Prologis Stock News

Prologis, Inc. (NYSE:PLD ) BofA Securities 2025 Global Real Estate Conference September 10, 2025 9:35 AM EDT Company Participants Timothy Arndt - Chief Financial Officer Conference Call Participants Unknown Attendee Presentation Unknown Analyst Why don't we get started here. So welcome to the Prologis roundtable this morning.

Interest rates are very likely set to go down. This creates a fruitful ground for REIT bulls to become optimistic. Yet, there is an important caveat to this.

Diversified REITs are trading at a 24% discount to the value implied by their underlying real estate assets, based on cap rate analysis. This discount exists despite diversified REITs owning similar property mixes as pure-play REITs, suggesting a mispricing opportunity for investors. While some valuation gap is justified, I believe the current discount is excessive and presents a compelling opp...

Dividend stocks are the cornerstone of a great investment portfolio. The right mix of dividend stocks can provide security for your funds as well as a growing passive income stream, which is why they are even more important for retirees.

Prologis offers a stable debt profile, strong liquidity, and a healthy, growing dividend, making it attractive for long-term investors despite near-term headwinds. Share price growth has lagged e-commerce demand, but easing rates and supply chain reshoring could drive future upside and total return potential. Dividend yield is expected to hover around 3.5%, supported by consistent dividend grow...

Long-term investing works best when you stay put. Selling in downturns often means missing the best days that drive wealth. In a world of rapid AI disruption, I want my money in areas where disruption risks are minimal and income streams stay reliable. I've found two places that offer bulletproof income, essential assets, and resilience, exactly what I'd trust for retirement security.

Prologis is the global leader in logistics real estate, benefiting from the rise of e-commerce and an international expansion. Aggressive acquisitions and development have increased debt, but assets and long-term growth potential—especially in data centers—remain strong. Rate cuts are a key near-term catalyst, likely to boost both Prologis' financials and demand for its properties, as economic ...

I rate Prologis, Inc. a Buy for long-term income investors seeking a blue-chip REIT with strong growth and a consistent, rising dividend. PLD leads global logistics real estate, boasts a 12%+ five-year dividend growth rate, and outperforms sector peers in total returns and financial strength. Despite a premium valuation, PLD's solid balance sheet, high occupancy, and raised guidance for 2025 su...