Housing Push, FIBRA Rally, Rail Pause, World Cup Rates

This week in infrastructure, the federal government pushed hard on both social policy and red tape: the Housing for Wellbeing Program cleared its 2025 construction-start goal with 390,983 homes underway, while SICT moved to streamline key federal trucking procedures by consolidating filings and cutting duplicative trámites. Markets also kept the momentum, FIBRAs jumped 28.8% in 2025, led by industrial and logistics assets, with expectations the rally carries into 2026. On the tourism front, World Cup pricing pressures are already spiking, with Mexico City hotel rates soaring and short-term rentals positioned as a relief valve for demand.

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Housing for Wellbeing Program Beats 2025 Goal

Mexico’s Housing for Wellbeing Program (PVB) surpassed its 2025 construction-start goal, reaching 390,983 homes nationwide, prioritizing low-income households and vulnerable groups while advancing Sheinbaum’s broader social housing and loan-restructuring agenda.

SICT Simplifies Federal Trucking Procedures in New DOF Rule

SICT published a Dec. 26, 2025 DOF agreement to simplify DGAF federal motor transport procedures by merging duplicative filings, updating IDs, and eliminating select permitting processes, streamlining permits for new-vehicle transport plates, oversize cargo moves, and special route authorizations as part of its regulatory and digitalization push.

FIBRAs Post 28.8% Growth in 2025 Driven by Industrial Sector

Mexican FIBRAs surged in 2025, with S&P Global’s FIBRA Index up 28.83% by price and 37.35% by total return, led by industrial and logistics assets. Monex expects the rally to extend into 2026, supported by sector revaluation, trade visibility, and potential interest rate cuts.

Short-Term Rentals Crucial as World Cup Hotel Rates Soar: AMVITUR

Mexico City hotel rates for the 2026 FIFA World Cup are surging, up to four times the current average and around 961% for key dates, raising concerns about late-booking availability. AMVITUR says short-term rentals could ease demand, with Deloitte projecting US$87 million in direct impact and over US$13 million in host income.

Mexico–Queretaro Rail Work Paused in Teoloyucan

Construction on the Mexico–Queretaro passenger rail line is paused in Teoloyucan, State of Mexico, as residents demand a local station and more crossing infrastructure. Federal authorities say the project will continue while a working group reviews requests, even as the broader corridor advances and is about 8% complete.