Prologis, Inc.

PLDleader

Prologis is the world's largest logistics real estate company, owning and managing approximately 1.2 billion square feet of industrial space across 19 countries, serving e-commerce and supply chain customers.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($8.0B)

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Rental Revenue (70%)

Strategic Capital (12%)

Development (10%)

Other (8%)

Segment Breakdown & Key Customers

Product Details

Logistics Facilities Leasing65%

Leasing warehouse and distribution center space to tenants globally

Strategic Capital15%

Co-investment venture management fees and promotes

Development12%

Build-to-suit and speculative industrial property development

Essentials (Energy & Other)8%

Solar, EV charging, and operational services for logistics properties

Supply Chain Relationships

Key Customers

Amazon.com (AWS)

Warehouse and fulfillment center space

Impact: High — largest single tenant

United Parcel Service

Distribution hub leasing

Impact: Medium — major logistics tenant

Competitors

Simon Property Group, Inc.

Commercial REIT market cap competition

Impact: Low — different property type

Macro & Market Context

부동산 (REIT)Sector News

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

Upcoming Catalysts

◆EQIX·AMT·PLD Q1 실적 (2026.04~05)◆Fed 금리 결정 (2026.05)◆미국 3월 주택판매 데이터

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AI Analysis

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Related Macro Themes

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Cantillon Effect & QE

New money benefits those closest to the source first. QE inflates assets held by the wealthy before wages catch up — a structural wealth transfer.

Quantitative easingAsset inflationWealth concentration

Company Info

Headquarters

San Francisco, California, USA

Founded

1983

Employees

3,200+

Website

prologis.com

Sector Overview — 부동산 (REIT)

Sector News