Prologis, Inc. Overview
Pro stress-test →Prologis, Inc. is the global leader in logistics real estate with a focus on high-barrier, high-growth markets. At September 30, 2025, the company owned or had investments in approximately 1.3 billion square feet in 20 countries. Prologis leases modern logistics facilities to approximately 6,500 customers principally across business-to-business and retail/online fulfillment.
Strategic Profile
Pro stress-test →Prologis is entering a favorable cycle driven by tightening logistics fundamentals and new growth from energy and data centers. The company expects international logistics markets to outperform in 2026, with Europe experiencing tightness due to structural factors and Brazil seeing fast rent growth. The company benefits from secular e-commerce growth and strategic positioning in high-demand logistics hubs.
Competitive Landscape
Pro stress-test →Prologis acquired competitor Duke Realty in October 2022 for $23 billion, completing the largest commercial real estate transaction since the COVID-19 pandemic. The company operates in a consolidated industrial REIT market competing with STAG Industrial and other logistics-focused real estate investors. Market position strengthened through major acquisitions including DCT Industrial, Liberty Property Trust, and Industrial Property Trust.
Industry Context
Prologis, Inc. operates in Real Estate Investment Trust (REIT) - Industrial Logistics.
Key facts
Founded: 1983 · Headquarters: San Francisco, California · Employees: 3,500 · Revenue: $9.19B · Market cap: $145B