Tyler Crowe: Three investing predictions to get 2026 started. This is Motley Fool Money. Welcome to Motley Fool Money. I'm Tyler Crowe, and today I'm joined by longtime Fool contributors, Matt Frankel and Jon Quast. Now, between the holidays and some ill time seasonal illnesses, the three of us haven't really been together for some time to record this podcast. We've all had some time to reflect as we've been thinking about investing in 2026 and maybe some of the themes and predictions we expect in the comin ...

Core Viewpoint - Gladstone Commercial Corporation has successfully executed lease extensions with Owens-Brockway Glass Container Inc. for two industrial buildings located in Pennsylvania and North Carolina, indicating a strong partnership and stability in their leasing agreements [1]. Group 1: Company Information - Gladstone Commercial Corporation is involved in the leasing of industrial properties, showcasing its role in the real estate sector [1]. - Owens-Brockway Glass Container Inc. is a wholly owned subsidiary of O-I Glass, Inc., and is recognized as one of the leading manufacturers of glass containers globally [1]. Group 2: Lease Details - The lease extensions pertain to a 290,000 square foot industrial building in Brockport, Pennsylvania, and a 154,000 square foot industrial building in Lexington, North Carolina, reflecting the company's commitment to maintaining its industrial real estate portfolio [1].

Key Takeaways Prologis is set to report Q4 2025 on Jan. 21, after a 3.47% core FFO per-share surprise last quarter.PLD beat FFO estimates in each of the past four quarters, with an average upside of 4.66%.FFO per share is forecast at $1.44, down 4% year over year after a downward revision.Prologis (PLD) is slated to report its fourth-quarter 2025 results on Jan. 21, before the opening bell. In anticipation of the announcement, industry analysts and investors are eager to assess the company's performance and ...

Core Viewpoint - FIBRA Prologis has successfully completed the offering of USD 500 million in Senior Notes with a 5.625% interest rate, maturing in 2038, to enhance its financial flexibility and support strategic initiatives [1][2]. Group 1: Financial Offering - The company has issued USD 500 million in Senior Notes, which will be used to repurchase outstanding Terrafina Notes and redeem any remaining notes after the tender offer [1][2]. - The tender offer for the Terrafina Notes expired on January 12, 2026, and is expected to settle on January 15, 2026 [2]. Group 2: Listing and Regulatory Compliance - FIBRA Prologis has applied to list the Senior Notes on the Singapore Exchange Securities Trading Limited (SGX-ST) [3]. - The Notes have not been registered under the U.S. Securities Act and were offered privately to qualified institutional buyers [4]. Group 3: Company Profile - 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 million square feet as of September 30, 2025 [6]. - The portfolio includes 348 logistics and manufacturing facilities across six core industrial markets in Mexico, comprising 65.7 million square feet of Gross Leasing Area [6].

Core Viewpoint - Franklin Templeton and Clarion Partners have announced the acquisition of Pacific Golden Valley, a Class-A industrial building fully leased by DrinkPAK, enhancing their real estate portfolio in northern Los Angeles County [1] Group 1: Acquisition Details - Clarion Partners Real Estate Income Fund Inc. has acquired a 172,483 square foot industrial building [1] - The property is located in Santa Clarita, California, and is 100% leased by DrinkPAK [1] - This acquisition adds to Clarion's existing portfolio of 11 fully stabilized buildings totaling approximately 1.7 million square feet in northern Los Angeles County [1]

Core Insights - Public Storage (PSA) is a leading name in the self-storage industry, known for its strong brand value and presence in key U.S. metropolitan markets, benefiting from the recession-resilient nature of the self-storage sector which ensures stable revenues [1][8] Company Overview - Public Storage has acquired 260 facilities since early 2023 for $3.76 billion, adding 19 million rentable square feet and contributing a net operating income (NOI) of $46.3 million in Q3 2025 [8][9] - The Zacks Consensus Estimate for PSA's 2025 funds from operations (FFO) per share has increased by 1 cent to $16.91 over the past month, indicating positive analyst sentiment [2] Financial Strength - The company maintains a strong financial profile with low leverage, concluding Q3 2025 with a net debt and preferred equity to EBITDA ratio of 4.2X and an EBITDA to fixed charges ratio of 6.8X, supported by an "A" credit rating from S&P and an "A2" rating from Moody's [10] Industry Dynamics - The self-storage sector is characterized by low capital expenditures and strong operating margins, driven by favorable demographic trends such as population migration and an increasing share of renters, which enhance demand for self-storage solutions [5] - The industry is considered recession-resistant, providing a stable investment opportunity [5] Technological Advancements - Public Storage is leveraging technology to enhance operational efficiencies and revenue optimization, with sustained investments in digital initiatives expected to strengthen its competitive positioning [6]

