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Prologis (PLD) investor relations material
Prologis BofA Securities 2025 Global Real Estate Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.BofA Securities 2025 Global Real Estate Conference summary10 Sep, 2025
Business Overview and Growth Strategy
Operates the largest global logistics REIT with $205B in assets, 1.3B sq ft across 20 countries, and 6,500 customers as of June 2025.
Maintains a robust development pipeline, averaging $4.5B in new logistics properties annually and a $42B land bank for future projects.
Strategic Capital business manages $65B in third-party AUM, diversifying capital sources and enhancing returns.
Recent M&A and portfolio acquisitions have enabled expansion into new business lines, including energy and Essentials.
Focus on value creation through higher and better use, such as data center and AI-driven conversions.
Strategic Initiatives and Sustainability
Committed to net zero emissions across Scopes 1, 2, and 3 by 2040, targeting a 90% reduction in Scope 1 and 2 by 2025 and 28% in Scope 3 by 2030.
Deployed 1 GW of solar and storage capacity, with ongoing investments in sustainable design, electrification, and smart buildings.
Positioned as a leader in innovation, with ventures in digital infrastructure, data centers, and sustainable energy.
Showcased unrivaled development expertise, with $48.4B invested globally since 2001, creating $14.1B in value at a 29.2% margin and a 20.5% gross IRR.
Outlined a self-funded business model, recycling capital into development and strategic capital platforms, and leveraging a diverse customer base where top 10 customers account for only 14% of rent.
Market Trends, Leasing Activity, and Outlook
Leasing activity improved through the summer, with decision-making accelerating after initial tariff-related slowdowns.
Build-to-suit activity reached record levels, with $1.1B in starts in the first half and continued momentum in Q3.
Larger space sizes (250,000+ sq ft) are leasing better, with strong activity in LATAM, Southeast U.S., and Europe.
Pipeline remains robust at 130M sq ft, though deal gestation periods are lengthening due to customer caution.
Noted a depleting U.S. logistics real estate supply pipeline, with construction starts and projects under construction below pre-pandemic averages.
Data center conversion: What's the value driver?
New supply: How do entitlement barriers impact it?
Leasing pipeline: What does gestation indicate?
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Q3 202515 Oct, 2025
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Frequently asked questions
Prologis operates in logistics real estate. Millions of square feet of Prologis warehouse, distribution and industrial space are leased on a long-term basis to a diverse base of leading companies worldwide, primarily across two major categories: Business-to-Business (B2B) and Retail/Online Fulfillment. Innovative design, state-of-the-art technology, strong local market knowledge and behind-the-scenes logistical support make the Prologis network an unmatched resource for the industry.
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