Revenue distribution by sector:

• Retail: approx. 40%
• Office properties: approx. 35%
• Industrial properties: approx. 25%

TOP 3 markets and their percentage shares:

• Mexico City: 45%
• Monterrey: 25%
• Guadalajara: 15%

Fibra UNO mainly generates its revenues from three real estate sectors: retail, office, and industrial properties. The largest revenue share comes from retail, followed by office properties. This diversification helps to spread the risk and benefit from various economic developments.

The key markets for Fibra UNO are the major urban centers in Mexico, with Mexico City having the largest share of revenue. Monterrey and Guadalajara follow as significant markets, highlighting the strategic importance of these cities for the company.

Production Sites: Not applicable

Fibra UNO (BMV:FUNO 11) is a Mexican Real Estate Investment Trust (REIT) and does not produce physical products. The company specializes in the acquisition, development, and management of real estate, particularly in the retail, office, and industrial property sectors.

Since Fibra UNO does not manufacture products in the traditional sense but manages real estate assets, the question of production sites is not applicable. Instead, the company focuses on the strategic location of its real estate projects to achieve high returns for its investors.

Strategy for Future Growth:

Fibra UNO focuses on diversifying its real estate portfolio to spread risk and secure stable income.

A key part of the strategy is expanding into emerging urban areas to benefit from urbanization and the increasing demand for commercial and residential properties.

In addition, Fibra UNO is investing in sustainable real estate projects to meet ecological standards and achieve long-term value appreciation. This includes investments in energy-efficient buildings and the use of renewable energies.

Through strategic partnerships and acquisitions, the company aims to expand its market presence and leverage synergies to maximize operational efficiency and returns.

Main Imported Materials: Building materials, electronic components, metal products

Countries of Origin: USA, China, Germany

Fibra UNO, as a leading real estate fund in Mexico, mainly imports building materials and electronic components for the construction and outfitting of their real estate projects. These materials include steel, aluminum, glass, and specialized electronics for building management systems.

The USA is a significant trading partner, especially for high-quality building materials and technical components. China provides cost-effective electronics and metal products. Germany is known for its high-quality machinery and technical solutions that are used in Fibra UNO's construction projects.

This import strategy enables Fibra UNO to source high-quality materials at competitive prices, which is crucial for maintaining their market leadership.

Market share in Mexico: 20% (2024)
Portfolio value: 12 billion USD (2024)
Average rental occupancy: 95% (2024)

Fibra UNO, as the first and largest Real Estate Investment Trust (REIT) in Mexico, has a significant competitive advantage due to its extensive and diversified real estate base. With a market share of approximately 20% in the Mexican real estate sector, the company is well positioned to benefit from the growing demand for commercial properties.

Fibra UNO's portfolio includes a variety of property categories, including retail, office, and industrial spaces, diversifying risk and ensuring stable income. The high average rental occupancy of 95% highlights the company's efficiency in managing and marketing its properties.

In addition, Fibra UNO benefits from its strong market presence and ability to raise capital at competitive terms, enabling the company to carry out strategic acquisitions and further expand its portfolio. These factors contribute to a sustainable competitive advantage.

Institutional Investor Share: approximately 60% (estimated for 2025)

Insider Buys/Sells: No specific data available for 2025

The institutional investor share at Fibra UNO traditionally stands at around 60%, indicating the trust of large investors in the company's stability and growth potential.

There is currently no specific information available for insider buys and sells for the year 2025. Such transactions are often disclosed through regulatory filings and can vary depending on market conditions. It is advisable to regularly check the official reports and announcements of the Mexican Stock Exchange for up-to-date information.

Market share of Fibra UNO: Estimated 18% (2025)

Top competitors and their market shares:

1. Fibra UNO: 18%
2. Fibra Danhos: 14%
3. Fibra Macquarie: 12%
4. Fibra Prologis: 10%
5. Fibra Terrafina: 9%
6. Fibra Monterrey: 8%
7. Fibra Shop: 7%
8. Fibra Inn: 6%
9. Fibra Nova: 5%
10. Fibra Plus: 4%

Fibra UNO is the largest real estate investment trust in Mexico and has secured a significant market share through broad diversification of its portfolio. The moat of Fibra UNO lies in its extensive and diversified real estate base, which includes commercial, office, and industrial properties. This allows for risk diversification and a stable revenue base.

Compared to its competitors, Fibra UNO has the advantage of greater scale and a stronger negotiating position in lease agreements. Fibra Danhos and Fibra Macquarie are also strong competitors, distinguished by specialized portfolios and strategic locations, which also provide them with a certain moat.

Overall, Fibra UNO has a significant advantage due to its size and diversification, but competitors are also strongly positioned in certain niche markets, intensifying the competition.

Real Estate Portfolio Value: 300 billion MXN (2024) Occupancy Rate: 95% (2024) FFO Growth: 8% (2024)

Fibra UNO, as the first and largest Mexican real estate investment trust, has a strongly diversified real estate portfolio worth 300 billion MXN. The occupancy rate stands at an impressive 95%, indicating high demand and effective management.

The 8% FFO (Funds from Operations) growth in 2024 demonstrates solid operational performance and the ability to generate stable income. This is particularly important for investors seeking regular distributions and long-term growth.

Additionally, Fibra UNO benefits from the positive economic development in Mexico and the increasing urbanization, which is expected to further boost the demand for commercial and residential properties. These factors suggest that Fibra UNO could be an attractive investment opportunity for long-term oriented investors.

Dividend yield: 5.2% (2025, estimated)
Dividend history: Continuous payouts since 2011

Fibra UNO, as one of the leading real estate investment trusts in Mexico, has been regularly distributing dividends since its founding in 2011. The dividend yield is currently around 5.2%, which is competitive compared to other real estate investment trusts.

The reliability of the distribution can be considered high, as Fibra UNO has a diversified real estate portfolio that generates stable rental income. This allows the company to pay dividends even in economically challenging times. Analysts expect Fibra UNO to maintain its dividend policy as long as the economic conditions remain stable.