Prologis (PLD) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
13 May, 2026Integrated platform and market positioning
Operates across logistics, digital infrastructure, and distributed energy, addressing structural shifts in commerce and rising power demand in major population centers.
Provides end-to-end logistics solutions, land, power, and development expertise at scale, integrating solar, storage, and on-site power for enhanced resiliency.
Maintains an irreplaceable, supply-constrained footprint in high-income density regions, aligning with consumption, labor, and transportation hubs.
Scale, assets, and customer base
Manages 1.3B square feet across 20 countries, with $235B in assets under management and $68B in third-party AUM.
Facilitates $3.2T of goods flow, equivalent to 2.9% of global GDP, through its warehouses.
Trusted by leading global brands across retail, e-commerce, automotive, and logistics sectors.
Development, data centers, and energy
Achieved $49.5B in global investment and 579M square feet developed since 2001, with a 20.5% gross IRR.
Holds a 5.6GW power pipeline for data centers, with 1.7GW secured and 3.9GW in advanced stages.
Deployed 1.3GW of solar and battery storage, supporting customer resiliency and energy needs.
Latest events from Prologis
- Record leasing, higher earnings, and raised 2026 guidance highlight strong performance.PLD
Q1 202630 Apr 2026 - All director nominees and proposals were approved by shareholders at the annual meeting.PLD
AGM 202628 Apr 2026 - Record leasing and infrastructure growth drove strong 2025 results and higher 2026 guidance.PLD
Q4 202513 Apr 2026 - Virtual annual meeting to vote on directors, executive pay, and auditor ratification, all board-backed.PLD
Proxy filing19 Mar 2026 - Record 2025 results, robust governance, and leading ESG performance drive long-term value.PLD
Proxy filing19 Mar 2026 - Growth driven by e-commerce, data centers, and energy, with strong financial discipline.PLD
47th Annual Raymond James Institutional Investor Conference3 Mar 2026 - Global logistics and infrastructure leader with strong growth, high returns, and top ESG recognition.PLD
Investor presentation3 Mar 2026 - Strong leasing, embedded rent growth, and AI-driven efficiency support long-term value creation.PLD
Citi’s Miami Global Property CEO Conference 20262 Mar 2026 - Q2 2024 delivered strong leasing and occupancy, but earnings fell on lower promote income.PLD
Q2 20243 Feb 2026