Corporación Inmobiliaria Vesta, S.A.B. de C.V.

VTMX

$34.78

+0.81%

N/A+$0.28

Bienes Raíces

Bienes Raíces - Desarrollo

NYSE

Negociación activa

Corporación Inmobiliaria Vesta, S.A.B. de C.V., junto con sus empresas afiliadas, participa en todo el ciclo de vida de bienes raíces industriales ...

Cadena de suministro de VTMX

Aguas arriba

Fundiciones, empaquetado, memoria, obleas, componentes y proveedores de insumos.

Aguas arriba

Comisión Federal de Electricidad (CFE)

Local/Regional General Contractors (various, project-specific)

Architectural & Engineering Firms (various, project-specific)

Altos Hornos de México (AHMSA)

Industrias CH, S.A.B. de C.V.

CEMEX, S.A.B. de C.V.

NYSE:CX

Building materials supplier (cement, ready-mix concrete, aggregates) for industrial building construction

Ternium, S.A.

NYSE:TX

Steel products supplier (structural steel, roofing panels) for industrial building construction

Comisión Federal de Electricidad (CFE)

State-owned electric utility providing power to industrial parks and buildings (energy pass-through to tenants)

Local/Regional General Contractors (various, project-specific)

Construction management and general contracting for build-to-suit and speculative industrial buildings

Architectural & Engineering Firms (various, project-specific)

Design, structural engineering, and project planning for industrial buildings

Aguas abajo

Clientes, distribuidores, OEM y canales que absorben la producción.

Aguas abajo

Nestlé S.A.

DSV A/S (DSV Panalpina)

Hon Hai Precision Industry Co., Ltd. (Foxconn)

Bayerische Motoren Werke AG (BMW)

Safran S.A.

Nestlé S.A.

SWX:NESN

Largest tenant (~4.7% of rental income in 2024). Leases food & beverage distribution/manufacturing facilities. · 4.7%

MercadoLibre, Inc.

NASDAQ:MELI

Major e-commerce tenant. Leases large logistics and cross-dock distribution centers (e.g., XEM3 center in Cuautitlán Izcalli, State of Mexico).

Amazon.com, Inc.

NASDAQ:AMZN

Major e-commerce/logistics tenant leasing last-mile distribution and fulfillment centers across Mexican markets.

O'Reilly Automotive, Inc.

NASDAQ:ORLY

Auto parts distribution tenant leasing industrial space for Mexican distribution operations.

DSV A/S (DSV Panalpina)

CPH:DSV

Global logistics and freight forwarding tenant leasing warehousing and distribution facilities.

Comparables

Empresas cotizadas comparables y valores de seguimiento usados como representantes del análisis.

Comparables

Prologis Property Mexico S.A. de C.V. (FIBRA Prologis)

Fibra Uno Administración, S.A. de C.V. (FUNO)

Corporación Inmobiliaria Vesta, S.A.B. de C.V.

Prologis Property Mexico S.A. de C.V. (FIBRA Prologis)

BMV:FIBRAPL

Largest publicly traded industrial REIT in Mexico and Vesta's most direct public comparable. Same asset class (Class A industrial/logistics properties in Mexico), same tenant base, same nearshoring growth drivers.

Prologis, Inc.

NYSE:PLD

Global industrial REIT leader and parent of FIBRA Prologis. Serves as a benchmark for industrial REIT valuation and operating metrics globally, though geographically more diversified.

Fibra Uno Administración, S.A. de C.V. (FUNO)

BMV:FUNO

Mexico's largest REIT by market cap with significant industrial exposure. Provides additional Mexican industrial real estate market proxy.

Corporación Inmobiliaria Vesta, S.A.B. de C.V.

BMV:VESTA

Local Mexican listing of the same entity, can provide price discovery and liquidity insights for the local market.

Geografía

Exposiciones regionales que pueden distorsionar la red de suministro.

Geografía

Mexico (nationwide)

Northern Mexico (Monterrey, Ciudad Juarez, Tijuana, Mexicali)

Bajío Region (Querétaro, Aguascalientes, Guanajuato, San Luis Potosí)

Nestlé S.A.

MercadoLibre, Inc.

Amazon.com, Inc.

Hon Hai Precision Industry Co., Ltd.

Bayerische Motoren Werke AG (BMW)

O'Reilly Automotive, Inc.

Safran S.A.

Nissan Motor Co., Ltd.

