Tightening Supply Chains and Trade Rules Create 'Nearshoring 2.0' Opportunities in Mexico
Why this matters
Industrial has moved into a normalization phase after the 2020-2023 frenzy. Vacancies are up modestly, sublease space remains a watch item in the big-box logistics segment, and rent growth has shifted from double-digit to mid-single-digit. The long-term tailwinds — nearshoring, e-commerce penetration, infill scarcity — remain intact. Vail land basis continues to clear at new highs in the village and adjacent submarkets. Luxury hospitality remains supply-constrained and tightly held. Institutional capital is calibrating between core income and value-add basis plays as the cycle matures.
Editorial analysis · Real Estate Trail Editorial
-- HFA's Daniela Villagran and Ana Larranaga advise industrial developers on compliance, power availability and local partnerships as Mexico's U.S. exports continue to grow. BENTONVILLE, Ark., Sept. 29, 2026 /PRNewswi…
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