Group 1 - Prologis, Inc. announced the redemption of all outstanding 3.00% Notes due June 2, 2026, with a redemption price estimated at 102.1% of the principal amount [1] - The total payment for the bonds will be approximately €1,021 per €1,000 in principal amount, including accrued interest, with the redemption date set for January 9, 2026 [1] - Following the redemption, the bonds will be delisted from the New York Stock Exchange, and interest will cease to accrue after the redemption date [1] Group 2 - Prologis is a leader in logistics, creating intelligent infrastructure that connects digital and physical worlds, enhancing supply chains and promoting sustainable growth [2] - The company emphasizes unmatched scale, innovation, and expertise in shaping the future of logistics [2]

Core Insights - Prologis (PLD) shares have increased by 12.9% over the past three months, significantly outperforming the industry's growth of 1.7, indicating a strong recovery in performance [1] - The positive investor sentiment is attributed to stabilizing industrial fundamentals, improved leasing momentum, and favorable commentary from the company's third-quarter results [1][3] Financial Performance - Prologis reported record leasing activity of nearly 62 million square feet in the third quarter, with occupancy improving to 95.3% and a net effective rent change of 49%, indicating strong demand and lease durability [3] - The Zacks Consensus Estimate for Prologis' 2025 FFO per share has increased to $5.80, reflecting a year-over-year growth of 4.3% [2] Market Conditions - The demand environment for industrial real estate is strengthening, with net absorption in U.S. industrial real estate reaching an estimated 47 million square feet for the quarter and market vacancy stabilizing around 7.5% [4] - Management believes that rents and occupancy have reached their cyclical bottom, suggesting a positive outlook for future growth [4] Growth Drivers - Prologis' expanding data center platform, with 5.2 gigawatts of power secured or in advanced stages, is generating investor enthusiasm and indicates strong demand for utility-fed power suitable for data centers [5] - The company maintains a total available liquidity of $7.5 billion and a low cost of debt at 3.2%, providing financial flexibility for strategic investments [8] Industry Outlook - The broader industrial sector is showing improving sentiment, supported by easing supply pressures and a return to normalized leasing demand, creating a constructive backdrop for Prologis shares [12] - The combination of internal execution and sector-level stabilization suggests that Prologis is entering a more favorable earnings phase [9]

Core Viewpoint - Prologis, Inc. will host a webcast and conference call on January 21, 2026, to discuss its fourth quarter results, current market conditions, and future outlook [1]. Group 1: Event Details - The conference call is scheduled for January 21, 2026, at 9:00 a.m. PT/12:00 p.m. ET [1]. - A live broadcast can be accessed via a toll-free number for the U.S. and Canada, and a separate number for other countries [2]. - A telephonic replay will be available from January 21 to February 4, 2026, with specific access codes provided [3]. Group 2: Company Overview - Prologis is a leader in logistics, creating intelligent infrastructure that supports global commerce [3]. - The company focuses on connecting digital and physical worlds, enhancing supply chains, and providing clean energy solutions [3]. - Prologis emphasizes its unmatched scale, innovation, and expertise in shaping the future of logistics [3].

Core Points - Prologis Shanghai Xinshi Northwest Logistics Park (Phase I) has received the "Excellent Level" Net Zero Carbon Park certification, the highest level, at the "Net Zero Carbon Buildings and Parks 2025 Annual Awards" organized by BRE and TÜV Rheinland [1] - This certification marks the first time a logistics park in China has achieved this highest level of recognition [1] - The Net Zero Park Evaluation System was jointly developed by TÜV Rheinland and BRE in 2022 to reduce carbon emissions through collaborative efforts [1] Company Achievements - Prologis Shanghai Xinshi Northwest Logistics Park is a smart zero-carbon flagship park, rebuilt from the original Prologis Northwest Logistics Park, and officially commenced operations in September 2023 [1] - During its trial operation period, the park achieved an occupancy rate of over 90% [1] Previous Certifications - Prologis Jinyi International Logistics Park previously received the first domestic "Excellent Level" certification for low-carbon parks under the same evaluation system [1] - Prologis Dongguan Xingsha Logistics Park also obtained the first "Excellent Level" certification for net zero carbon buildings in China [1]

