Fiducies de placement immobilier
Sociétés Mexicaines opérant en tant que REIT
Ces entreprises possèdent, exploitent ou financent des biens commerciaux et résidentiels générant des revenus. Les traders étudient de près cette industrie à haut rendement, car les fluctuations des taux d’intérêt macroéconomiques et des niveaux d’occupation commerciale dictent les multiples de valorisation. Aujourd’hui, Crown Castle Inc. met en avant la plus forte croissance des prix, tandis que Fibra MTY domine le volume global. Le tableau ci-dessous a rassemblé les données fondamentales et techniques nécessaires pour ces actions axées sur l’immobilier.
Symbole | Capitalisation boursière | Prix | Chg % | Vol | Vol Rel | P/E | BPA dil TTM | Croissance dil du BPA YoY TTM | Rendement du Dividende % TTM | Secteur | Note des analystes |
|---|---|---|---|---|---|---|---|---|---|---|---|
 WELLWelltower Inc. | 3,39 T MXN | 4 314,71 MXN | 0,00% | 49 | 0,05 | — | −10,49 MXN | −143,12% | 1,24% | Finance | Strong Buy |
 PLDPrologis, Inc. | 2,37 T MXN | 2 447,00 MXN | +4,53% | 81 | 2,47 | 29,84 | 81,99 MXN | +30,22% | 3,21% | Finance | Buy |
| PLDPrologis, Inc. | 2,37 T MXN | 2 447,00 MXN | 0,00% | 2 | 0,04 | 29,84 | 81,99 MXN | +30,22% | 3,21% | Finance | Buy |
 EQIXEquinix, Inc. | 1,94 T MXN | 18 119,91 MXN | +2,14% | 6 | 0,32 | 60,15 | 301,22 MXN | +50,44% | 1,91% | Finance | Strong Buy |
| EQIXEquinix, Inc. | 1,94 T MXN | 17 926,76 MXN | 0,00% | 1 | 0,01 | 59,51 | 301,22 MXN | +50,44% | 1,91% | Finance | Strong Buy |
 AMTAmerican Tower Corporation | 1,68 T MXN | 3 604,00 MXN | −4,30% | 6 | 0,01 | 28,07 | 128,38 MXN | +11,69% | 3,63% | Finance | Strong Buy |
| AMTAmerican Tower Corporation | 1,68 T MXN | 3 436,71 MXN | −2,94% | 45 | 0,20 | 26,77 | 128,38 MXN | +11,69% | 3,63% | Finance | Strong Buy |
 SPGSimon Property Group, Inc. | 1,38 T MXN | 4 254,00 MXN | +15,94% | 62 | 0,90 | 46,12 | 92,25 MXN | −30,40% | 3,89% | Finance | Buy |
| SPGSimon Property Group, Inc. | 1,38 T MXN | 3 694,00 MXN | +2,13% | 10 | 0,41 | 40,05 | 92,25 MXN | −30,40% | 3,89% | Finance | Buy |
 DLRDigital Realty Trust, Inc. | 1,3 T MXN | 3 234,00 MXN | −1,91% | 8 | 0,45 | 75,05 | 43,09 MXN | −39,28% | 2,64% | Finance | Strong Buy |
 PSAPublic Storage | 1,19 T MXN | 5 565,00 MXN | +3,16% | 6 | 0,05 | 32,20 | 172,81 MXN | −2,05% | 3,50% | Finance | Buy |
| PSAPublic Storage | 1,19 T MXN | 5 077,62 MXN | 0,00% | 1 | 0,00 | 29,38 | 172,81 MXN | −2,05% | 3,50% | Finance | Buy |
 ORealty Income Corporation | 1,05 T MXN | 1 102,00 MXN | +1,81% | 12 | 0,03 | 42,04 | 26,21 MXN | +33,65% | 5,48% | Finance | Buy |
