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Valentina MacKillan

Research Analyst at GPWM LLC

Valentina MacKillan is an Equity Analyst at GBM, specializing in Latin American equities with a primary focus on the financial and consumer sectors, and she covers major companies including Grupo Financiero Banorte, Grupo Bimbo, and Arca Continental. She is recognized for her detailed research and actionable insights, consistently ranking among the top regional analysts with a strong track record of accurate stock recommendations and above-benchmark returns according to analyst ranking platforms. MacKillan began her career as a junior analyst at GBM in 2016, quickly advancing through the ranks based on her performance, and she holds a degree in Finance as well as multiple securities licenses including FINRA Series 7 and 63. Her professional credentials and deep market knowledge have earned her industry recognition and the trust of institutional clients across Latin America.

Valentina MacKillan's questions to Vesta Real Estate Corporation, S.A.B. de C.V. (VTMX) leadership

Question · Q2 2025

An analyst from GBM asked for color on the expected financial impact from projects delivering in August and whether pressure on operating costs would continue in the second half of the year.

Answer

CEO Lorenzo Dominique Berho Carranza stated that projects under construction in Queretaro and Monterrey will be delivered in the next half, with an expected lease-up period of three to twelve months. CFO Juan Felipe Sottil Achutegui addressed costs, noting the company has been successful in controlling them and will maintain that discipline to meet its full-year EBITDA guidance, expressing comfort with the company's cost structure.

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Question · Q2 2025

Valentina MacKillan from GBM asked for more color on the expected leasing activity for projects delivering in August and whether the pressure on operating costs from taxes and insurance would continue in the second half of the year.

Answer

CEO Lorenzo Dominique Berho Carranza stated that projects delivering in Queretaro and Monterrey have an expected lease-up timeline of three to twelve months. CFO Juan Felipe Sottil Achutegui added that the company successfully controlled costs in the first half and will maintain that discipline to meet its full-year EBITDA guidance, expressing comfort with the current cost structure.

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