Approximately $0.17 of the $0.52 distribution that was declared on November 4, 2025 and paid on January 9, 2026 will be considered a distribution made in 2025 for U.S. federal income tax purposes. SAN FRANCISCO--(BUSINESS WIRE)--Terreno Realty Corporation (NYSE:TRNO) , an acquirer, owner and operator of industrial real estate in six major coastal U.S. markets, announced today the income tax treatment of its 2025 dividend distributions to holders of its common stock. For holders of Terreno Realty Corporation ...

We recently compiled a list of the 20 Most Profitable Stocks of the Last 20 Years. The twelfth stock on our list of most profitable stocks is Prologis, Inc. TheFly reported on January 23 that Freedom Capital Markets downgraded PLD from a Buy to a Hold rating and cited the stock’s valuation as it nears its target. The firm raised its price target to $138 from $134. The analyst pointed out that despite the downgrade, PLD’s Q4 report demonstrated the quality of its portfolio and the robustness of its busines ...

Moderate rental growth amid high incentives and vacancy 0 100 200 300 400 500 600 700 800 900 Jan-16 Jan-17 Jan-18 Jan-19 Jan-20 Jan-21 Jan-22 Jan-23 Jan-24 Jan-25 Jan-26 Sydney industrial vacancy Outer West South West Inner West South By precincts, floorspace in '000sqm, 5,000sqm+ Sydney Industrial State of the Market Q4 2025 This report provides a precinct-by-precinct quarterly update of the Sydney industrial market Click here to s ubscribe ESR Wetherill Industry Park Leasing overview Sydney industrial ta ...

Key Takeaways PLYM stockholders approved an all-cash acquisition by Makarora Management and Ares Alternative Credit Funds.Deal values Plymouth at $2.1B, includes assumption of certain debt, and targets closing on Jan. 27, 2026.PLYM's Midwest and East Coast assets attract private capital with scalable, cash-generating industrial assets.In recent development, Plymouth Industrial REIT Inc. (PLYM) announced that its stockholders have approved its all-cash acquisition by Makarora Management LP entities and Ares ...

Investment Themes - The world needs to invest trillions of dollars in AI infrastructure and lower-carbon energy sources, alongside addressing the retirement-income gap due to an aging population [1][2] Brookfield Corporation - Brookfield Corporation is positioned at the intersection of AI infrastructure, wealth products, and real estate recovery, launching its first AI infrastructure fund targeting $100 billion in assets [4][5] - The company anticipates 25% annual earnings growth over the next five years, with a projected $7 trillion investment needed in AI infrastructure over the next decade [5] Kinder Morgan - Kinder Morgan operates the largest natural gas infrastructure platform in the U.S., transporting 40% of the country's gas production, and is well-positioned to meet the growing demand for gas [7][8] - The company expects gas demand to rise by 28 billion cubic feet per day by 2030, with $10 billion in new capital projects planned to enhance its growth outlook [8] Meta Platforms - Meta Platforms is investing heavily in AI, aiming to build personal superintelligence and has launched several AI products, including a popular AI chatbot and AI glasses [9][11] - The company is in the early stages of its AI potential, with significant upside expected for existing apps and new products [12] NextEra Energy - NextEra Energy is a leader in clean energy infrastructure, partnering with AI companies for power supplies and estimating investments of $295 billion to $325 billion in clean power and data centers through 2032 [12][14] Realty Income - Realty Income is a major REIT focusing on income-generating properties, benefiting from the $50 trillion need for U.S. retirement investment and the $14 trillion in corporate real estate [15][17] - The REIT aims to unlock real estate value through sale-leaseback transactions to support its high-yielding monthly dividend [17] Prologis - Prologis focuses on industrial real estate and is leveraging its expertise in energy to develop data centers, with a power pipeline of up to 5.7 gigawatts [18][19] - The company has strong momentum in logistics and digital infrastructure, signing a record 228 million square feet of leases last year, which is expected to drive earnings and dividend growth [19]

Core Insights - Prologis reported strong fourth-quarter earnings and revenue, exceeding Wall Street expectations, driven by robust leasing activity and positive guidance for 2026 [1][2] Financial Performance - The company achieved net earnings of $1.49 per diluted share for the fourth quarter, significantly above the consensus estimate of $0.70 [1] - Revenue for the quarter reached $2.1 billion, slightly surpassing expectations of $2.09 billion [1] - For the full year, net earnings were reported at $3.56 per share, a decrease from $4.01 in the previous year [4] - Core funds from operations (FFO) for 2025 totaled $5.81 per share, an increase from $5.56 in 2024, while adjusted core FFO rose to $5.86 per share from $5.53 [4] Leasing Activity - Prologis signed a record 228 million square feet of leases in 2025, indicating a broad recovery in warehouse demand across U.S. markets [2] - The leasing momentum is expected to position the company for stronger growth in 2026, with customers committing to longer-term space amid stabilizing demand [2] Future Outlook - The company forecasts net earnings attributable to common stockholders for 2026 to be between $3.70 and $4.00 per diluted share [3] - Projected core funds from operations for 2026 are estimated to be between $6.00 and $6.20 per share [3] Infrastructure Expansion - Prologis is expanding power capacity across its properties to meet rising data center demand, highlighting the intersection of logistics real estate and digital infrastructure [3]

World's largest industrial real-estate owner says consumer-goods sellers and e-commerce companies are leasing new space. ...

Arndt said net effective rent change was 44% for the quarter, contributing about $60 million of annualized NOI, and bringing net effective rent change for the year to more than 50%. He added that net effective lease mark-to-market ended at 18%, representing nearly $800 million of embedded NOI “yet to be realized without any increase in market rents.”On an own-and-manage basis, average occupancy was 95.3% for the quarter and 95% for the full year, with period-end occupancy at 95.8%. Arndt attributed results ...

The Buy Thesis STAG Industrial (STAG) is in a sweet spot for AFFO/share growth. Mark-to-market on its existing portfolio keeps organic growth flowing at 3%-5% while higher cap rates have turned acquisitions and developments immediately accretive. STAG is designed as an acquisitive company, so the higher transaction volume outlook for 2026 bodes well for their relative growth rate. Between the various levers, we see annual AFFO/share growth of about 9%. That is excellent growth relative to a 17X AFFO multipl ...

The Buy Thesis STAG Industrial (STAG) is in a sweet spot for AFFO/share growth. Mark-to-market on its existing portfolio keeps organic growth flowing at 3%-5% while higher cap rates have turned acquisitions and developments immediately accretive. STAG is designed as an acquisitive company, so the higher transaction volume outlook for 2026 bodes well for their relative growth rate. Between the various levers, we see annual AFFO/share growth of about 9%. That is excellent growth relative to a 17X AFFO multipl ...