Prologis Aktie News

REITs offer compelling value and income, with VNQ yielding 3.8% versus the S&P 500's 1.1%, and trade at historically wide valuation discounts. The current macro environment favors high-quality, undervalued dividend stocks, as falling long-term rates could boost demand for income-generating assets like REITs. REITs demonstrate strong financial health, stable dividends, and sector diversity, maki...

The market's obsessed with AI giants, leaving income investors behind. I'm focusing on what this imbalance means for long-term opportunity. Massive AI spending acts like new-age stimulus, creating ripples across power, infrastructure, and industrial sectors that fuel growth. I believe the Fed will keep "running it hot," driving new cycles in housing, manufacturing, and income assets as rates ev...

Prologis, Inc. remains an attractive long-term REIT, benefiting from global scale and growing demand for data center infrastructure amid AI expansion. PLD's Q3 earnings beat expectations, with raised full-year guidance and record leasing activity, highlighting resilience despite market softness and rent declines. The REIT maintains a strong balance sheet, A-rated credit, and a growing dividend,...

In the third quarter, the shares of Welltower, an operator of senior housing, life science, and medical office real estate properties, continued to significantly outperform both the REIT and broader equity indices. Since the beginning of 2025, we have noted that the shares of Wynn Resorts, the pre-eminent luxury global owner and operator of integrated resorts, were, in our opinion, too cheap. T...

Added 49,604 shares of Prologis, with an estimated transaction value of $5.45 million based on quarterly average pricing. Post-trade, the fund held 165,438 shares valued at $18.95 million.

Prologis is poised for accelerated growth, driven by rebounding logistics demand and a strategic push into high-margin data center development. With logistics supply tightening and in-place rents far below market rates, Prologis has embedded rent growth potential that could drive earnings in the coming years. The company is aggressively expanding into the high-margin data center space, leveragi...

PLD remains a top holding among REITs, but the value proposition for new investors is less compelling. PLD's stock has experienced volatility, still trading below its 5-year high after interest rate hikes impacted REIT valuations. Since my previous "strong buy" rating, PLD has gained ~19%, driven by robust Q2 and Q3 2025 results.

Real estate earnings season kicks into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. One step forward, one back: Matching the stubborn performance pattern seen last year, REITs rallied ahead of the Fed's September rate cut but stumbled into the start of earnings season. In this report, we focus spe...