In the midst of tariff uncertainty and less dynamism in investments, the company is betting its offer on key markets that will be ready for recovery.
Despite the international environment marked by the uncertainty of the U.S. tariff negotiations, ROCA Desarrollos reports a solid performance in attracting industrial projects during 2025 and maintains a strategy focused on resilience and sustainable growth.
“So far this year we have maintained a stable level of project attraction, although we do observe a slowdown compared to the extraordinary dynamism of 2023. Compared to 2024, the results have been very similar, with the difference that customers’ decision-making processes today are more cautious and prolonged,” explained Hernán Montemayor, CEO of ROCA Desarrollos.
Currently, ROCA has a portfolio of 1 million square meters in 10 states of the country, of which 150 thousand square meters are under development in different strategic markets.
The company acknowledges that the tariff issue has generated less dynamism and more caution in investment decisions, especially in companies with greater exposure to the U.S. market. However, so far there have been no cancellations.
“About 20 to 25% of the projects under negotiation are on temporary pause, pending greater clarity in the negotiations. This is a measure of prudence, not a structural change in the investment trend. Projects that reach firm commitments or advances have not been canceled, which confirms confidence in Mexico as a strategic destination,” Montemayor said.
As for its investment plans, Hernán Montemayor stresses that they have not slowed down, but have been adjusted to focus on the most resilient sectors, such as advanced manufacturing, automotive, electricity and logistics.
“We are conservative in the start of new projects, but at the same time strategic. The 150 thousand square meters that we are currently developing are located in key markets that will be ready for recovery, which we anticipate will be consolidated in the next 12 months,” he added.
In addition to the tariff factor, Montemayor identifies three main challenges in Mexico that generate concern among investors: the availability and quality of electricity infrastructure, regulatory certainty and agility in obtaining local permits.
In this sense, ROCA has invested in robust and redundant electrical infrastructure, and works with both the CFE and partners specialized in clean energy and self-supply schemes.
“The objective is for each tenant to operate with the certainty of having a reliable and sustainable supply, aligned with the global standards they require,” he concluded
Source: Forbes Mexico. (2025, october). ROCA Desarrollos remains strong in its expansion plan.
