Corporacion Inmobiliaria Vesta S.A.B. de C.V. (VTMX)
NYSE NYSE Primary 
XFRA 
Corporación Inmobiliaria Vesta, S.A.B. de C.V. (VTMX) Q1 2026 Earnings Call Transcript
Corporación Inmobiliaria Vesta, S.A.B. de C.V. (VTMX) Q1 2026 Earnings Call Transcript
Corporación Inmobiliaria Vesta, S.A.B. de C.V. (VTMX) Q4 2025 Earnings Call Transcript
Corporación Inmobiliaria Vesta, S.A.B. de C.V. (VTMX) Q4 2025 Earnings Call Transcript
Vesta: I Remain Enthusiastic Despite Headwinds
Vesta remains a strong buy due to its 23.7% NAV per share undervaluation and resilient performance despite macroeconomic headwinds. Leasing activity is rebounding, with secured rents and new projects expected to boost occupancy and revenue in 3Q and 4Q 2025. Adjusted P/FFO multiples (13.4x-15.4x) are attractive versus US industrial REIT peers, supporting the undervaluation thesis.
Corporación Inmobiliaria Vesta, S.A.B. de C.V. (VTMX) Q2 2025 Earnings Call Transcript
Corporación Inmobiliaria Vesta, S.A.B. de C.V. (NYSE:VTMX ) Q2 2025 Earnings Conference Call July 25, 2025 11:00 AM ET Company Participants Juan Felipe Sottil Achutegui - Chief Financial Officer Lorenzo Dominique Berho Carranza - Chief Executive Officer Maria Fernanda Bettinger Davo - Director of Investor Relations Conference Call Participants Abraham Fuentes Salinas - Santander Investment Securities Inc., Research Division Alan Macias - BofA Securities, Research Division Alejandra Obregon Martinez - Morgan Stanley, Research Division Antonio Hernandez Velez Leija - Actinver Casa de Bolsa, S.A.
Vesta: Strong Earnings And Undervalued Assets Yet To Be Reflected In Its Stock Price
Vesta is strategically expanding in northern Mexico to capitalize on nearshoring, strengthening ties with the U.S. and benefiting from shifting supply chains away from China. The company boasts strong fundamentals: high occupancy rates, robust net income, and projected double-digit revenue growth, supported by Mexico's booming real estate sector. Vesta's shares trade at a 34% discount to NAV, presenting a compelling buying opportunity as the market has yet to fully price in its intrinsic value.
Corporación Inmobiliaria Vesta, S.A.B. de C.V. (VTMX) Q1 2025 Earnings Call Transcript
Corporación Inmobiliaria Vesta, S.A.B. de C.V. (NYSE:VTMX ) Q1 2025 Earnings Conference Call April 24, 2025 11:00 AM ET Company Participants Fernanda Bettinger – Investor Relations Officer Lorenzo Dominique Berho – Chief Executive Officer Juan Sottil – Chief Financial Officer Conference Call Participants Pablo Ricalde – Itaú Rodolfo Ramos – Bradesco Alejandra Obregon – Morgan Stanley Adrian Huerta – JPMorgan Jorel Guilloty – Goldman Sachs Gordon Lee – BTG Andres Aguirre – GBM Francisco Suárez – Scotiabank Alan Macias – Bank of America Bernardo Malpica – Santander Armando Rodriguez – Signum Research Operator Greetings, ladies and gentlemen.
Corporación Inmobiliaria Vesta, S.A.B. de C.V. (VTMX) Q4 2024 Earnings Call Transcript
Corporación Inmobiliaria Vesta, S.A.B. de C.V. (NYSE:VTMX ) Q4 2024 Earnings Conference Call February 19, 2025 10:00 AM ET Company Participants Fernanda Bettinger - Director, IR Lorenzo Berho - CEO Juan Sottil - CFO Conference Call Participants Pablo Monsivais - Barclays Bank Alan Macias - Bank of America Merrill Lynch Alejandra Obregon - Morgan Stanley Gordon Lee - BTG Rodolfo Ramos - Bradesco BBI Francisco Chavez - BBVA Jorge Vargas - GBM Jorel Guilloty - Goldman Sachs Keefer Kennedy - Citi Bank David Soto - Scotia Bank Armando Rodriguez - Signum Research Operator Greetings, ladies and gentlemen.
Vesta: A Growth Story Shadowed By Political Risks
Corporación Inmobiliaria Vesta benefits from near-shoring and e-commerce trends, with a strong portfolio and sound business fundamentals, making it attractively valued for long-term investors. Vesta's portfolio is diversified, with high occupancy rates and significant growth plans, aiming to increase revenue from $251 million to $489 million by 2030. Political risks, including potential tariffs and currency fluctuations, are notable, but Vesta's exposure is mitigated by its U.S. dollar-denominated rental income and strategic debt management.
Corporación Inmobiliaria Vesta, S.A.B. de C.V. (VTMX) Q3 2024 Earnings Call Transcript
Corporación Inmobiliaria Vesta, S.A.B. de C.V. (NYSE:VTMX ) Q3 2024 Earnings Conference Call October 25, 2024 11:00 AM ET Company Participants Fernanda Bettinger - IRO Lorenzo Berho - CEO Juan Sottil - CFO Conference Call Participants Alejandra Obregon - Morgan Stanley Jorel Guilloty - Goldman Sachs Felipe Barragan - BTG Pactual Isabela Salazar - GBM Armando Rodriguez - Signum Research Operator Greetings, ladies and gentlemen, welcome to the Vesta Third Quarter 2024 Earnings Conference Call.
