The Goodman Group (ASX: GMG) share price is down 6% after announcing HY26 result, despite strong data center growth plans.Goodman is the largest property group listed on the ASX. It owns, develops and manages industrial infrastructure properties globally with 441 properties across 15 countries. Properties in its portfolio include logistics and distribution centres, warehouses and data centres.Goodman HY26 resultHere are some key numbers from the report for the six months ending December 2025:Property invest ...

Company Overview - Prologis (NYSE:PLD) is a leading industrial real estate investment trust (REIT) focusing on logistics facilities globally, providing warehouses and distribution centers across various industries [1] - Prologis competes with other industrial REITs such as Industrial Logistics Properties Trust (ILPT) and First Industrial (FR), all experiencing a resurgence in demand [1] Financial Performance - BMO Capital set a price target of $123 for Prologis, with the stock currently trading at $127.24, reflecting a decrease of 2.97% from its previous price [2][6] - Prologis signed 57 million square feet of leases in Q4, boosting its occupancy rate to 95.8% and supporting strong core funds from operations (FFO) [3][6] Market Conditions - The U.S. industrial real estate market began 2026 with increased visibility, driven by a rebound in demand during the latter half of 2025 [4] - U.S. industrial vacancy rates remained steady at 7.1% for the third consecutive quarter, with full-year net absorption reaching 176.8 million square feet, marking a 16.3% increase year over year [4][6] Investor Sentiment - Investors are focusing on the sustainability of cash flows and balanced portfolios rather than peak rent growth, positioning Prologis favorably in this environment [5] - Prologis has a market capitalization of approximately $118.19 billion, with a trading volume of 3,434,012 shares on the NYSE, indicating active investor interest [5]

Group 1: Xero Ltd (XRO) - Xero has experienced a significant share price decline of 35.8% since the beginning of 2025 [1] - Founded in 2006, Xero has grown into a global leader in cloud-based accounting software, employing over 3,000 people and serving millions of subscribers worldwide [2] - The company's core product is designed for accountants and bookkeepers, providing real-time financial data accessible on any device, primarily used in New Zealand, Australia, the UK, and the US [3] - Xero has achieved a revenue growth rate of 26.4% per year since 2021, reaching $1,714 million in FY24, with net profit increasing from -$9 million to $175 million [7] - The return on equity (ROE) for Xero was reported at 14.3% [7] Group 2: Goodman Group (GMG) - Goodman Group, founded in 1989, is a leading global property group that owns, develops, and manages real estate assets across multiple continents [4] - The company focuses on large-scale logistics facilities, warehouses, and business parks, aiming to build long-term relationships with customers while delivering sustainable assets [5] - In FY24, Goodman Group reported a debt/equity ratio of 21.2%, indicating more equity than debt [8] - Since 2020, GMG has maintained an average dividend yield of 1.3% per year [9] - The ROE for Goodman Group in FY24 was reported at 0.1%, which is below the expected threshold of 10% for a mature business [9]

Group 1: Company Overview - Xero Ltd, founded in 2006 in Wellington, New Zealand, has become a global leader in cloud-based accounting software, employing over 3,000 people and serving millions of subscribers worldwide [2] - Goodman Group, established in 1989, is a leading global property group that owns, develops, and manages real estate assets across multiple continents, operating in key markets including Australia, New Zealand, the UK, Japan, the US, and Brazil [4] Group 2: Product and Service Offerings - Xero's accounting software is designed for accountants and bookkeepers, providing real-time financial data accessible on any device, which empowers small business owners and their advisors with up-to-date insights [3] - Goodman Group focuses on large-scale logistics facilities, warehouses, and business and office parks, aiming to foster long-term relationships with customers while delivering high-quality, sustainable assets [5] Group 3: Financial Performance Metrics - Xero has achieved a revenue growth rate of 26.4% per year since 2021, reaching $1,714 million in FY24, with net profit increasing from -$9 million to $175 million during the same period, and a reported ROE of 14.3% [7] - Goodman Group reported a debt/equity ratio of 21.2% in FY24, indicating more equity than debt, and has paid an average dividend yield of 1.3% per year since 2020, with an ROE of 0.1% in FY24, which is below the expected level for a mature business [8][9]