Headquartered in San Francisco, CA Fiscal year ends December NYSE: PLD prologis.com
Prologis, Inc. is the world's largest logistics real estate company, focused on high-barrier, high-growth markets. The company owns or has investments in properties and development projects totaling approximately 1.3 billion square feet across 20 countries, with approximately 5,941 buildings. Prologis leases modern logistics facilities to approximately 6,500 customers across business-to-business and retail/online fulfillment categories. Major customers include Amazon, Home Depot, FedEx, DSV, and DHL. The company operates through three business lines: real estate operations (owning and managing logistics properties), strategic capital (co-investment ventures with third-party investors managing approximately $68.3 billion in third-party AUM), and development (building new logistics facilities and data centers). Prologis has a significant data center power pipeline of 5.8 GW in secured or advanced stage capacity and operates solar and energy storage portfolios across its properties. The company generates approximately $7.2 billion in annual NOI with $238 billion in gross assets under management. Prologis is pursuing a combination with SEGRO plc to expand its European logistics platform. Updated
Prologis is re-signing warehouse space at net effective rents 38% above expiring leases, and it just raised development starts guidance to as much as $5.75 billion on the back of it. Core FFO beat expectations, though full-year net earnings guidance came down to $4.05 to $4.15 per share.
The biggest landlord in global logistics reports at 8:00 AM ET with four straight quarters of topping EPS estimates behind it, and consensus sits at $0.78 on $2.22 billion in revenue. Guidance on occupancy and rent spreads is the real tell for anyone holding industrial real estate.
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Prologis, Inc. is the world's largest logistics real estate company, focused on high-barrier, high-growth markets. The company owns or has investments in properties and development projects totaling approximately 1.3 billion square feet across 20 countries, with approximately 5,941 buildings.
The Wall Street consensus 12-month price target for PLD is $153.14.
