Meor’s $1 Billion Investment in Mexico’s Industrial Real Estate Amidst Trade Uncertainty

Web Editor

May 13, 2025

a large industrial building with many windows and a lot of trucks parked in front of it and a field,

Meor’s Confidence in Mexico’s Industrial Real Estate Sector

To stimulate investment and address the uncertainty stemming from trade tensions with the United States, Meor, a Mexican firm specializing in real estate investment and development, highlighted the role of the current federal government’s Plan México. This plan proposes the creation of 100 industrial parks during the current six-year term.

As a member of the Private Industrial Parks Association (AMPIP), Meor sees this administration’s initiative as an opportunity to tackle key challenges, such as energy infrastructure.

Meor’s Strategy for Expansion

Jonathan Pomerantz, Meor’s Director of Investments, stated in an interview: “The administration has had a very good approach with developers. If the promised investment and infrastructure commitments are met, and if there continues to be a negotiation for Mexico’s bilateral relationship with the United States, we will have the table set for us to continue working well.”

Despite bilateral tensions and the observed slowdown in industrial warehouse occupancy since late 2024, Pomerantz affirmed that Mexico remains competitive for manufacturing and logistics.

Meor’s Plans for 1 Million Square Meters

In light of the new landscape, Meor has devised a new expansion strategy focusing on acquiring stabilized industrial parks—properties that are already built and leased.

Meor will allocate $1 billion over the next seven years, with $300 million invested between 2025 and 2026. This investment could translate to approximately 1 million square meters of industrial space.

“We maintain absolute confidence in the country and are seeking assets in the same markets where we currently operate: Tijuana, Ciudad Juárez, Monterrey, and Mexico City,” Pomerantz explained.

Positive Signals

In the first months of 2025, Mexico experienced a decline in industrial warehouse occupancy due to companies’ caution, especially regarding US tariffs.

According to real estate services firm Colliers, 308,336 square meters of industrial space were leased in Monterrey (Nuevo León) during the first quarter of 2025. This figure represented a 57% decrease compared to the same period in 2024.

However, Pomerantz noted that April marked a turning point, driven by the announcement of Mexico’s exclusion from the reciprocal tariffs announced by President Donald Trump. In his view, this action would place Mexico above its manufacturing competitors, such as Vietnam, Cambodia, Thailand, and Taiwan.

Key Questions and Answers

  • Q: How is Meor addressing the uncertainty in Mexico’s industrial real estate sector? A: Meor is leveraging the federal government’s Plan México, which aims to create 100 industrial parks during the current six-year term.
  • Q: What is Meor’s strategy for expansion in the industrial real estate sector? A: Meor plans to acquire stabilized industrial parks and will invest $1 billion over the next seven years, focusing on markets like Tijuana, Ciudad Juárez, Monterrey, and Mexico City.
  • Q: How much industrial space does Meor aim to acquire? A: Meor intends to acquire approximately 1 million square meters of industrial space with its $1 billion investment.
  • Q: How has Mexico’s industrial real estate sector been affected by trade tensions with the US? A: Despite some slowdown in warehouse occupancy, Mexico remains competitive for manufacturing and logistics. The exclusion of Mexico from US tariffs announced by President Trump is seen as a positive development.