Company Snapshot

Investment Thesis

Prologis owns and operates logistics real estate strategically located near urban centers and transportation corridors to support e-commerce and supply chain customers.

  • Scale Advantage: Portfolio spans 1.2B square feet across 19 countries with deep relationships across retail and logistics customers.
  • Development Pipeline: Build-to-suit and speculative projects deliver attractive yields with embedded rent growth.
  • Value-Added Services: Energy, mobility, and data solutions monetize rooftops and on-site infrastructure.

Logistics Portfolio

Global NOI Major markets include the U.S., Europe, Mexico, and Asia
Customer Base 5,800+ customers spanning retail, 3PL, manufacturing, and parcel sectors
Rent Growth Lease mark-to-market opportunities exceed 60% in core markets
Development Starts $3B+ annual development pipeline with disciplined underwriting

Metrics from Prologis Q2 2024 supplemental report.

Recent Performance

MTD +0.64%
QTD +7.21%
YTD +19.78%
5Y +18.02%

Shares advance modestly as e-commerce tailwinds stabilize demand for modern distribution space.

Strategic Insights

Urban Last-Mile

Scarce infill sites positioned near consumers underpin pricing power.

Energy Monetization

Solar installations and EV charging infrastructure create ancillary income streams.

Customer Solutions

Logistics technology, labor solutions, and flexible leases deepen tenant relationships.

Latest Coverage

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