Logistic Properties of the Americas (AMEX:LPA)

Q4 2025 Logistic Properties of The Americas Earnings Call Transcript

Mar 19, 2026 / 01:00 PM GMT

Release Date Price: $2.92 (+2.46%)

Transcript

Key Points

Positve

LPA achieved a 23.3% increase in fourth-quarter revenue and a 14.3% increase for the full year 2025.
Net operating income grew by 29.8% in the fourth quarter and 11.9% for the full year, indicating strong financial performance.
The company reached full occupancy across its operating portfolio, demonstrating effective management and strong tenant demand.
LPA expanded its presence in Mexico through a strategic partnership with Forton Capital, representing a $200 million investment.
The company increased its operating gross leasable area (GLA) by 13.3% to 5.8 million square feet, showcasing growth in its real estate platform.

Negative

Investment property valuation gain decreased by 36.2% to $20.6 million in 2025, primarily due to a reduction in valuation gain at a key property.
Operating expenses increased by 16.8%, driven by higher real estate taxes and maintenance costs.
SG&A expenses rose by 7.1%, with significant costs related to hiring, salary increases, and rebranding initiatives.
The company's share price came under pressure following the expiration of the shareholder lockup from the GoPublic transaction.
There are concerns about shifting tariff policies and USMCA negotiations, which could impact the market outlook in Mexico.

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

LPA.A - Logistic Properties of The Americas
Q4 2025 Logistic Properties of The Americas Earnings Call
Mar 19, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to LPA's 4th quarter 2025 earnings conference call. My name is Carly, and I will be the operator for today's call. At this time, all participants are in 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 Mr. Camilo Ujoa, Investor relations. Please go ahead, sir.

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Unidentified_2 [2]
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Welcome to LPA's 4th quarter and full year 2025 earnings conference call. My

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