Mexico (nationwide)

Single-country operational concentration — all assets located in Mexico

Nestlé S.A.SWX:NESNFood & beverage distribution/manufacturing tenant

MercadoLibre, Inc.NASDAQ:MELIE-commerce logistics tenant

Amazon.com, Inc.NASDAQ:AMZNE-commerce/logistics tenant

Northern Mexico (Monterrey, Ciudad Juarez, Tijuana, Mexicali)

Concentration in border industrial corridor reliant on US trade; exposure to USMCA trade policy, border security, and water scarcity

Bayerische Motoren Werke AG (BMW)ETR:BMWAutomotive manufacturing tenant in Monterrey region

O'Reilly Automotive, Inc.NASDAQ:ORLYAuto parts distribution tenant

Bajío Region (Querétaro, Aguascalientes, Guanajuato, San Luis Potosí)

Concentration in aerospace and automotive manufacturing hub; exposure to aerospace cycle and automotive OEM production decisions

Safran S.A.EPA:SAFAerospace manufacturing tenant in Querétaro

Nissan Motor Co., Ltd.TYO:7201Automotive tenant in Aguascalientes

Concentración

Exposiciones de concentración de clientes, proveedores o socios que pueden distorsionar la red de suministro.

Customer

High

Automotive sector concentration at 32.2% of leased GLA (Dec 2025). Exposure to cyclical downturns in global auto production, EV transition disruptions, and US-Mexico trade policy changes.

Other

Medium

Single-tenant concentration: Nestlé represented 4.7% of rental income (2024). While not extreme, loss of largest tenant would impact near-term cash flows.

Other

Medium

Geographic concentration in Mexican industrial corridors (Monterrey, Tijuana, Ciudad Juarez, State of Mexico). Regional risks from cartel violence, water scarcity, and infrastructure constraints.

Other

Medium

Construction cost inflation risk: Elevated steel, cement, and labor costs impact development yields and build-to-suit project profitability.

Composición de ingresos

Cómo la composición de ingresos se traduce en apalancamiento y dependencia en la cadena de suministro.

Rental Revenue from Operating Leases (core rental income)

96.6%

$0.3B

Primary revenue driver. Represents contractual lease payments from tenants occupying industrial buildings. Drives demand for new development (construction suppliers) and property management services.

Reimbursable Building Services & Energy Income (pass-through)

3.4%

$0.0B

Pass-through costs for utilities and building services billed to tenants. Relates to energy procurement from CFE (Mexico's state utility) and facility maintenance subcontractors.

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Corporación Inmobiliaria Vesta, S.A.B. de C.V.

Cadena de suministro de VTMX

Aguas arriba

CEMEX, S.A.B. de C.V.

Ternium, S.A.

Comisión Federal de Electricidad (CFE)

Local/Regional General Contractors (various, project-specific)

Architectural & Engineering Firms (various, project-specific)

Altos Hornos de México (AHMSA)

Industrias CH, S.A.B. de C.V.

Aguas abajo

Nestlé S.A.

MercadoLibre, Inc.

Amazon.com, Inc.

O'Reilly Automotive, Inc.

DSV A/S (DSV Panalpina)

Hon Hai Precision Industry Co., Ltd. (Foxconn)

Bayerische Motoren Werke AG (BMW)

Safran S.A.

View More

Comparables

Prologis Property Mexico S.A. de C.V. (FIBRA Prologis)

Prologis, Inc.

Fibra Uno Administración, S.A. de C.V. (FUNO)

Corporación Inmobiliaria Vesta, S.A.B. de C.V.

Geografía

Mexico (nationwide)

Northern Mexico (Monterrey, Ciudad Juarez, Tijuana, Mexicali)

Bajío Region (Querétaro, Aguascalientes, Guanajuato, San Luis Potosí)

Cadena de suministro de VTMX

Aguas arriba

CEMEX, S.A.B. de C.V.

Ternium, S.A.

Comisión Federal de Electricidad (CFE)

Local/Regional General Contractors (various, project-specific)

Architectural & Engineering Firms (various, project-specific)

Altos Hornos de México (AHMSA)

Industrias CH, S.A.B. de C.V.

Aguas abajo

Nestlé S.A.

MercadoLibre, Inc.

Amazon.com, Inc.

O'Reilly Automotive, Inc.

DSV A/S (DSV Panalpina)

Hon Hai Precision Industry Co., Ltd. (Foxconn)

Bayerische Motoren Werke AG (BMW)

Safran S.A.

View More

Comparables

Prologis Property Mexico S.A. de C.V. (FIBRA Prologis)

Prologis, Inc.

Fibra Uno Administración, S.A. de C.V. (FUNO)

Corporación Inmobiliaria Vesta, S.A.B. de C.V.

Geografía

Mexico (nationwide)

Northern Mexico (Monterrey, Ciudad Juarez, Tijuana, Mexicali)

Bajío Region (Querétaro, Aguascalientes, Guanajuato, San Luis Potosí)