Core Viewpoint - Prologis Shanghai New Northwest Logistics Park has received the highest "Excellent" certification for net-zero carbon parks, marking a significant recognition in the logistics industry for its sustainable development efforts [1][9][12] Group 1: Certification and Recognition - The park was awarded the "Excellent" net-zero carbon park certification at the 2025 Annual Awards Ceremony co-hosted by BRE and TÜV, making it the first logistics park in China to achieve this highest level of certification [1][9] - The net-zero park evaluation system was jointly established by TÜV and BRE in 2022, aiming to reduce carbon emissions through collaborative actions across economic, environmental, social, and energy systems [4][12] - Prologis has previously received the first low-carbon park "Excellent" certification in China and has achieved the highest level of certification for its Dongguan New Sha Logistics Park [4][12] Group 2: Operational Performance - The first phase of the Prologis Shanghai New Northwest Logistics Park officially commenced operations in September 2023, achieving over 90% occupancy during its trial operation period [4][12] - The park collaborates with its smart cold chain platform, ProCold, to serve clients such as Aldi and ASC Fine Wines, supporting consumer and industrial development in Shanghai and the Yangtze River Delta region [4][12] Group 3: Design and Awards - The park was designed by Prologis's professional architectural design center, Haiyi Design Institute, which also provided green certification consulting [4][12] - The project has been recognized as a major project in Shanghai for two consecutive years (2024-2025) and has won multiple awards, including the Annual Gold Award for Urban Design & Architectural Design and the Zero Carbon Earth Anchor Award [4][12] Group 4: Company Commitment - Prologis is committed to building a smart and zero-carbon modern logistics infrastructure network in China, focusing on energy conservation and emission reduction across all stages of building design, construction, and management [6][14] - The company aims to drive high standards of development across the industry and promote the green transition of the supply chain, contributing to the high-quality development of the real economy [6][14]

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Group 1: CrowdStrike Holdings, Inc. - CrowdStrike is set to report its third-quarter earnings on December 2, with analysts expecting earnings of 94 cents per share, an increase from 93 cents per share in the same period last year [1] - The consensus estimate for CrowdStrike's quarterly revenue is $1.22 billion, up from $1.01 billion a year earlier [2] - CrowdStrike shares gained 1.5% to close at $509.16 on Friday [7] Group 2: Global X Cybersecurity ETF - The Global X Cybersecurity ETF is considered a good entry point for investors lacking cybersecurity exposure [2] - The ETF gained 1% during the session [7] Group 3: Amazon.com, Inc. - Amazon has been selected as a final trade by an investment strategist, indicating positive sentiment towards the company [3] - Amazon, in collaboration with Alphabet Inc.'s Google, launched a new multicloud networking service to enhance reliable connectivity, allowing customers to establish private, high-speed links between their platforms quickly [4] - Amazon shares rose 1.8% to settle at $233.22 on Friday [7] Group 4: Prologis, Inc. - Prologis, a REIT with a relationship with Amazon, was highlighted by an investment director, suggesting its relevance in the current market [5] - Scotiabank analyst maintained Prologis with a Sector Perform rating and raised the price target from $127 to $133 [5] - Prologis shares rose 0.3% to close at $128.53 during the session [7]

