Five-year plan unites Mexican pension capital, development funds, sovereign wealth funds, multilateral institutions and international institutional investors behind approximately 6 GW of renewable power, nearly 700 km of highways, digital expansion, and mid-stream opportunities.
MEXICO CITY – May 4th, 2026 – MIP Real Assets (Mexico Infrastructure Partners) plans to invest more than $12 billion in Mexican infrastructure over the next five years, the largest single infrastructure investment program announced by a fund manager in Mexico and among the first to unite Mexican worker pension savings, development capital, and international institutional capital within a single coordinated program at this scale.
MIP has built significant international capabilities to connect Mexico's most compelling infrastructure opportunities with the world's largest pools of institutional capital. Operating at the intersection of Mexico's development priorities and global investment demand, MIP provides what neither side can achieve alone: the regional relationships, regulatory fluency, and on-the-ground presence that only a firm built in Mexico can provide, and the international reach to finance them at scale — turning ambition into execution.
"Mexico is not a story about potential anymore, it is a story about execution. We have the projects, we have the partners, and we have the capital. This plan is about putting all three to work: building the power plants, the roads, and the digital infrastructure the country needs, putting Mexican workers' savings to work in the infrastructure their country is building, and giving global investors a credible, institutional-grade way to participate in Mexico's next chapter."
Guillermo Fonseca, Partner, MIP Real Assets
The plan arrives at a moment of record demand for infrastructure investment. Global fundraising hit $200 billion in 2025 as private capital raced to meet what McKinsey estimates will be $106 trillion in global infrastructure needs through 2040. Mexico, the United States' largest trading partner and a primary beneficiary of the nearshoring realignment of North American supply chains, now sits at the center of that demand. MIP's program aligns directly with Plan México, the current administration's strategy to build out Mexico's energy and transport infrastructure through mixed public-private investment while partnering on strategic assets under state stewardship.
MIP's plan directs approximately $8 billion to renewable power generation, $2.5 billion to highways, $1 billion to midstream opportunities, and $500 million to digital expansion. It plans to invest approximately $6 billion in equity alongside $6 billion in debt. The renewable tranche will incorporate nearly 6 GW of solar and wind capacity through a combination of greenfield construction and the acquisition of operating assets from leading local and international renewable energy developers. The highway tranche adds roughly 500 km of new construction and 200 km of brownfield acquisitions across the Bajío and the Mexico City–León corridor, one of the country's most economically critical axes and the physical spine of its nearshoring boom — building on MIP's existing toll road platform FEXI, which today operates 610+ km of highway concessions across Mexico.
Under a structure aligned with federal energy policy, the FIEMEX fund will invest in the development of new power generation assets in partnership with CFE (Comisión Federal de Electricidad), expanding its portfolio while preserving the government's majority ownership and strategic control over the country's power infrastructure.
The AFORES system holds the retirement savings of approximately 70 million Mexican workers. By channeling AFORES capital through private structures and public FIBRA E vehicles (Mexico's publicly traded infrastructure investment trust) alongside international investors, Mexican workers, in effect, become co-owners of the infrastructure their country is building.
As part of the announcement, MIP Real Assets highlighted its expanding international platform, with a team now active across the United States, Canada, Europe, and the Gulf to facilitate cross-border capital into Latin American infrastructure.
"After two decades investing in global infrastructure, the Mexican opportunity is among the most attractive I have seen – a deep pipeline of projects, strong local capital, and a genuine government partnership that is rare in any market. International investors are increasingly seeking diversified, essential infrastructure assets, and Mexico is open for business."
Aaron Vale, Global Managing Director, MIP Real Assets
MIP Real Assets is the largest infrastructure fund manager in Latin America, with a portfolio enterprise value of $12.3 billion. Where global infrastructure managers deploy capital across dozens of markets worldwide, MIP was built in Latin America, combining institutional-grade governance with more than a decade of on-the-ground execution in the region.
Initial deployments under the Mexico plan are already under way, with more than $1 billion committed in 2026 through the acquisition of the 82-kilometer León–Salamanca highway closed on April 16 through a FIBRA E structure and the acquisition of 321 MW of renewable projects from Acciona of Spain. Additional announcements, in Mexico and across MIP's broader North American platform, are expected in the coming months.
MIP Real Assets (Mexico Infrastructure Partners) is a leading energy and infrastructure investment manager in Latin America, founded in 2012 and with a portfolio enterprise value of $12.3 billion across energy, transport, digital infrastructure, logistics, water, and social platforms throughout Mexico, Colombia, Peru and the U.S. An independent, partner-owned firm headquartered in Mexico City with international presence in the Americas, Europe and the Gulf Region, MIP Real Assets specializes in investing and operating critical infrastructure assets, channeling the long-term savings of Mexican and Latin American workers alongside international institutional capital into assets that build economies and generate sustainable returns. For more information, visit mexicoinfra.com.
FIEMEX is FONADIN's flagship power generation platform, managed by MIP Real Assets and operated by Quantum Energía — comprising 12 combined-cycle gas power plants and one wind facility totaling 8.5 GW, representing 16% of Mexico's installed generation capacity. Operating under long-term power purchase agreements with CFE, Mexico's national utility, FIEMEX listed on the Mexican Stock Exchange as a FIBRA E in June 2025.
FEXI is MIP Real Assets' flagship toll road platform — six highway concessions spanning 610+ km across Mexico. With inflation-protected tariffs, long-term concessions averaging over 26 years, and exposure to key tourism, industrial, and logistics corridors, FEXI listed on the Mexican Stock Exchange as a FIBRA E in July 2021. The portfolio is managed and operated by Operadora Quantum, MIP's in-house infrastructure operating platform.
Sebastian Agignoae
sagignoae@mipreal.com