Prologis: The Logistics Leader With High Data Center Ambitions To Watch

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Sep. 05, 2025 5:09 AM ETPrologis, Inc. (PLD) StockPLDIWA Research668 FollowersSummaryPrologis is the global leader in logistics real estate, benefiting from the rise of e-commerce and an international expansion.Aggressive acquisitions and development have increased debt, but assets and long-term growth potential—especially in data centers—remain strong.Rate cuts are a key near-term catalyst, likely to boost both Prologis' financials and demand for its properties, as economic activity rebounds.At current prices, Prologis appears fairly valued; I rate it a hold, preferring other REITs with higher yields and similar growth prospects.Oselote/iStock via Getty ImagesIntroduction & FinancialsPrologis (PLD) is a REIT that stands as the global leader in logistics real estate, specializing in the ownership, development, and management of high-quality logistics facilities, playing an important role in the economy. In recentThis article was written byIWA Research668 FollowersAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortable with several other industries, such as consumer discretionary/staples, REITs and utilities.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments