Logistic Properties of the Americas (AMEX:LPA)

Q3 2025 Logistic Properties of The Americas Earnings Call Transcript

Nov 13, 2025 / 02:00 PM GMT

Release Date Price: $3.2 (+1.91%)

Transcript

Key Points

Positve

LPA achieved mid-teen revenue growth in Q3 2025, driven by strong performance in Peru and Colombia.
The company reached a 98% occupancy rate, indicating strong demand and customer relationships.
LPA's expansion into Mexico contributed to a 14.3% revenue increase, with strategic acquisitions like the Puebla facilities.
The company reported a significant increase in NOI, growing 8.7% to $10.4 million compared to Q3 2024.
LPA maintained a healthy debt profile, with net debt to investment properties improving by 70 basis points to 41%.

Negative

Costa Rica's rental revenue decreased by 1.5%, indicating challenges in that market.
The company's stock faced notable pressure following the expiration of an 18-month lockup period.
Operating expenses increased by 10.5%, driven by higher utility and maintenance costs, and increased property management fees.
The valuation gain decreased by 12.5% compared to Q3 2024, due to stabilization of rent appreciation in Colombia.
LPA faces uncertainty from evolving tariff policies in Mexico, which could impact future operations.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LPA.A - Logistic Properties of The Americas
Q3 2025 Logistic Properties of The Americas Earnings Call
Nov 13, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to LPA's 3rd quarter 2025 earnings conference call. My name is Jeannie and I will be the operator for today's call.

At this time, all participants are in a listen-only mode. Please note that this call is being recorded.

There will be an opportunity for you to ask questions at the end of today's presentation.

Now I would like to turn the call over to Camilo Yojoa investor relations. Please go ahead, sir.

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Unidentified_2 [2]
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Welcome to LPA's 3rd quarter 2025 earnings

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