Logistic Properties of the Americas (AMEX:LPA)

Q1 2026 Logistic Properties of The Americas Earnings Call Transcript

May 14, 2026 / 01:00 PM GMT

Release Date Price: $3.36 (-0.30%)

Transcript

Key Points

Positve

Revenue increased by 21.6% and NOI grew by 28.6%, demonstrating strong financial performance.
Same-property NOI rose by 10.9%, indicating effective management and operational efficiency.
LPA's logistics platform remained 100% occupied, showcasing high demand and effective leasing strategies.
Expansion into Mexico with strategic partnerships, such as with Fordham Capital, to acquire $200 million in assets.
Successful pre-leasing of 92% of new development in Peru, reducing risk and ensuring future revenue streams.

Negative

A one-time emergency tax in Colombia impacted financial results, highlighting potential regulatory risks.
Investment property valuation saw a $9.2 million loss, primarily due to changes in market conditions and assumptions.
Financing costs increased by 12%, driven by higher interest expenses related to new financing activities.
General and administrative expenses rose by 13.3%, partly due to the emergency tax in Colombia.
Share price performance remains a concern, with a significant gap between market price and book value.

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

LPA.A - Logistic Properties of The Americas
Q1 2026 Logistic Properties of The Americas Earnings Call
May 14, 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 First Quarter 2026 Earnings Conference Call. My name is Ellie, and I will be your operator for today's call. At this time, all participants are in listen-only mode. And 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 Ulloa, Investor Relations. Please go ahead, sir.

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Unidentified_2 [2]
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Welcome to LPA's First Quarter 2026 Earnings Conference Call. My name

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