Prologis
Prologis was formed by the 2011 merger of AMB Property and Prologis Trust. The company develops, acquires, and operates around 1.3 billion square feet of high-quality industrial and logistics facilities across the globe. The company also has a strategic capital business segment that has around $60 billion of third-party assets under management. The company is organized into four global divisions (Americas, Europe, Asia, and other Americas) and operates as a real estate investment trust.www.prologis.com
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Search complete. 54 mentions across 20 episodes found for "Prologis".
Sep 17, 2026
David AuerbachGUEST
Dallas also has several, let's say, private players that are potentially going public within the next couple of years focused on data centers.
David AuerbachGUEST
You have existing REITs that are out there, like Prologis, Prologis, the largest industrial REIT that has a whole separate data center business tied to it.
David AuerbachGUEST
One other thing, talking about that trickle-down effect.
David AuerbachGUEST
There was some great research that was published in the past couple of months from one of Blackstone's industrial spinoffs called Link Logistics.
6 MINS LATER
David AuerbachGUEST
That's where the investor is going to frankly capture that alpha, that performance, the growth, and frankly, the dividend growth is going to be in the small and mid-cap REITs.
David AuerbachGUEST
Why? Very simple.
David AuerbachGUEST
Let's use that Prologis example as before.
David AuerbachGUEST
Prologis, the largest industrial REIT owner in the world, basically, goes out and buys a 25,000 square foot property at DFW Airport in Dallas.
JeremyHOST
Yeah.
JeremyHOST
A lot of people go with some of the ones like Prologis or something like that.
JeremyHOST
They're more well-known, but I really like East Group.
JeremyHOST
And to your point, their dividend increase, they just did almost 13%.
6 MINS LATER
JeremyHOST
So it's really neat to drive by and see an MAA property and be able to see what they look like and the quality and the upscaleness of it and all.
JeremyHOST
So the next one I have is very similar to East Group.
JeremyHOST
It's a PLD Prologis.
JeremyHOST
Same basic line of business.
Mandy KirkNARRATOR
Hi, it's Mandy Kirk.
Mandy KirkNARRATOR
I'm a creative producer at Prologis, and I want to welcome you to Moving the World.
Mandy KirkNARRATOR
In this episode, Darren Brannon, CEO of Terminal Industries, and Mike Plascencia, VP of Product for Prologis Essentials, explore how the gate, yard, dock, and warehouse are becoming one connected system.
Mandy KirkNARRATOR
It promises to be a really interesting conversation.
Mandy KirkNARRATOR
So let's get moving.
Teresa GrobeckerHOST
A speculative asset carrying an optimistic rent roll and a refinance assumption imported from 2021 will have a less enjoyable meeting.
Teresa GrobeckerHOST
Prologis also paid $49 million for a roughly 117,000 square foot logistics property near JFK Airport.
Teresa GrobeckerHOST
Again, strategic geography matters.
Teresa GrobeckerHOST
An ordinary warehouse and an infill logistics asset sitting beside one of the country's most important cargo gateways may have the same property type on a spreadsheet, but they do not have the same strategic value.
Anthony ScavoGUEST
We have 3 million square feet in Orlando.
Anthony ScavoGUEST
Prologis probably has like 5.
Anthony ScavoGUEST
Not on purpose.
Jack StoneHOST
Not on purpose.
Anthony ScavoGUEST
I mean, the park size, that's all variable, right? You could have a million square feet, you'd have a 200,000 square foot park, you'd have 20 tenants, you could have 2,000 tenants.
Anthony ScavoGUEST
Like right now in our portfolio, we have over 2,000 tenants.
Anthony ScavoGUEST
So you could have someone that's one of the, like Prologis might have 2,000 tenants in a billion square feet.
Anthony ScavoGUEST
We have it in 7 million
Scott GallowayHOST
Uh, the, uh, and we'll kinda come... we're gonna come back to this at the end of the show, but after 9/11, I was in New York, and you could go down to the pile and volunteer to give out wa- You know, you could just go down and volunteer.
Scott GallowayHOST
And the CEO of AMB at the time, now he's the CEO of ProLogis, Hamid Moghadam, who's, uh, a, a mentor of mine, he called me, and he said, "Do not go downtown." I mean, he went out of his way, this is a busy guy, to s- deliver one message to me.
Scott GallowayHOST
He said, "There are millions of tons of pulverized, vaporized cement, asbestos, and glass in the air right now."
Kara SwisherHOST
And benzene too.
Barry DHOST
There's nothing to it.
Barry DHOST
And they have, like, schools there and different things like that actually i think they actually have it like a juvie prison up there or something but that's besides that but this is a tax relief plan and here's the deal the developer comes to the twin valley board school board says look this isn't a prime area it's not like it's a lehigh valley corridor blah blah blah blah aquarius is in the seventh house relief in order to build this project of these mega buildings.
Barry DHOST
Apparently they forgot they're one mile from the Turnpike Interchange and just over 40 miles from Philly with King of Prussia and a huge population and industry in between.
Barry DHOST
And it was granted that the area be designated for alerted tax exemption.
Barry DHOST
Look, this is prime ground, and most likely the building would have commenced anyway.
Barry DHOST
Who's fooling who on this? But the Twin Valley School Board president, Gary McKeown...
Barry DHOST
also involved in major building projects, by the way, feels it to win because the developer wanted 100% for the entire 10 years.
Barry DHOST
He thinks that they drove a hard bargain.
Oli CreaseyGUEST
And it is by far the largest constituent of the REIT sub-index.
Oli CreaseyGUEST
And it has been It has been the subject of a takeover by Prologis, which is a mega industrial logistics REIT in the US.
Oli CreaseyGUEST
I think if it's not the biggest REIT in the world, it must be right up there.
Oli CreaseyGUEST
So it's still a decent bite-sized chunk for Prologis to buy out Seagrow.
Oli CreaseyGUEST
They're doing it with a combination of cash and shares.
Oli CreaseyGUEST
The deal is not complete, but I think you would assign an extremely high probability of success at this point.
Jonathan RaymondHOST
net assets
Oli CreaseyGUEST
And Seager actually wasn't one of the companies that was the cheapest, but it wasn't expensive if you think of it in those terms.
Mark DavyGUEST
We just started a project recently in Cambridge for Liberty American Company, who did King's Hill.
Mark DavyGUEST
They're now owned by Prologis.
Mark DavyGUEST
And the Cambridge Biomedical Campus is an amazing development, full of all these amazing teaching hospitals and research centres, all new buildings.
Mark DavyGUEST
and some great architects up there.
Patrick WilsonGUEST
So to me, this indicates that with debt costs running higher, the importance of scale, operating efficiencies, and the financing strategy for asset bases is really become incredibly paramount in this environment.
Patrick WilsonGUEST
So a great example of this would be the Prologis-Segro combination.
Patrick WilsonGUEST
It really illustrates this strategic logic quite well.
Patrick WilsonGUEST
So Prologis is going after what global scale, cheaper funding, operating synergies, and really the ability in this case to use equity rather than rely entirely on debt capital to fund a deal.
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