| ORealty Income Corporation | 1,05 T MXN | 1 118,90 MXN | +3,50% | 80 | 0,28 | 42,69 | 26,21 MXN | +33,65% | 5,48% | Finance | Buy |
 VTRVentas, Inc. | 898,02 B MXN | 1 559,75 MXN | 0,00% | 1,25 K | 0,62 | 163,11 | 9,56 MXN | −1,41% | 2,29% | Finance | Buy |
 CCI1Crown Castle Inc. | 730,79 B MXN | 1 573,00 MXN | +24,95% | 11 | 0,08 | 22,11 | 71,14 MXN | — | 4,61% | Finance | Buy |
| CCI1Crown Castle Inc. | 730,79 B MXN | 1 200,00 MXN | 0,00% | 1 | 0,00 | 16,87 | 71,14 MXN | — | 4,61% | Finance | Buy |
 IRM1Iron Mountain, Inc. | 658,32 B MXN | 1 971,33 MXN | −3,22% | 4,96 K | 2,20 | 80,38 | 24,52 MXN | +852,23% | 2,91% | Finance | Strong Buy |
 VICIVICI Properties Inc | 518,12 B MXN | 480,00 MXN | +1,48% | 40 | 0,15 | 12,19 | 39,37 MXN | −18,29% | 7,17% | Finance | Buy |
| VICIVICI Properties Inc | 518,12 B MXN | 472,53 MXN | +0,11% | 6 | 0,02 | 12,00 | 39,37 MXN | −18,29% | 7,17% | Finance | Buy |
 WPCW. P. Carey Inc. | 280,29 B MXN | 1 236,00 MXN | 0,00% | 404 | 4,46 | 23,64 | 52,28 MXN | +72,53% | 5,72% | Finance | Buy |
 OHIOmega Healthcare Investors, Inc. | 277,66 B MXN | 857,25 MXN | +0,73% | 459 | 0,26 | 19,19 | 44,68 MXN | +36,94% | 5,47% | Finance | Buy |
 AGNCAGNC Investment Corp. | 210,56 B MXN | 167,57 MXN | +3,45% | 15 | 0,01 | 593,91 | 0,28 MXN | −97,67% | 16,23% | Finance | Neutre |
| AGNCAGNC Investment Corp. | 210,56 B MXN | 167,53 MXN | +1,23% | 220 | 0,06 | 593,76 | 0,28 MXN | −97,67% | 16,23% | Finance | Neutre |
 FRT1Federal Realty Investment Trust | 184,89 B MXN | 2 090,00 MXN | −1,42% | 16 | — | 23,11 | 90,44 MXN | +25,38% | 3,97% | Finance | Buy |
| FRT1Federal Realty Investment Trust | 184,89 B MXN | 2 110,00 MXN | — | 161 | — | 23,33 | 90,44 MXN | +25,38% | 3,97% | Finance | Buy |
 AREAlexandria Real Estate Equities, Inc. | 149,3 B MXN | 850,00 MXN | +7,59% | 7 | 0,13 | — | −152,28 MXN | −236,35% | 6,26% | Finance | Neutre |
| AREAlexandria Real Estate Equities, Inc. | 149,3 B MXN | 780,00 MXN | 0,00% | 2 | 0,38 | — | −152,28 MXN | −236,35% | 6,26% | Finance | Neutre |
 FRFirst Industrial Realty Trust, Inc. | 141,76 B MXN | 803,26 MXN | +1,19% | — | — | 16,48 | 48,74 MXN | +48,70% | 3,50% | Finance | Buy |
 FUNO/11Fibra Uno Administracion SA de CV Series -11- | 139,23 B MXN | 36,35 MXN | −0,27% | 747,25 K | 0,77 | 7,62 | 4,77 MXN | +50,87% | 7,03% | Finance | Buy |
| FUNO/11Fibra Uno Administracion SA de CV Series -11- | 139,23 B MXN | 36,36 MXN | −0,41% | 5,01 M | 0,59 | 7,62 | 4,77 MXN | +50,87% | 7,03% | Finance | Buy |
| FIBRAPL/14Prologis Property Mexico, S.A. de C.V. | 138,79 B MXN | 82,91 MXN | −0,35% | 235,72 K | 1,53 | 18,90 | 4,39 MXN | −67,75% | 3,34% | Finance | Buy |
