Prologis, Inc. (PLD)

Prologis (PLD) closed the most recent trading day at $108.39, moving 1.62% from the previous trading session.

I hunt investments that combine safety, income, and growth, avoiding hype and focusing on long-term, high-quality opportunities. Some areas are unloved and undervalued, offering income, potential growth, and protection against inflation, perfect for patient investors. I seek places with professional management, liquidity, and dual potential, giving me both steady income and the chance for capital gains.

My recent stock debate revealed a key lesson: valuation alone isn't enough. A cheap price means little without a durable moat. Growth and stability matter more. I found a powerful combo: a high-growth innovator paired with its essential infrastructure partner. Together, they balance income, upside, and lower risk. This isn't just theory. Backtested results show strong returns with less volatility. Sometimes, the best opportunities come from connected bets, not isolated picks.

Malcolm Ethridge, Managing Partner at Capital Area Planning Group, joins CNBC's Halftime Report to detail his latest stock sales.

Prologis' valuation has normalized post-ZIRP. Q2-2025 results showed solid core FFO and guidance improvements. Occupancy remains soft at 95%, and oversupply from recent years still weighs on near-term recovery prospects despite management's optimism.

CHICAGO--(BUSINESS WIRE)--ComEd today joined Prologis, a global development company, in marking the launch of a rooftop community solar project in Franklin Park, the first of 45 installations that the global logistics firm is developing across Illinois over the next two years. The Prologis portfolio is expected to generate 82 megawatts (MW) of solar energy, resulting in the largest rooftop community solar initiative in northern Illinois. More than half of the energy credits will be directed to.

New report underscores company's critical role in the global economy SAN FRANCISCO , July 30, 2025 /PRNewswire/ -- Prologis, Inc. (NYSE: PLD) today released a new report from Oxford Economics on the company's global economic impact, revealing that nearly $3.2 trillion worth of goods flowed through a Prologis warehouse in 2024, which is equivalent to 2.9% of the world's gross domestic product (GDP). The report also found that operations across the company's 1.3 billion square foot portfolio supported 3.6 million jobs worldwide and contributed $348 billion to the global economy (either direct, indirect or induced from impacts of Prologis operations).

MEXICO CITY , July 28, 2025 /PRNewswire/ -- FIBRA Prologis (BMV:FIBRAPL 14), a leading owner and operator of Class-A industrial real estate in Mexico, declared today a cash distribution of Ps. 1,117.2 million (US$60.2 million), or Ps.

MEXICO CITY , July 28, 2025 /PRNewswire/ -- FIBRA Prologis (BMV:FIBRAPL 14), a leading owner and operator of Class-A industrial real estate in Mexico, today reported results for the second quarter 2025. HIGHLIGHTS FROM THE QUARTER: Record net effective rents on rollover were 68.0 percent.

Retail-driven meme stock mania is back, echoing 2021's irrational exuberance, with surges in fundamentally weak, heavily shorted stocks. Market leadership is shifting from the "Magnificent 7" to the "Fabulous 5" AI giants, driven by proprietary technology and AI infrastructure advantages. Despite market optimism, I remain concerned about persistent tariffs, which threaten corporate margins and are largely ignored by investors.

Investors continue to invest in technology stocks, particularly those with an artificial intelligence (AI) theme. However, for some investors, their choice of stocks to buy may be based on FOMO (fear of missing out) rather than allowing a deeper understanding of what's happening in the tech space to inform their investment decisions.

The S&P 500 is near its all-time high, and many of the most popular stocks in the market have performed very well recently. However, some types of dividend stocks, especially real estate investment trusts, or REITs, are still looking very attractive.

Prologis remains a core industrial REIT holding, boasting strong fundamentals despite a 13% stock price decline and sector headwinds. Q2 2025 results exceeded expectations with robust FFO growth, high occupancy, and a resilient rent roll even amid rising vacancies. The pipeline is exceptionally strong, with record build-to-suit activity and large tenants increasing investments, signaling improving demand.

U.S. equity markets climbed to fresh record-highs this week after a critical slate of inflation data showed that tariff-driven inflation remains muted, while rumors of a potential Powell termination swirled. Supported by data this week showing that core inflation cooled to its slowest pace in over three years, the White House reignited the heat on the head of the Fed. Rebounding from modest declines last week, the S&P 500 advanced 0.6%, notching record highs in three of the past four weeks following a five-month drought.

I assign a cautious Buy rating to Prologis, citing its unique blend of global logistics and real estate, resilient market trends, and prudent risk management. Prologis demonstrates robust fundamentals, strong financial flexibility, and attractive long-term growth potential, despite recent short-term earnings volatility and a premium valuation. Key growth drivers include supply chain onshoring, expansion into data centers and renewables, and the innovative Prologis Essentials platform for tenant services.

In an uncertain market, I stick to five core investing principles: stay the course, specialize, diversify, trust proven experts, and keep some cash. Dividend growth investing (DGI) remains my strategy, with a focus on reliable cash flow compounding and growing dividends to eventually replace labor income. I diversify beyond my real estate core by blending passive DGI ETFs and selecting active ETFs with proven outperformance.