Core Viewpoint - FIBRA Prologis announces a leadership transition with Héctor Ibarzábal retiring as CEO, effective June 30, 2026, after over 30 years with the company, and Jorge Girault appointed as the new CEO while Alexandra Violante becomes CFO [1][2][3] Leadership Transition - Jorge Girault, currently CFO, will take over as CEO on July 1, focusing on delivering long-term value in the Mexican market [2] - Alexandra Violante, who leads Investor Relations, will become CFO on the same date, bringing extensive experience in capital markets and financial communications [3] Company Background - FIBRA Prologis is a leading owner and operator of Class-A industrial real estate in Mexico, with 515 investment properties totaling 87.0 million square feet (8.1 million square meters) as of September 30, 2025 [6] - The company includes 348 logistics and manufacturing facilities across six industrial core markets in Mexico, amounting to 65.7 million square feet (6.1 million square meters) of gross leasable area [6] Legacy and Impact - Héctor Ibarzábal is recognized for his outstanding leadership and significant contributions to establishing FIBRA Prologis as a leading logistics real estate platform in Mexico [3][5] - Girault's experience in the real estate and financial sectors is highlighted as a key factor in positioning FIBRA Prologis as the leading publicly traded real estate vehicle in Mexico [4]

Core Viewpoint - Parkit Enterprise Inc. has issued a total of 1,371,000 options to directors, officers, employees, and consultants, each exercisable into one common share at an exercise price of $0.56, with options vesting on grant [1]. Group 1: Options Issuance - A total of 1,025,000 options were specifically granted to directors and officers of Parkit [2]. - The company is utilizing exemptions from formal valuation and minority approval requirements under Multilateral Instrument 61-101 for the issuance of these options [2]. Group 2: Company Overview - Parkit Enterprise is focused on acquiring, growing, and managing strategically located industrial properties in Canada, along with parking assets in various U.S. markets [3]. - The company's common shares are listed on the TSX Venture Exchange under the symbol PKT [3].

Core Viewpoint - Terreno Realty Corporation has announced a full-property lease for a redevelopment property in Long Island City, Queens, New York, indicating a strategic expansion in the industrial real estate sector [1]. Group 1: Property Details - The property consists of one industrial distribution building with approximately 48,000 square feet on 2.2 acres [2]. - Located at 49-10 27th Street, the property is adjacent to the entrance of the Queens-Midtown Tunnel and features ten dock-high and 14 grade-level loading positions [2]. - The total investment for the redevelopment is $35.8 million, with the property fully leased to a contractor and rigging provider starting December 2025 and expiring August 2036 [2]. Group 2: Financial Metrics - The estimated stabilized cap rate for the property is 5.7% [2]. - Stabilized cap rates are calculated based on annualized cash basis net operating income stabilized to market occupancy, generally at 95%, divided by total acquisition cost [3]. Group 3: Company Overview - Terreno Realty Corporation operates in six major coastal U.S. markets: New York City/Northern New Jersey, Los Angeles, Miami, San Francisco Bay Area, Seattle, and Washington, D.C. [4]. - The company focuses on acquiring, owning, and operating industrial real estate, highlighting its commitment to the industrial sector [4].

Core Viewpoint - Terreno Realty Corporation has announced a full-property lease for a redevelopment property in Long Island City, Queens, New York, indicating a strategic move in the industrial real estate market [1]. Group 1: Property Details - The property consists of one industrial distribution building with approximately 48,000 square feet on 2.2 acres [2]. - Located at 49-10 27th Street, the property is adjacent to the entrance of the Queens-Midtown Tunnel and features ten dock-high and 14 grade-level loading positions [2]. - The total investment for the redevelopment is $35.8 million, with the property fully leased to a contractor and rigging provider starting December 2025 and expiring August 2036 [2]. Group 2: Financial Metrics - The estimated stabilized cap rate for the property is 5.7% [2]. - Stabilized cap rates are calculated based on annualized cash basis net operating income stabilized to market occupancy, generally at 95%, divided by total acquisition cost [3]. Group 3: Company Overview - Terreno Realty Corporation specializes in acquiring, owning, and operating industrial real estate in six major coastal U.S. markets, including New York City/Northern New Jersey, Los Angeles, Miami, San Francisco Bay Area, Seattle, and Washington, D.C. [4].