Vesta Real Estate

VTMX

Market cap $2.73B

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.

MEXICO CITY--(BUSINESS WIRE)--Corporación Inmobiliaria Vesta, S.A.B. de C.V. (“Vesta”) (NYSE: VTMX; BMV: VESTA), a fully-integrated, internally managed real estate company that owns, manages, develops and leases industrial properties in Mexico, announced that it has entered into three new lease agreements for more than 550 thousand square feet, underscoring continued progress on the Company's Route 2030 strategic growth plan. “We are very pleased to see companies' continued confidence in Mexico.

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.

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 third quarter ended September 30, 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.

MEXICO CITY--(BUSINESS WIRE)--Corporación Inmobiliaria Vesta, S.A.B. de C.V. (NYSE: VTMX, BMV: VESTA) ("Vesta") announced today that the Company's Third Quarter 2025 financial results will be released after market close on Thursday, October 23, 2025. Vesta will host a conference call to discuss its results. Conference Call Details: Friday, October 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 To.

MEXICO CITY--(BUSINESS WIRE)--Corporación Inmobiliaria Vesta, S.A.B. de C.V. (the “Company” or “Vesta”) (NYSE: VTMX; BMV: VESTA), a fully-integrated, internally managed real estate company that owns, manages, develops and leases industrial properties in Mexico, today announced the closing of US$ 500 million aggregate principal amount of 5.500% senior unsecured notes (the “Notes”) due 2033. The issuance received a credit rating of BBB-/Positive by both, S&P Global Ratings and Fitch Ratings.

MEXICO CITY--(BUSINESS WIRE)--Corporación Inmobiliaria Vesta, S.A.B. de C.V. (“Vesta”) (NYSE: VTMX; BMV: VESTA), a fully-integrated, internally managed real estate company that owns, manages, develops and leases industrial properties in Mexico, today announced that it has priced an offering of US$500.00 million aggregate principal amount of 5.500% senior unsecured notes due January 30, 2033 (the “Notes”). The Notes will be issued through a private placement and resold by the initial purchasers.

MEXICO CITY--(BUSINESS WIRE)--Corporación Inmobiliaria Vesta, S.A.B. de C.V. (“Vesta”) (NYSE: VTMX; BMV: VESTA), a fully-integrated, internally managed real estate company that owns, manages, develops and leases industrial properties in Mexico, today announced that it intends to offer senior unsecured notes (the “Notes”) in a private placement to qualified institutional buyers in accordance with Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and outside the Unite.

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. (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.