
In the current world, there are 10 significant trends that could influence the corporate market and, consequently, also in our country. One of them focuses on the optimization of workspace by companies, which has become a crucial factor in improving availability levels and the absorption rate, which currently averages at 22.5%, down from the previous 23%.
Another aspect to consider is the analysis of the capitalization rate (cap rate) behavior of assets belonging to the main Real Estate Investment Trusts (Fibras) toward the end of 2024. On average, this rate registered at 9.3%, although health sector assets reached 10.4%. According to a study conducted by the firm Knight Frank, there are several reasons that may motivate the reduction of office assets in the coming months, which could redefine the business.
The firm LOGAN has conducted an annual survey forecasting significant changes, such as the decrease in office assets, and considers key events such as the return of Donald Trump, the transition from uncertainty to volatility, margin maximization, and rethinking the corporate map in organizations. Additionally, it is expected that technological trends, such as Artificial Intelligence (AI), will be very prominent in the market.
In markets like Mexico City, additional challenges are faced, such as the reduction in new space construction, as well as the expectation of a more favorable economic cycle that promotes investment. ESG (environmental, social, and governance) policies are emerging as fundamental in real estate strategies, particularly due to the risks associated with climate change.
In conclusion, the behavior of the real estate market this year will be marked by the need to increase gross absorption above 400,000 m2 in Mexico City, which is the largest market in Latin America.