Reconfiguration of global supply chains: Geopolitical drivers
The USA can´t allow to live with lack of critical products.
From "Made in China" to "Made in Mexico".
The "Chip Act" and the "Inflation reduction act" are clear directional indicator of this paradigm shift.
Higher inflation will translate into higher interest rate + supply chain production acceleration/efficiency.
The US lagged the world on green energy, this is a new driver to combat inflation, maintain growth and control costs
Nearshoring
High Inflation and high interest rates
ESG trends in
capital financing
FUNO is uniquely
positioned not only to whether the storm, but to take advantage of KEY opportunities.
2
NEARSHORING OPPORTUNITY: WHERE WE COME FROM?
Exports
(Million USD)
4000
3500
3000
2500
2000
1500
1000
Mexico´s foreign trade
equaled China´s prior to 1990.
GLOBALIZATION
3,548.60
China enters
WTO
NAFTA
522.8
500
0
1960
1961
1962
1963
1964
1965
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
1977
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
Mexico China
3
WE COME FROM GLOBALIZATION
From 1994 to 2021 the value of China´s foreign trade grew 33.9x to reach Us. 3,548.6 million.
From 1994 to 2021 the value of Mexico´s foreign trade grew 7.4x to reach Us. 522.8 million.
4
EFFECTS OF THE SUPPLY CHAIN RESHUFFLING
400
350
300
250
200
150
100
50
0
Million sqft absorption vs Rent increases
12.0%
10.4%
10.0%
8.0%
6.0%
4.8%
4.0%
3.0%
2.0%
0.0%
North America
Europe
Asia- Pacific
Annual net absorption (millon sqft)
Annual rent increase
Source: CBRE: 3Q21
5
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Fibra UNO Administracion SA de CV published this content on 06 March 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 06 March 2023 20:14:09 UTC.
Fibra Uno Administracion SA de CV (Fibra Uno) is a Mexico-based company engaged in the operation of commercial real estate investment trust (REIT). The Company focuses on operating and developing a range of real estate assets for leasing, mainly in the industrial, retail and office segments. It aims at acquisition, development, rental and management of various types of commercial real estate projects in Mexico, including industrial, retail, office and mixed-use projects. The Company's portfolio comprises over 510 properties. Its business model includes portfolio management, maintaining relationships with tenants, sourcing of off-market acquisition opportunities, integration of acquisitions into portfolio, development and construction activity and growth of services businesses.
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