Housing Debate Rages as Industrial Demand Soars

This week in infrastructure, housing prices continued their upward climb, with used and social housing leading the surge. In infrastructure, FIBRAeMX gears up to acquire a key toll highway amid nearshoring momentum, while Holcim sharpens its global focus following the spin-off of its North American operations into Amrize.

Your weekly dose of Infrastructure is here!

INFONAVIT’s Plan to Regularize Irregular Homes Sparks Debate

INFONAVIT’s plan to regularize 168,000 irregularly occupied homes, many inhabited by squatters or defaulted borrowers, has sparked national debate. While the government emphasizes avoiding evictions and offering rent-to-own schemes, business groups warn the proposal undermines property rights and sets a dangerous legal precedent.

Mexican Housing Prices Rise 8.2% in 1Q25

Mexico’s average home price rose 8.2% YoY in 1Q25 to MX$1.85 million, driven by stronger gains in used and economic-social housing. Tijuana and Leon led regional growth. Meanwhile, the Housing for Well-Being Program boosted construction across 29 states and supported a 1.8% rise in sector employment.

FIBRAeMX to Raise MX$6.5 Billion to Acquire CIBSA

FIBRAeMX will raise MX$6.5 billion through a second CBFE issuance to acquire a majority stake in CIBSA, operator of the key Salamanca–Leon highway. The deal supports infrastructure growth and nearshoring trends, backed by a 30-year concession extension and phased toll hikes.

Holcim Completes North American Amrize Spin-Off

Holcim completed the 100% spin-off of its North American business, now trading as Amrize (AMRZ) on the SIX and NYSE. The move creates two independent companies, enabling sharper strategic focus. Holcim will now prioritize growth in key markets under its NextGen Growth 2030 strategy.

AICM Begins Renovations Ahead of FIFA 2026 Amid Delays

AICM has begun renovating Terminal 1’s Concourse B to improve passenger comfort ahead of the 2026 FIFA World Cup. Despite delays and budget cuts due to funding diverted to AIFA, key upgrades will continue through 2026. The government has allocated MX$8 billion for AICM as part of broader airport improvements across host cities.

Saltillo’s Industrial Demand Surges, Led by Auto, Logistics

Saltillo’s industrial market surged in 1Q25 with 114,000m² net absorption, driven by strong demand from the automotive and logistics sectors. Vacancy remained low at 2.0%, while new supply and construction activity hit record levels. Foreign investment, especially from the United States, China, and Spain, continues to boost Saltillo’s role as a top industrial hub in Mexico.