| FIBRAPL/14Prologis Property Mexico, S.A. de C.V. | 138,79 B MXN | 83,28 MXN | +0,14% | 988,24 K | 0,81 | 18,98 | 4,39 MXN | −67,75% | 3,34% | Finance | Buy |
 STAGSTAG Industrial, Inc. | 136,01 B MXN | 698,00 MXN | 0,00% | 2 | 1,00 | 27,37 | 25,50 MXN | +7,48% | 4,06% | Finance | Neutre |
 STWDStarwood Property Trust, Inc. | 89,33 B MXN | 225,00 MXN | −3,74% | 1,02 K | 0,67 | 21,59 | 10,42 MXN | −48,92% | 14,83% | Finance | Buy |
| STWDStarwood Property Trust, Inc. | 89,33 B MXN | 235,00 MXN | −10,37% | 15 | 0,02 | 22,55 | 10,42 MXN | −48,92% | 14,83% | Finance | Buy |
 KRCKilroy Realty Corporation | 82,8 B MXN | 675,00 MXN | +13,97% | 20 | — | 154,28 | 4,38 MXN | −91,20% | 5,71% | Finance | Neutre |
 FMTY/14Fibra MTYDR | 75,29 B MXN | 16,08 MXN | +3,08% | 26,55 M | 3,48 | 10,36 | 1,55 MXN | +206,48% | 6,26% | Finance | Buy |
 PKPark Hotels & Resorts, Inc. | 63,64 B MXN | 313,65 MXN | +14,47% | 2 | 0,42 | — | −14,45 MXN | −390,83% | 5,90% | Finance | Buy |
 DANHOS/13Concentradora Fibra Danhos SA de CV | 45,99 B MXN | 29,71 MXN | +0,64% | 157,44 K | 1,43 | 9,09 | 3,27 MXN | +3,04% | 6,12% | Finance | Neutre |
| DANHOS/13Concentradora Fibra Danhos SA de CV | 45,99 B MXN | 29,89 MXN | +1,49% | 1,09 M | 0,72 | 9,15 | 3,27 MXN | +3,04% | 6,12% | Finance | Neutre |
 NEXT/25Fibra Next | 38,26 B MXN | 97,20 MXN | +1,30% | 1,95 K | 0,66 | 9,36 | 10,39 MXN | — | 5,36% | Finance | Strong Buy |
| NEXT/25Fibra Next | 38,26 B MXN | 97,41 MXN | +0,01% | 62,61 K | 1,71 | 9,38 | 10,39 MXN | — | 5,36% | Finance | Strong Buy |
 FIBRAMQ/12FIBRA Macquarie Mexico | 35,76 B MXN | 44,01 MXN | +1,95% | 21,76 K | 0,23 | 87,90 | 0,50 MXN | −90,87% | 0,00% | Finance | Neutre |
| FIBRAMQ/12FIBRA Macquarie Mexico | 35,76 B MXN | 44,00 MXN | +0,55% | 3,83 M | 2,66 | 87,88 | 0,50 MXN | −90,87% | 0,00% | Finance | Neutre |
 ARRARMOUR Residential REIT, Inc. | 34,85 B MXN | 240,27 MXN | +7,74% | 91 | 0,04 | — | −0,55 MXN | −165,21% | 22,86% | Finance | Buy |
| ARRARMOUR Residential REIT, Inc. | 34,85 B MXN | 250,00 MXN | 0,00% | 5 | — | — | −0,55 MXN | −165,21% | 22,86% | Finance | Buy |
| SOMA/21Fibra SOMA | 34,28 B MXN | 47,99 MXN | 0,00% | 24 | 0,30 | 24,78 | 1,94 MXN | — | 0,00% | Finance | Strong Buy |
 MPWMedical Properties Trust, Inc. | 22,81 B MXN | 35,96 MXN | −1,34% | 13 | 0,02 | 4,80 | 7,50 MXN | — | 17,56% | Finance | Neutre |
| MPWMedical Properties Trust, Inc. | 22,81 B MXN | 36,45 MXN | −3,80% | 25 | 0,08 | 4,86 | 7,50 MXN | — | 17,56% | Finance | Neutre |
| FCFE/18CFE Fibra E Series A | 20,37 B MXN | 23,89 MXN | +0,50% | 261,55 K | 0,57 | 1,96 | 12,20 MXN | +93,48% | 11,71% | Finance | Neutre |
