for Fibra Macquarie******************
Key Questions
What is FIBRA Prologis's bid for Fibra Macquarie?
FIBRA Prologis bid for Macquarie's 245 industrial properties totaling 3.4M sqm in Mexico. The offer includes 0.535 CBFIs plus 44 pesos cash.
How does this acquisition fit Mexico's market trends?
It tests Mexico's property boom post-Terrafina integration, driven by nearshoring. This reinforces LATAM e-commerce and nearshoring moat against supply and vacancy pressures.
What were FIBRA Prologis's Q1 2026 earnings highlights?
Q1 earnings on April 30 showed stable FFO, strong leasing, and robust rent growth amid leadership transition. This supports the strategic bidding war context.
FIBRA Prologis bids for Macquarie's 245 industrial props (3.4M sqm MX nearshoring play) w/ 0.535 CBFIs +44p cash; tests MX property boom post-Terrafina integration; reinforces LATAM e-comm/nearshoring moat vs supply/vac; Q1 earnings Apr 30.
Sources (2)
Updated Apr 30, 2026