Invest in Fibra Mty
Our goal is to simplify real estate investment.
Fibra Mty is a multi-investor vehicle.
How do you build your wealth with Mexican REITs?
The main yield source for Mexican REITs comes from cash distributions, it is estimated that 80% of the total yield will be through cash distributions in the long run.
Appreciation yield is generated only on the sale of the certificate, in the meantime it is considered an unrealized gain or loss. It is important to note that in the case of Mexican REITs this yield is not taxed.
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In order to invest in Fibra Mty securities, first you need to open an account with the brokerage firm of your choice. Before doing so, we highly recommend you review and compare all the possible options regarding commissions, minimum opening deposit, and the different tools offered to ease the trading of investment instruments.
Once you have opened your brokerage account, the next step is to add funds. This will get you started with the trading of investment instruments.
After you have added funds to your account, you may start purchasing Fibra Mty’s
certificates. There are two ways to do so:
i) Through a purchase order with your Broker or Agent
ii) Directly from your online account (it is worth noting that only some brokerage firms provide this feature, make sure you understand the platform before making your first transaction).
Holding Fibra Mty’s certificates entitles you to recurring cash distributions, which are transferred directly to your investment account. The funds you receive may be used to acquire more certificates and grow your earnings, or you can cash them out according to your needs.
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Simply put, it is an investment instrument that acquires and manages properties on a large scale in different sectors such as office buildings, industrial facilities, shopping malls, hotels, among others. The properties are managed by a professional team that is responsible for operating and improving the properties to satisfy the needs of its tenants and generate value and returns for its investors.
Mexican REITs are similar to U.S. REITs and share the features of both fixed income and equity securities but can offer more attractive returns under relatively low-risk levels compared to other investment options in the market.
Since Mexican REITs are listed on the Mexican Stock Exchange, the investing public can purchase securities through any brokerage firm that is registered and approved by Mexico’s banking and securities regulator.
One of the greatest benefits for investors is that there are regulatory bodies who constantly review Fibra Mty's management and decision making, among them are: the Mexican Antitrust Commission (Comisión Federal de Competencia Económica – COFECE), the Mexican Tax Administration Service (Servicio de Atención Tributaria – SAT), the Bank of Mexico and Mexico’s banking and securities regulator (Comisión Nacional Bancaria y de Valores – CNBV), always looking out for the best interests of the investing public.
CBFIs are basically the same as stocks. Whoever holds a CBFI is considered an investor and equity partner of the Mexican REIT and therefore has different rights, for example, to receive recurring distributions from the Trust.
Fibra Mty’s certificates are listed on the Mexican Stock Exchange since 2014 under ticker symbol “FMTY-14”.
There are two main yield sources for Mexican REITs: 1) Cash distribution yield, which is the result of dividing all cash distributions received by the purchase price; and, 2) certificate appreciation yield, which is calculated by dividing the current or sale price by the purchase price.
Mexican REITs are long-term investment vehicles and are distinguished by the fact that approximately 80% of the total yield comes from cash distributions in the long run. It is worth noting that appreciation yield is generated only upon sale.
In accordance with articles 187 and 188 of the Mexican Income Tax Law, there are different tax effects applicable to the return on investments in Mexican REITs:
Cash distributions that are classified as “Taxable Income” will be taxed according to the withholding rate applicable to each investor. Your broker will withhold the applicable tax and provide you with a withholding certificate at the end of the year.
Cash distributions that are categorized as “Capital Reimbursement” will be taxed at 0%.
Certificate appreciation (sales price – purchase price) will be taxed at 0%.