Vesta Real EstateVTMX
VTMX
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
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
21% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 19
9% more capital invested
Capital invested by funds: $289M [Q4 2024] → $315M (+$26.8M) [Q1 2025]
0.02% more ownership
Funds ownership: 1.27% [Q4 2024] → 1.29% (+0.02%) [Q1 2025]
7% less funds holding
Funds holding: 73 [Q4 2024] → 68 (-5) [Q1 2025]
17% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 18
100% less funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 0 (-1) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$21
24%
downside
Avg. target
$21
24%
downside
High target
$21
24%
downside
1 analyst rating
0 positive
0%
0 neutral
0%
1 negative
100%
Goldman Sachs Jorel Guilloty | 24%downside $21 | Sell Downgraded | 25 Mar 2025 |
Financial journalist opinion
Positive
Seeking Alpha
1 week ago
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.
Neutral
Seeking Alpha
1 month ago
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.
Positive
Zacks Investment Research
1 month ago
New Strong Buy Stocks for April 24th
YARIY, OCX, SMHI, VTMX and BANF have been added to the Zacks Rank #1 (Strong Buy) List on April 24, 2025.
Neutral
Business Wire
1 month ago
Corporación Inmobiliaria Vesta Reports First Quarter 2025 Earnings Results
MEXICO CITY--(BUSINESS WIRE)--Corporación Inmobiliaria Vesta S.A.B. de C.V., (“Vesta”, or the “Company”) (BMV: VESTA; NYSE: VTMX), a leading industrial real estate company in Mexico, today announced results for the first quarter ended March 31, 2025. All figures included herein were prepared in accordance with International Financial Reporting Standards (IFRS), which differs in certain significant respects from U.S. GAAP. This information should be read in conjunction with, and is qualified in.
Neutral
Business Wire
1 month ago
Vesta Announces the Filing of Its Annual Report on Form 20-F for Fiscal Year 2024
MEXICO CITY--(BUSINESS WIRE)--Corporación Inmobiliaria Vesta, S.A.B. de C.V. (“Vesta” the “Company”) (NYSE: VTMX), hereby announces that on April 21, 2025, Vesta filed its annual report on Form 20-F for the fiscal year ended December 31, 2024 (the “2024 Annual Report”) with the Securities and Exchange Commission (the “SEC”). The 2024 Annual Report can be accessed by visiting either the SEC's website at www.sec.gov or the SEC Filings section of the Company's investor relations website at https:/.
Neutral
Zacks Investment Research
1 month ago
TRTX vs. VTMX: Which Stock Is the Better Value Option?
Investors interested in stocks from the Real Estate - Operations sector have probably already heard of TPG RE Finance Trust (TRTX) and Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR (VTMX).
Neutral
Business Wire
2 months ago
Vesta Announces First Quarter 2025 Earnings Conference Call and Webcast
MEXICO CITY--(BUSINESS WIRE)--Corporación Inmobiliaria Vesta, S.A.B. de C.V. (NYSE: VTMX, BMV: VESTA) ("Vesta") announced today that the Company's first quarter 2025 financial results will be released after market close on Wednesday, April 23, 2025. Vesta will host a conference call to discuss its results: THURSDAY, APRIL 24, 2025 11:00 a.m. ET 9:00 a.m. Mexico City Time To participate in the conference call, please connect via webcast or by dialing: International Toll-Free: +1 (888) 350-3870 I.
Positive
Seeking Alpha
3 months ago
Buy The Dip: 2 REITs Getting Way Too Cheap
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.
Neutral
Seeking Alpha
3 months ago
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.
Neutral
Business Wire
3 months ago
Corporación Inmobiliaria Vesta Reports Fourth Quarter 2024 Earnings Results
MEXICO CITY--(BUSINESS WIRE)--Corporación Inmobiliaria Vesta S.A.B. de C.V., (“Vesta”, or the “Company”) (BMV: VESTA; NYSE: VTMX), a leading industrial real estate company in Mexico, today announced results for the fourth quarter ended December 31, 2024. All figures included herein were prepared in accordance with International Financial Reporting Standards (IFRS), which differs in certain significant respects from U.S. GAAP. This information should be read in conjunction with, and is qualified.
Charts implemented using Lightweight Charts™