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Prologis Sees Leasing Surge, Data Centers Fuel Growth Outlook

Defense World

5:03 AM | Monday | Sep 21, 2026

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Prologis (NYSE: PLD) Chief Financial Officer Tim Arndt said the logistics real estate company continues to see improving leasing activity, rising occupancy and positive market rent growth as it moves through the third quarter. Speaking at an investor event moderated by Sarah Cooper, Global Head of Real Estate Equity Sales, Arndt said the operational trends the

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5:03 AM | Monday | Sep 21, 2026

Prologis Sees Leasing Surge, Data Centers Fuel Growth Outlook

Defense World

Prologis (NYSE: PLD) Chief Financial Officer Tim Arndt said the logistics real estate company continues to see improving leasing activity, rising occupancy and positive market rent growth as it moves through the third quarter. Speaking at an investor event moderated by Sarah Cooper, Global Head of Real Estate Equity Sales, Arndt said the operational trends the

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8:00 AM | Sunday | Sep 20, 2026

3 Buy-Rated REITs Collecting Rent From Warehouses, Data Centers and Shopping Centers

24/7 Wall Street

Three landlords collecting rent from warehouses, data centers and grocery stores are all printing record leasing numbers heading into late 2026, and the common thread behind each one reveals a demand story that goes deeper than the property type.

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8:00 AM | Sunday | Sep 20, 2026

The REIT Conundrum

Seeking Alpha

REITs have evolved into a larger, more diversified, and better-capitalized asset class, now less sensitive to Treasury yields than in prior cycles. Modern REITs feature lower leverage (34.4% debt), predominantly fixed-rate, long-maturity debt, and strong liquidity, supporting resilience amid higher rates. Supply constraints and rising replacement costs create durable moats for select REIT sectors, especially those with HALO (Heavy Assets, Low Obsolescence) characteristics.

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7:02 AM | Sunday | Sep 20, 2026

Prologis Sees Leasing Surge, Data Centers Fuel Growth Outlook

MarketBeat

Prologis NYSE: PLD Chief Financial Officer Tim Arndt said the logistics real estate company continues to see improving leasing activity, rising occupancy and positive market rent growth as it moves through the third quarter.

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11:59 AM | Saturday | Sep 19, 2026

Prologis: Undervalued With Plenty Of Room To Run

Seeking Alpha

Prologis remains a 'Buy' for its best-in-class logistics assets, robust growth, and downside protection, trading at a reasonable forward P/FFO and yield. PLD's Q2 2026 saw 8.5% same-store NOI growth, record leasing, and 95.5% occupancy, supporting raised full-year guidance. PLD's data center development pipeline and substantial land/power access offer a significant new growth runway.

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11:52 PM | Friday | Sep 18, 2026

Prologis Is High Quality, But Too Rich For My Taste

Seeking Alpha

Prologis is a high-quality logistics REIT with a global footprint and strong execution, but current valuation limits upside. I assign PLD a hold rating and a $135 price target, citing a premium 26x AFFO multiple and a 3.2% dividend yield. Core FFO and revenue growth remain robust, supported by recurring rental income and ancillary data center and strategic capital segments.

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7:01 PM | Wednesday | Sep 16, 2026

Prologis (PLD) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Zacks Investment Research

Prologis (PLD) closed the most recent trading day at $133.74, moving 1.55% from the previous trading session.

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3:28 PM | Wednesday | Sep 16, 2026

Baron Real Estate Fund Q2 2026 Portfolio Activity

Seeking Alpha

Baron Real Estate Fund delivered strong results in the second quarter. The Fund increased 11.89% (Institutional Shares). Shares of Hyatt Hotels Corporation appreciated materially following strong first quarter results and an Investor Day in May that outlined strong long-term growth targets. Shares of AAON, Inc.
rose during the quarter following an exceptionally strong earnings report which saw the company see drastically faster growth in its data center business, BasX, than expected.

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3:31 PM | Tuesday | Sep 15, 2026

Prologis, Inc. (PLD) Presents at BofA NY Global Real Estate Conference 2026 Transcript

Seeking Alpha

Prologis, Inc. (PLD) Presents at BofA NY Global Real Estate Conference 2026 Transcript

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5:00 PM | Thursday | Sep 10, 2026

Prologis to Participate in BofA Securities 2026 Global Real Estate Conference

PRNewsWire

SAN FRANCISCO, Sept. 10, 2026 /PRNewswire/ -- Prologis, Inc. (NYSE: PLD) today announced that Timothy D.

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