Faced with a recovery that they foresee may occur in the industrial sector in the following year, in a “nearshoring 2.0”, ROCA Desarrollos is betting on new projects in an area of around 150 thousand square meters.
Roberto Cantú Alanís, Executive President of ROCA Desarrollos, pointed out that they currently have industrial parks in 10 states, which together represent an area per million square meters.
“Of the million square meters, 150 thousand square meters is what we have under development. That is, 850,000 already stabilized and 150,000 under development.
“Of those 150 thousand square meters, there are projects from the paperwork stage to others in the construction stage,” he explained.
He indicated that they foresee that the recovery in demand will be consolidated over the next 12 months, so they are preparing to meet that demand.
“Currently, we have active projects (in their different stages of development) in Guadalajara, Tijuana, Ciudad Juárez, Reynosa, San Luis, Querétaro, Ramos Arizpe, Ciénega de Flores, Escobedo and Apodaca,” he said.
Cantú Alanís indicated that, in the face of the uncertainty caused by the tariff negotiations of the Donald Trump administration,
Trump caused less dynamism in most markets.
“The average absorption in the markets in which we participate so far in 2025 has been variable, in some a 50% reduction of the absorption of the equivalent period of 2023-2024:
“In the case of the Guadalajara market, we expect that this 2025 will close with an even greater absorption than in 2023-2024,” he said.
He pointed out that, during the fourth quarter of last year, and the first quarter of this 2025, there has been a slowdown, mainly in the arrival of new investments.
“However, companies already established in Mexico not only maintain their operations, but many continue with expansion plans.
“In recent weeks, we have seen a reactivation of interest in different markets, which confirms confidence in the country’s solidity as an investment destination,” he said.
He indicated that, since the arrival of U.S. President Donald Trump, they have been conservative in the start of new projects.
“En general, todo el sector desarrollador así lo ha sido (conservador), a pesar de que la absorción ha sido más lenta durante estos últimos 12 meses.
“The availability rate of industrial spaces in the markets remains very healthy with an average of 6% at the national level, which is even lower than the U.S. vacancy rate that is currently 8%,” he said.
He mentioned that they continue to be optimistic about the potential of the Mexican market to attract foreign investment.
“We believe that once the current tariff negotiations between the United States and the rest of the world are completed, the differential in the tariff rate for Mexican exports with respect to those of the rest of the world will be greater than in previous years, especially with respect to Asia.
“This differential in favor will make Mexican exports to North America even more competitive, which could lead to what he called the “nearshoring 2.0″ that could begin at the end of 2026, once the negotiations to renew the USMCA are completed,” he said.
Source: Printed Editorial Newspaper El Norte, Special Business Section