Market Performance - The S&P 500 index closed at 6,849, reflecting a weekly increase of 3.7% and a year-to-date increase of 16.4%[6] - The Nasdaq 100 index reached 25,435, with a weekly rise of 4.9% and a year-to-date increase of 21.0%[6] - The Dow Jones Industrial Average increased by 3.2% this week, with a year-to-date growth of 12.2%[6] Sector Analysis - The automotive and auto parts sector saw a significant weekly increase of 9.3% and a year-to-date increase of 9.9%[9] - The information technology sector reported a weekly rise of 4.6% and a year-to-date increase of 32.8%[9] - The healthcare sector experienced a weekly increase of 1.9% and a year-to-date increase of 21.0%[9] Fund Flows - The energy sector recorded a net inflow of $48 million this week, with a total of $572 million over the past 52 weeks[11] - The materials sector faced a net outflow of $290 million this week, totaling a negative $3.344 billion over the past 52 weeks[11] - The financial sector had a net inflow of $2.106 billion this week, with a total outflow of $6.723 billion over the past 52 weeks[11] Earnings Forecast - The overall EPS adjustment for the energy sector was 0.3% this week, with a year-to-date adjustment of -7.4%[14] - The materials sector saw an EPS adjustment of 0.6% this week, with a year-to-date adjustment of 4.9%[14] - The information technology sector's EPS adjustment was 0.6% this week, with a year-to-date adjustment of 28.0%[14]

Core Insights - The article highlights three notable REITs (Realty Income, Prologis, and Welltower) that are recommended for investors seeking dividend income and exposure to real estate markets [1][2][3]. Realty Income - Realty Income has a history of increasing dividends for over three decades and pays dividends monthly, with its 665th consecutive quarterly dividend recently paid [4][5]. - The company operates a low-overhead business model with a diversified portfolio of over 1,500 properties leased primarily under long-term triple-net lease agreements, ensuring stable rental income [5][8]. - In Q3, Realty Income reported revenue growth of 11% year-over-year to $1.47 billion and FFO per share of $1.07, with a portfolio occupancy rate of 98.7% [8]. Prologis - Prologis is the leading logistics REIT, owning or investing in approximately 1.3 billion square feet of property globally, and has increased its dividend for 12 consecutive years [9][10]. - The company reported a 4.2% increase in core FFO per share to $1.49 in Q3 2025, with record leasing activity of 62 million square feet and a portfolio occupancy rate of 95.3% [12][13]. - Prologis is strategically positioned to benefit from the growing e-commerce market and is expanding into the data center sector, securing 5.2 gigawatts of utility-fed power capacity [13]. Welltower - Welltower specializes in healthcare infrastructure, focusing on senior housing in the U.S., U.K., and Canada, with a current yield of about 1.5% [14][15]. - The company has launched a private funds management business to pursue broader investment opportunities and is focusing on its senior housing operating portfolio [15][18]. - In Q3, Welltower's normalized FFO per share increased by 21% year-over-year to $1.34, with same-store net operating income rising about 15% [18].

Core Insights - Prologis, Inc. is the world's largest industrial real estate investment trust (REIT) with a market cap of $119 billion, specializing in logistics facilities [1][2] - The company operates a global portfolio of nearly 1.3 billion square feet across about 20 countries, serving over 6,500 customers [1] - Prologis is positioned in high-growth markets and benefits from trends like e-commerce expansion and supply-chain modernization, solidifying its leadership in logistics real estate [2] Financial Performance - Prologis reported third-quarter earnings with an EPS of $0.82 and core FFO of $1.49, reflecting a 4.2% year-over-year increase, while total revenue rose 8.7% to $2.2 billion [5] - The company's occupancy rate reached 95.3%, with same-store net operating income increasing by 3.9% on a net-effective basis and 5.2% on a cash basis [5] - Leasing activity was robust, with a record 62 million square feet signed, and rental growth accelerated, showing nearly 49% net-effective rent change and about 29% on a cash basis [5] Stock Performance - Prologis stock reached a 52-week high of $129.28 and has gained 15.1% over the past three months, outperforming the Dow Jones Industrial Average's 4.4% rise [3][4] - Year-to-date, PLD stock prices have increased by 21.3%, and 10.3% over the past 52 weeks, compared to the Dow Jones's 11.5% and 5.7% gains respectively [4] - The stock has consistently climbed above its 50-day and 200-day moving averages since early August, indicating a positive trend [4]