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Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

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Equity Bottom-Up

Logistic Properties of The Americas / Equity Bottom-Up

Logistic Properties of The Americas (LPA US)

<div><ul><li>Logistic Properties of the Americas (LPA) announced the expansion of its existing lease agreement with Scharff Logística Integrada S.A. in Callao, Peru. </li><li>This expansion comes with a double-digit rent increase and is consistent with our thesis on LPA, which highlighted its ability to capture significant rent increases across its portfolio.</li><li>The Callao location—adjacent to Jorge Chávez International Airport and Lima’s primary logistics corridor—continues to experience demand that outpaces available institutional-quality supply.</li></ul></div>

Logistic Properties of the Americas (LPA) announced the expansion of its existing lease agreement with Scharff Logística Integrada S.A. in Callao, Peru. This expansion comes with a double-digit rent increase and is consistent with our thesis on LPA, which highlighted its ability to capture significant rent increases across its portfolio.The Callao location—adjacent to Jorge Chávez International Airport and Lima’s primary logistics corridor—continues to experience demand that outpaces available institutional-quality supply.

LPA: 칼라오 임대 확장, 내재된 임대료 상승 전망 강화; 두 자릿수 임대료 인상