Fibra Terrafina (CBAOF) Research

Terrafina (BMV:TERRA13) functions as a Mexican real estate investment trust, primarily established to acquire, construct, lease, and administer industrial properties across Mexico. Its portfolio features appealing and strategically situated warehouses and facilities for light manufacturing, distributed across Mexico's Central, Bajio, and Northern regions. The entity benefits from the internal oversight of highly experienced industry experts, alongside external strategic advice provided by PGIM Real Estate. Terrafina's holdings comprise 300 real estate assets in total. This includes 289 operational industrial sites, encompassing an approximate gross leasable area (GLA) of 42.3 million square feet, in addition to 11 plots of land designated as reserves for organic portfolio expansion. The principal aim is to deliver compelling risk-adjusted returns to its certificate holders, achieved through consistent distributions and asset value appreciation. This overarching goal is pursued by ensuring strong performance from its industrial and supplementary properties, undertaking strategic acquisitions, leveraging significant institutional backing, and maintaining an effective management and corporate governance framework.

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