Revenue GrowthA 52% revenue growth rate indicates the company is scaling its rental and development activities, reflecting durable tenant demand for logistics properties. Sustained top-line expansion improves cash flow potential and economies of scale across property management and development operations.
Profitability ReboundA rebound to strong gross and net margins after prior losses suggests operational improvements and better portfolio yield. If driven by stabilized occupancy and higher rents, this supports long-term earnings generation and the ability to fund capex, distributions, and reinvestment.
Improved Cash GenerationTransitioning from negative to positive operating and free cash flow through 2022–2025 indicates stronger, more repeatable cash conversion from core leasing operations. This enhances capacity to service debt, finance development, and support recurring distributions over multiple years.