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Corporación Inmobiliaria Vesta, S.A.B. de C.V. (VTMX) Q4 2025 Earnings Call Transcript
Dividend growth is a great catalyst for upside in the REIT sector. This is especially true when the dividend growth potential is underappreciated by the market. I highlight 3 such cases that I expect to surge higher over the coming years.
Corporación Inmobiliaria Vesta, S.A.B. de C.V. (NYSE:VTMX ) Q3 2025 Earnings Call October 24, 2025 11:00 AM EDT Company Participants Fernanda Bettinger - Director of Investor Relations Lorenzo Dominique Berho Carranza - Chief Executive Officer Juan Felipe Sottil Achuttegui - Chief Financial Officer Conference Call Participants Juan Ponce - Banco Bradesco BBI S.A.
Dividend growth is a powerful catalyst for REITs. Hike announcements commonly lead to immediate upside. I present 3 undervalued REITs with rapid dividend growth potential.
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.
I have made many mistakes over the years. Some have cost me a lot of money. Learn from my mistakes and avoid major losses.
The REIT market keeps evolving very rapidly. My favorite REITs to buy right now are in the retail and industrial property sectors. I highlight 3 Top Picks for July 2025.
We are likely headed into a recession. Cyclical stocks have sold off significantly. Some of them are now deeply undervalued and could present significant upside potential in a future recovery.
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.
REITs are finally outperforming again. They are not impacted by the trade war or even recessions in many cases. I present my top 3 buys right now.
Earnings season is leading to significant market volatility. The market is quick to overreact to short-term setbacks. Here are two great 'buy-the-dip' opportunities in the REIT sector.
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.
Most REITs have surged due to interest rate cuts. But many REITs missed out on this rally and remain undervalued. I present 3 of my Top Picks for 2025.
REITs are still priced at a decade-low valuation. Some REITs have the potential to double your money in a few years. I present two such once-in-a-decade buying opportunities.
Some REITs suffered a dip in recent weeks. As a result, they have become cheap again. We highlight 2 of our favorite buy-the-dip opportunities.
Donald Trump's proposed policies could impact inflation and interest rates. They could also impact individual property sectors. We explain the impact on residential, industrial, cell tower, healthcare, and the cannabis property sectors.
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.
REITs have surged in the recent month. But opportunities remain abundant. I present 2 REITs that are still deeply undervalued.
Despite political uncertainties, the nearshoring trend remains strong, benefiting companies like Corporacion Inmobiliaria Vesta, which focuses on logistics and warehouses. Nearshoring offers significant advantages, including reduced shipping times and lower labor costs compared to China, enhancing Mexico's appeal for US companies. Vesta has had growing and predictable income and has invested in projects below the company's cost of capital.
I often hold my REITs for just 1-2 years. But there are some exceptions that we expect to hold for the long run. Here 5 REITs that I will hold for the next decade.