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    Wilfredo Jorel Guilloty

    Vice President and Senior Analyst at Goldman Sachs

    Wilfredo Jorel Guilloty is a Vice President and Senior Analyst at Goldman Sachs do Brasil CTVM SA, specializing in Latin American real estate equity research. He covers major companies such as Cemex SAB de CV and Vesta Real Estate Corporation, but his recent performance metrics indicate a 0% success rate and an average return of approximately -29%, ranking near the bottom among over 4,900 analysts tracked. Guilloty has actively participated in earnings calls and research coverage for top regional real estate firms since joining Goldman Sachs, with prior experience not specified in available public records. He holds professional credentials aligning with his senior role but specific securities licenses or FINRA registrations are not confirmed in published sources.

    Wilfredo Jorel Guilloty's questions to CEMEX SAB DE CV (CX) leadership

    Wilfredo Jorel Guilloty's questions to CEMEX SAB DE CV (CX) leadership • Q1 2025

    Question

    Wilfredo Jorel Guilloty from Goldman Sachs asked about the near-term impact of potential U.S. cement import tariffs on import flows and CEMEX's ability to flex its Mexican supply.

    Answer

    CEO Jaime Dominguez stated that CEMEX is prepared to implement price surcharges to pass on tariff costs. He detailed a strategy to leverage the company's flexible Mexican supply network, via both rail and sea, to replace tariff-impacted imports in both the Western and Eastern U.S. He also noted that improving operational efficiency in U.S. plants will further reduce reliance on imports.

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    Wilfredo Jorel Guilloty's questions to CEMEX SAB DE CV (CX) leadership • Q4 2024

    Question

    Wilfredo Jorel Guilloty of Goldman Sachs asked about the potential impact of rebuilding efforts in Los Angeles following recent wildfires and also sought clarification on the reason for the forecasted decline in 2025 U.S. aggregate volumes.

    Answer

    Executive Lucy Rodriguez clarified that the U.S. aggregates volume decline is due to a couple of quarries reaching their end-of-life, a supply issue. Regarding the L.A. wildfires, she stated the immediate focus is on the crisis and community aid. While the destruction of 12,000 homes will be impactful for future demand, it is too early to discuss specific rebuilding plans.

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    Wilfredo Jorel Guilloty's questions to CEMEX SAB DE CV (CX) leadership • Q2 2024

    Question

    Wilfredo Jorel Guilloty requested a breakdown of end-market performance in Mexico, asking which sector was strongest and which is expected to outperform going forward.

    Answer

    Executive Maher Al-Haffar described record performance across all sectors in Mexico, with infrastructure being particularly positive and housing picking up. Executive Lucy Rodriguez provided a key data point, highlighting a 50% increase in industrial contracts for ready-mix. This surge, driven by companies already operating in Mexico, serves as strong evidence of nearshoring-related manufacturing activity and points to the industrial sector as a key driver of future outperformance.

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

    Wilfredo Jorel Guilloty's questions to Vesta Real Estate Corporation, S.A.B. de C.V. (VTMX) leadership • Q1 2025

    Question

    Wilfredo Jorel Guilloty from Goldman Sachs Group Inc. inquired about Vesta's target tenant mix for its development pipeline and asked for Vesta's perspective on the overall development pipeline trends in Northern Mexico.

    Answer

    CEO Lorenzo Dominique Berho Carranza stated that Vesta aims to maintain a diversified portfolio, with the auto industry at ~25% and logistics/e-commerce having room to grow from its current ~45% level. He observed a development slowdown in the North but noted that fundamentals remain balanced with stable rents and low vacancy.

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    Wilfredo Jorel Guilloty's questions to Vesta Real Estate Corporation, S.A.B. de C.V. (VTMX) leadership • Q1 2025

    Question

    Wilfredo Jorel Guilloty asked about Vesta's target tenant mix for its development pipeline and for an assessment of the construction pipeline at an industry level in Northern Mexico.

    Answer

    CEO Lorenzo Dominique Berho Carranza outlined a target portfolio mix of ~25% auto, up to 50-55% logistics/e-commerce, and the rest diversified. He noted that while the northern markets have slowed, fundamentals like rents and vacancy rates remain healthy.

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    Wilfredo Jorel Guilloty's questions to Vesta Real Estate Corporation, S.A.B. de C.V. (VTMX) leadership • Q4 2024

    Question

    Asked for color on the occupancy and lease spread expectations embedded in guidance, and whether competitors are also slowing down their development pipelines.

    Answer

    The executive did not provide a specific occupancy target but stated they are in great shape, above historical averages. He expects lease spreads on renewals to continue the recent trend of approximately 8%, well above inflation. Regarding competitors, he noted some are distracted by a merger while others lack development scale. He described Vesta's approach as carefully managing development pace based on market opportunities, focusing on profitability over volume.

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    Wilfredo Jorel Guilloty's questions to Vesta Real Estate Corporation, S.A.B. de C.V. (VTMX) leadership • Q4 2024

    Question

    Wilfredo Jorel Guilloty from Goldman Sachs asked for color on the occupancy and lease spread expectations embedded within Vesta's guidance. He also inquired if competitors are similarly downshifting their development pipelines in the current macro environment.

    Answer

    CEO Lorenzo Dominique Berho Carranza noted that some peers are occupied with a major merger, while others lack significant development capabilities. He described Vesta's strategy as driving carefully, using the 'gas pedal' on opportunities and the 'brake' when necessary. Regarding guidance, he stated that Vesta is in great shape on occupancy and expects to maintain current levels. For lease spreads, he anticipates continuing the recent trend of approximately 8% increases on renewals over in-place rents, which is well above inflation.

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