PLD Ticker Curator

• A secular bond bear market could last 30+ years, with 10-year yields potentially hitting 8% in four years
• Higher rates would raise REIT borrowing...

Does the $158.23 fair value truly capture Prologis's long-term potential, or does the 29.3x P/E already price it in?

• The bullish narrative pegs...

This week's reports on CPI, retail sales, and housing will offer fresh signals on inflation, consumer strength, and growth.

• CPI release Wednesday:...

• Structural demand stems from e-commerce, nearshoring and last-mile needs, with land scarcity boosting prime assets.
• Global scale and data-center...

Prologis is advancing a 637,000 sq ft purpose-built national headquarters for Palletways at Fradley Park, consolidating the tenant's operations into a...

• Rates path: Fed hike to 25-year high won't hold; oil-driven inflation eases, prompting cuts ahead
• Rent outlook: Growth via fewer concessions, not...

Power strategy talent is moving from Prologis to Clarion as industrial real estate firms prioritize energy infrastructure. Magesh Srinivasan,...

• Westwind Capital cut its Prologis stake 49% in Q3, selling 58,569 shares and keeping 60,858 valued at $7.9 million
• Prologis delivered $2.43B...

Prologis offers a 3.4% forward yield with a payout at 68.8% of 2026 core FFO guidance and 4.7x debt-to-EBITDA.

• Recurring cash flow stems from...

• September LMI reached 70.2, its highest in four years and well above the 70 threshold for significant expansion, confirming broad-based logistics...

Applied Digital targets over 15% higher lease rates on 250MW of AI data-center expansion by year-end, citing scarcity value from power constraints and...

Prologis trails Public Storage across key dividend metrics.

• Yield & payout: PLD offers 3.4% yield with 89% AFFO payout (2025), vs PSA's 4.3% and...

Illinois’s proposed $26.5 billion, 15-year tollway program aims to upgrade all five tollways across the 12-county system starting in 2027.

Key...

Prologis's moat rests on scarce urban warehouse sites that drive 43.03% operating margins and 75.55% gross margins, with revenue up 12.3% from rent...

EV Realty's Ontario, California purchase for a 9 MW heavy-duty EV charging hub highlights how industrial properties with confirmed grid access near...

Sonoran Logistics Park illustrates how tenant demand and industrial investment are expanding Phoenix's logistics footprint, yet substantial new supply...

• Serverfarm's Vienna Cloud project was indefinitely deferred after concerns over 200-foot residential setbacks and environmental impacts
• The...

Prologis trades near $128 (EUR 114.50) while a DCF model pegs intrinsic value at $56, implying the stock is materially overvalued with a -128.5%...

Tampa Electric's filing would force large-load customers (50+ MW peak demand, including data centers) to fully fund new generation, transmission,...

Chicago's industrial market shows cautious recovery as leasing activity rises but landlord concessions highlight tenant leverage and pressure on...