Prologis, Inc.

PLDleader

Prologis is the world's largest logistics real estate company, owning and managing approximately 1.2 billion square feet of industrial space across 19 countries, serving e-commerce and supply chain customers.

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产品与营收

产品营收占比

营收构成 ($8.0B)

静态数据（加载实时财务…）

Rental Revenue (70%)

Strategic Capital (12%)

Development (10%)

Other (8%)

业务板块构成与主要客户

产品详情

Logistics Facilities Leasing65%

Leasing warehouse and distribution center space to tenants globally

Strategic Capital15%

Co-investment venture management fees and promotes

Development12%

Build-to-suit and speculative industrial property development

Essentials (Energy & Other)8%

Solar, EV charging, and operational services for logistics properties

供应链关系

主要客户

Amazon.com (AWS)

Warehouse and fulfillment center space

影响: High — largest single tenant

United Parcel Service

Distribution hub leasing

影响: Medium — major logistics tenant

竞争对手

Simon Property Group, Inc.

Commercial REIT market cap competition

影响: Low — different property type

宏观与市场背景

부동산 (REIT)行业新闻

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

近期催化剂

◆EQIX·AMT·PLD Q1 실적 (2026.04~05)◆Fed 금리 결정 (2026.05)◆미국 3월 주택판매 데이터

AI 分析

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Prologis, Inc.

产品与营收

产品营收占比

营收构成 ($8.0B)

业务板块构成与主要客户

产品详情

供应链关系

主要客户

竞争对手

宏观与市场背景

最新新闻

AI 分析

相关宏观主题

企业信息

行业概况 — 부동산 (REIT)

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