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Vesta initiated with a Neutral at Goldman Sachs

Goldman Sachs initiated coverage of Vesta with a Neutral rating and $36 price target. The analyst expects lower portfolio rent growth for Vesta as 50% of its portfolio is in the Bajio, which has market rents 4% below the company’s in place rent. The firm sees flat returns for Vesta shares versus 15% upside for Fibra Prologis.

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