| FCFE/18CFE Fibra E Series A | 20,37 B MXN | 23,90 MXN | +0,50% | 48,74 K | 1,48 | 1,96 | 12,20 MXN | +93,48% | 11,71% | Finance | Neutre |
| FSHOP/13Fibra Shop Portafolios Inmobiliarios SAPI de CV | 8,27 B MXN | 12,20 MXN | 0,00% | 35,67 K | 0,94 | 4,96 | 2,46 MXN | −40,02% | 6,18% | Finance | Neutre |
| FSHOP/13Fibra Shop Portafolios Inmobiliarios SAPI de CV | 8,27 B MXN | 12,25 MXN | +0,99% | 133,83 K | 2,13 | 4,98 | 2,46 MXN | −40,02% | 6,18% | Finance | Neutre |
 GAV/AAcosta Verde SAB de CV Class A | 7,2 B MXN | 120,00 MXN | 0,00% | 51,39 K | 1 117,22 | 7,75 | 15,49 MXN | −16,90% | 13,88% | Finance | Pas de notation |
| STORAGE/18CIBanco SA Institucion de Banca Multiple | 6,66 B MXN | 25,00 MXN | 0,00% | 771 | 0,15 | 8,62 | 2,90 MXN | +20,12% | — | Finance | Strong Buy |
| STORAGE/18CIBanco SA Institucion de Banca Multiple | 6,66 B MXN | 24,50 MXN | 0,00% | 662 | 0,12 | 8,45 | 2,90 MXN | +20,12% | — | Finance | Strong Buy |
 FIHO/12Concentradora Fibra Hotelera Mexicana SA de CV | 6,06 B MXN | 7,63 MXN | +0,26% | 102,13 K | 1,86 | — | −0,30 MXN | −158,30% | 7,94% | Finance | Sell |
| FIHO/12Concentradora Fibra Hotelera Mexicana SA de CV | 6,06 B MXN | 7,63 MXN | −0,13% | 26,44 K | 2,47 | — | −0,30 MXN | −158,30% | 7,94% | Finance | Sell |
 FHIPO/14Fideicomiso Irrevocable F/2061 | 5,68 B MXN | 14,78 MXN | +0,89% | 78,34 K | 13,64 | — | −0,04 MXN | −102,09% | 9,73% | Finance | Neutre |
| FHIPO/14Fideicomiso Irrevocable F/2061 | 5,68 B MXN | 14,78 MXN | +0,96% | 1,11 K | 0,38 | — | −0,04 MXN | −102,09% | 9,73% | Finance | Neutre |
| FINN/13Fibra Inn | 3,57 B MXN | 4,85 MXN | +2,32% | 95,6 K | 4,31 | — | −0,39 MXN | +15,90% | 7,55% | Finance | Buy |
| FINN/13Fibra Inn | 3,57 B MXN | 4,81 MXN | +1,48% | 4,17 K | 0,86 | — | −0,39 MXN | +15,90% | 7,55% | Finance | Buy |
 FPLUS/16NFD SA de CV | 3,32 B MXN | 5,49 MXN | +5,78% | 3,48 K | 0,22 | 17,19 | 0,32 MXN | −68,83% | 0,00% | Finance | Pas de notation |
| FPLUS/16NFD SA de CV | 3,32 B MXN | 5,50 MXN | +5,16% | 82,45 K | 3,64 | 17,22 | 0,32 MXN | −68,83% | 0,00% | Finance | Pas de notation |
| FIBRAUP/18Upsite Mexico SAPI de CV | 1,86 B MXN | 33,00 MXN | 0,00% | 28 | 0,13 | 178,67 | 0,18 MXN | −98,62% | 59,64% | Finance | Strong Buy |
| FIBRAHD/15Banco Actinver, S.A. Institucion de Banca Multiple, Grupo Financiero Actinver Series 15 | 933,5 M MXN | 2,16 MXN | 0,00% | 1,55 K | 0,59 | — | — | — | 0,00% | Finance | Pas de notation |
| FIBRAHD/15Banco Actinver, S.A. Institucion de Banca Multiple, Grupo Financiero Actinver Series 15 | 933,5 M MXN | 2,23 MXN | +0,45% | 7,04 K | 0,35 | — | — | — | 0,00% | Finance | Pas de notation |