With information about the interest in acquiring Terrafina, Fibra Prologis stated that although they are interested, it prioritizes capital discipline before closing the transaction, according to Barclays strategists.

The real estate investment trust in the industrial segment reiterated the commitment they maintain by continuing with the acquisition process and that will allow terrafina fiber investors to choose the best option, showing confidence in optimizing their portfolio.

Of Interest: Northern markets concentrate half of industrial demand in 2023

Regarding the current valuation, fiber prologis faces questions from investors about whether the valuations already reflect the value of its portfolio, although the P/NAV (price/net asset value) of 1.15x(times ) and 5.3% cap rate for 2024 suggest a premium to peers.

Demand dynamics remain favorable and your portfolio should increase in value.

Consult here: Lack of energy supply impacts industrial demand in Ciudad Juárez

Finally, the last topic was the dynamics of supply and demand for industrial warehouses, it is expected that demand will continue to exceed supply, but with the energy limitations that we are facing and the limited availability of land, they could be a important problem in developments.

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Original note.