Fibra UNO : Presentación Corporativa 1T23

CORPORATE

PRESENTATION

1Q23

NEARSHORING OPPORTUNITY: WHERE WE COME FROM?

																											GDP
20,000,000																								(million USD)
18,000,000		Mexico´s GDP (1994)				527,813																									Mexico´s GDP (2021)					1,272,839
	China´s GDP (1994)					564,325																									China´s GDP (2021)					17,734,063
16,000,000
14,000,000
12,000,000
10,000,000
																																							China enters
8,000,000																					NAFTA																WTO
6,000,000
4,000,000
2,000,000
-	1961																						1983	1984																						2006	2007
1960	1962	1963	1964	1965	1966	1967	1968	1969	1970	1971	1972	1973	1974	1975	1976	1977	1978	1979	1980	1981	1982	1985	1986	1987	1988	1989	1990	1991	1992	1993	1994	1995	1996	1997	1998	1999	2000	2001	2002	2003	2004	2005	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021

Source: World Bank, march 21st, 2023

China Mexico

2

RESULTS FROM GLOBALIZATION, AMONG OTHERS

• From 1994 to 2021 the value of China´s GDP grew 31.4x to reach Us. 17,734,063 million.
• From 1994 to 2021 the value of Mexico´s GDP grew 2.4x to reach Us. 1,272,839 million.

3

EFFECTS OF THE SUPPLY CHAIN RESHUFFLING

400

350

300

250

200

150

100

50

0

Million sqft absorption vs Rent increases

12.0%

10.4%		10.0%
				8.0%
				6.0%
			4.8%
				4.0%
				3.0%
				2.0%
						0.0%
North America	Europe		Asia- Pacific
			Annual net absorption (millon sqft)		Annual rent increase

Source: CBRE 2021

4

SIZING THE NEARSHORING OPPORTUNITY

UNITED
STATES	CHINA
7,761.9 M
21,527.8 M
sqft
sqft

MEXICO

646.9 M sqft

If Mexico captures 3% of China´s GLA,

the Mexican industrial market would double (2x).

5

Source: JLL, CBRE, Statista.