SE Asia logistics: growth vs execution
What changed: Southeast Asia logistics continues to benefit from supply-chain shifts and consumption growth, but 2026 underwriting is shifting toward execution: tenant selectivity, location quality, financing terms, and delivery discipline. Why it matters to allocators: – The “growth narrative” is broad; execution is local. Returns can diverge materially by submarket, micro-location, and developer discipline. – […]
FX as return driver in EM allocations
What changed: FX and hedging costs have become first-order return drivers in emerging-market allocations as geopolitical shocks and rate differentials reshape hedge carry, funding costs, and reported volatility. Why it matters to allocators: – In volatile tapes, FX can dominate outcomes over 6–18 months. Reuters noted EM spreads widening and issuance freezing after the Iran […]
Structural Resilience in a Fragmenting Global Economy
Mexico’s macro stability is increasingly evaluated against a backdrop of global fragmentation. Trade realignment, demographic divergence, and fiscal pressures are reshaping economic relationships. Within this context, Mexico’s institutional continuity and diversified economic base contribute to structural resilience. Resilience is not defined by immunity to shocks, but by the capacity to absorb and adjust. Mexico’s combination […]
FIBRA Sector Strengthens After 2025 Regulatory Reforms
Recent regulatory reforms have revitalized Mexico’s FIBRA (REIT) sector Recent regulatory reforms have revitalized Mexico’s FIBRA (REIT) sector, improving governance and liquidity. The CNBV’s new transparency requirements have increased institutional participation, while tax adjustments have enhanced distribution yields.Several new FIBRAs focused on logistics, hospitality, and data centers are preparing 2026 listings. Analysts project total sector […]
Cross-Border Family Offices Increase Allocations to Mexican Real Assets
Family offices from the U.S., Canada, and South America are increasing exposure to Mexican alternative investments, attracted by yield stability and currency strength. Family offices from the U.S., Canada, and South America are increasing exposure to Mexican alternative investments, attracted by yield stability and currency strength.Private placement data shows family office allocations to real estate […]
Riviera Maya Hotels Report Record Occupancy
This development highlights shifting investor appetite and regulatory dynamics across LATAM markets.