Core Insights - Prologis (PLD) holds the largest logistics portfolio globally, supported by an investment-grade balance sheet and a growing data center business, which may continue to drive stock prices higher despite a 21% year-to-date price return, outperforming the S&P 500's 16% return [1] Group 1: Company Overview - Prologis is recognized for its extensive logistics portfolio, which is the largest in the world [1] - The company has an investment-grade balance sheet, indicating strong financial health [1] - Prologis is expanding its data center business, which is expected to contribute positively to its stock performance [1] Group 2: Market Context - The equity market serves as a significant mechanism for wealth creation or destruction over the long term, influenced by daily price fluctuations [1] - Pacifica Yield is focused on long-term wealth creation, targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

Core Insights - Prologis (PLD) holds the largest logistics portfolio globally, supported by an investment-grade balance sheet and a growing data center business, which is expected to drive stock performance higher despite a 21% price return year-to-date, surpassing the S&P 500's 16% return [1] Company Overview - Prologis is recognized for its extensive logistics portfolio, which positions it as a leader in the industry [1] - The company has an investment-grade balance sheet, indicating strong financial health and stability [1] Market Performance - Prologis has achieved a 21% price return year-to-date, outperforming the S&P 500's 16% return, showcasing its strong market performance [1] Strategic Focus - The company is expanding its data center business, which is anticipated to contribute positively to its stock performance in the future [1] - Pacifica Yield aims to create long-term wealth by focusing on undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms, indicating a strategic investment approach in the market [1]

Core Insights - FIBRA Prologis announced the sale of 440,000 square feet in Juarez for US$19.8 million, advancing its disposition program and portfolio optimization strategy [1][2] - As of September 30, 2025, FIBRA Prologis owns 515 investment properties totaling 87.0 million square feet, including 348 logistics and manufacturing facilities in six core industrial markets in Mexico [3] Company Overview - FIBRA Prologis is a leading owner and operator of Class-A industrial real estate in Mexico [3] - The company focuses on logistics and manufacturing facilities, with a significant portion of its portfolio dedicated to these sectors [3]

Core Insights - FIBRA Prologis has acquired three fully occupied industrial buildings in Monterrey, Toluca, and Ciudad Juarez for a total of US$67.1 million, enhancing its portfolio in key industrial markets in Mexico [1][2] Company Overview - FIBRA Prologis is a prominent owner and operator of Class-A industrial real estate in Mexico, with a portfolio of 515 investment properties totaling 87.0 million square feet as of September 30, 2025 [3] - The portfolio includes 348 logistics and manufacturing facilities across six core industrial markets in Mexico, amounting to 65.7 million square feet of gross leasable area [3]

Core Insights - The article discusses the identification of lesser-known stocks that appear undervalued and compares them to more established companies within the same sector [1]. Group 1 - The author possesses an honors degree in economics and politics, focusing on economic development, and has 36 years of executive management experience, particularly in insurance/reinsurance and global markets [1]. - The analysis aims to uncover potential investment opportunities by evaluating the strength of these lesser-known stocks against well-known names in the same segment [1].

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].

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Core Insights - The real estate sector has faced challenges due to high interest rates and a shift towards remote work, resulting in a modest 6% return over the past three years compared to a 66% increase in the S&P 500 [2][4] Real Estate Investment Trusts (REITs) - REITs provide instant diversification and options for investors, including general and sector-specific investments, and are required to return 90% of earnings as dividends, making them attractive for income seekers [3][4] - The Global X Data Center and Digital Infrastructure ETF (DTCR) is positioned to benefit from the growing demand for data centers, with a projected market growth from $241 billion in 2024 to $456 billion by 2030, reflecting a compound annual growth rate of 11.8% [5][6] - The DTCR ETF has $605.8 million in assets under management and has delivered a 23.4% return in 2025 [6][9] - The Vanguard Real Estate Index Fund ETF (VNQ) tracks a broad index of real estate stocks and has $64 billion in assets, providing a 3.8% return in 2025 with a lower expense ratio of 0.13% [10][13] - The SPDR Dow Jones Global Real Estate ETF (RWO) offers diversification with 220 holdings and a year-to-date return of 8.7%, while also providing a 3.6% dividend yield [14][18]