Vesta Real Estate (VTMX)

• Market cap: $2.17B
• 1 day: -0.47%
• 5 days: 12.52%
• 1 month: 20.21%
• 3 months: 1.56%
• 6 months: 6.69%
• Year to date: 6.11%
• 1 year: -22.78%
• 5 years: -14.90%
• 10 years: -14.90%
• Sector: Real Estate
• Industry: Real Estate Development

About: Corporacion Inmobiliaria Vesta SAB de CV is an internally managed real estate company that owns, manages, develops, and leases industrial properties in Mexico. The Company's primary business is the acquisition, development, and management of industrial and distribution center real estate. The company designs and constructs park-to-suit projects across various industries; undertakes build-to-suit projects; and provides site selection, design and engineering, and sale and leaseback services. The primary source of revenue is the rental income received from customers under operating leases. It serves aerospace, automotive, food and beverage, logistics, medical devices, plastics, and other industries.

Employees: 107

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

4% more funds holding

Funds holding: 69 [Q3] → 72 (+3) [Q4]

0.16% less ownership

Funds ownership: 1.43% [Q3] → 1.27% (-0.16%) [Q4]

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

16% less capital invested

Capital invested by funds: $342M [Q3] → $288M (-$53.6M) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $21 23% downside
• Avg. target: $28 0% upside
• High target: $34 24% upside

2 analyst ratings

• positive: 1 50%
• neutral: 0 0%
• negative: 1 50%

Goldman Sachs Jorel Guilloty 0% 1-year accuracy 0 / 1 met price target	23% downside $21	Sell Downgraded	25 Mar 2025
Barclays Pablo Monsivais 57% 1-year accuracy 4 / 7 met price target	24% upside $34	Overweight Maintained	6 Mar 2025