Logistic Properties of the Americas releases transcript of 4Q 2025 earnings call
Logistic Properties of the Americas
Logistic Properties of the Americas LPA | 0.00 |
- Logistic Properties of the Americas discussed 4Q25 results on its earnings call attended by CEO Esteban Saldarriaga, CFO Paul Smith, IR head Camilo Ulloa, Citi analyst André Chaves Mazini.
- Management highlighted operating GLA up 13.3% to 5.8 million square feet, full occupancy at quarter-end, average rent per square foot up 11% to USD 8.65, consolidated revenue up 14.3% to USD 50.1 million, cash NOI up 12.4% to USD 40.3 million.
- Expansion in Mexico centered on strategic partnership with Fortem Capital, targeting roughly a USD 200 million investment via forward purchases of stabilized, dollar-denominated Class A assets at Central Park 57 in Hidalgo; once completed, park expected to total about 2.1 million square feet across eight buildings, described as a 36% increase in total operating portfolio GLA versus year-end 2025.
- Mexico M&A activity viewed as supportive, with management expecting market segmentation that opens mid-market deal flow of about USD 100 million to USD 300 million, with potential portfolio pruning creating additional acquisition opportunities.
- Peru pipeline flagged as near-term growth driver, with Pepsico occupying a new 254,000-square-foot LEED Gold facility at Parque Logístico Callao; a fourth 215,000-square-foot building remains on track for 2Q delivery and was described as 100% pre-leased under a dollar-denominated contract.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Logistic Properties of The Americas published the original content used to generate this news brief on May 04, 2026, and is solely responsible for the information contained therein.
