Prologis

PLD-N

NYSE:PLD

91.43
0.08 (0.09%)
Prologis, Inc. is a multinational logistics real estate investment trust headquartered in San Francisco, California.
More at Wikipedia

Analysis and Opinions about PLD-N

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
December 2, 2019
They moved a lot lately, so don't be in a rush to get into this. You can make some money in this, though, supported by the ongoing demand for industrial REITs.
Prologis (PLD-N)
December 2, 2019
They moved a lot lately, so don't be in a rush to get into this. You can make some money in this, though, supported by the ongoing demand for industrial REITs.
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$90.010
Owned
Unknown
COMMENT
COMMENT
November 29, 2019
PLD or EQIX? He likes PLD in this space. Customers are Amazon, FedEx, etc. EQIX is data warehousing in the cloud. He likes both of these companies.
Prologis (PLD-N)
November 29, 2019
PLD or EQIX? He likes PLD in this space. Customers are Amazon, FedEx, etc. EQIX is data warehousing in the cloud. He likes both of these companies.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$91.550
Owned
_N/A
TOP PICK
TOP PICK
October 31, 2019
Global leader in logistics real estate. In 19 countries. US industrial fundamentals are solid. Significant acquisitions, which will drive growth. Calling for nearly 10% earnings growth year over year. Should be a core real estate holding. Yield is 2.43%. (Analysts’ price target is $90.72)
Prologis (PLD-N)
October 31, 2019
Global leader in logistics real estate. In 19 countries. US industrial fundamentals are solid. Significant acquisitions, which will drive growth. Calling for nearly 10% earnings growth year over year. Should be a core real estate holding. Yield is 2.43%. (Analysts’ price target is $90.72)
Michelle Wearing
Portfolio Manager, Starlight Capital
Price
$87.760
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 9, 2019
(A Top Pick Aug 16/18, Up 35%) The largest warehouse holders in the world. They have a solid platform around their business. He says 2% of global GDP flows through their warehouses. They are using that understand the data of the flows through their assets and use that to better their client services. He sees this as value that will continue to feed on itself.
Prologis (PLD-N)
October 9, 2019
(A Top Pick Aug 16/18, Up 35%) The largest warehouse holders in the world. They have a solid platform around their business. He says 2% of global GDP flows through their warehouses. They are using that understand the data of the flows through their assets and use that to better their client services. He sees this as value that will continue to feed on itself.
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$85.490
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
October 9, 2019
If you want good global REIT exposure own PLD-N. WIR.U-T raised equity and this has resulted in a share drop today. This is not a high conviction name -- you don't have to own it. We have gone through the most bullish industrial run up over the past few years and we have not seen their cash flows really increase. He is starting to see supply of industrial space increasing and some of their leases expiring soon -- this could challenge their cash flow going forward. He would buy on a pullback.
Prologis (PLD-N)
October 9, 2019
If you want good global REIT exposure own PLD-N. WIR.U-T raised equity and this has resulted in a share drop today. This is not a high conviction name -- you don't have to own it. We have gone through the most bullish industrial run up over the past few years and we have not seen their cash flows really increase. He is starting to see supply of industrial space increasing and some of their leases expiring soon -- this could challenge their cash flow going forward. He would buy on a pullback.
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$85.490
Owned
No
BUY WEAKNESS
BUY WEAKNESS
July 31, 2019
An incredible REIT with one of the finest management teams. One of the largest logistic companies in the world. He did trim his holding because of the value it had become. He would buy back on weakness somewhere in the high $70's range.
Prologis (PLD-N)
July 31, 2019
An incredible REIT with one of the finest management teams. One of the largest logistic companies in the world. He did trim his holding because of the value it had become. He would buy back on weakness somewhere in the high $70's range.
Jeffrey F. Olin
President & CEO, Vision Capital Corporation
Price
$80.610
Owned
Yes
COMMENT
COMMENT
July 9, 2019
Warehouse REITs? Industrial and warehouse assets have become a buzz phrase. Storing assets closer to retail consumers is a real thing. This requires companies to revamp their entire supply chain and warehousing is critical and it only represents about 5% of a retail cost -- it is still pretty cheap. He would favour PLD-N in the US. It is a little expensive right now. He likes them because they are exploring their own business model to help companies get better value for their space. Overtime this will lead to a better revenue stream for them.
Prologis (PLD-N)
July 9, 2019
Warehouse REITs? Industrial and warehouse assets have become a buzz phrase. Storing assets closer to retail consumers is a real thing. This requires companies to revamp their entire supply chain and warehousing is critical and it only represents about 5% of a retail cost -- it is still pretty cheap. He would favour PLD-N in the US. It is a little expensive right now. He likes them because they are exploring their own business model to help companies get better value for their space. Overtime this will lead to a better revenue stream for them.
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$82.620
Owned
Unknown
BUY
BUY
May 30, 2019
Largest global industrial player. Predicts a very strong year. Q1 raised guidance to 7%. US fundamentals are very strong. Growth last year was over 8%. Great name, with strong opportunity. Lots of liquidity for their current transaction.
Prologis (PLD-N)
May 30, 2019
Largest global industrial player. Predicts a very strong year. Q1 raised guidance to 7%. US fundamentals are very strong. Growth last year was over 8%. Great name, with strong opportunity. Lots of liquidity for their current transaction.
Michelle Wearing
Portfolio Manager, Starlight Capital
Price
$73.320
Owned
Yes
COMMENT
COMMENT
May 8, 2019
PLD-N has been amazing. REITs have been doing well. Fundamentally, its price is a little ahead of itself with a low 20 price to earnings. There is good industrial growth associated with cannabis.
Prologis (PLD-N)
May 8, 2019
PLD-N has been amazing. REITs have been doing well. Fundamentally, its price is a little ahead of itself with a low 20 price to earnings. There is good industrial growth associated with cannabis.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$74.390
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
December 5, 2018
(A Top Pick Aug 16/18, Up 3%) He likes the return given how the general market has retraced lately. Their cash flow growth is 15% annually and he does not see that slowing down soon. They are adding services to their retail tenants and that will separate them from the crowd.
Prologis (PLD-N)
December 5, 2018
(A Top Pick Aug 16/18, Up 3%) He likes the return given how the general market has retraced lately. Their cash flow growth is 15% annually and he does not see that slowing down soon. They are adding services to their retail tenants and that will separate them from the crowd.
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
August 16, 2018

Well-know player in the industrial space. 1-2% of global GDP flows through their buildings. They will lead who rents are set in the industrial space. Huge in Asia, Europe and North America. (3% dividend yield)

Prologis (PLD-N)
August 16, 2018

Well-know player in the industrial space. 1-2% of global GDP flows through their buildings. They will lead who rents are set in the industrial space. Huge in Asia, Europe and North America. (3% dividend yield)

Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$65.650
Owned
Yes
DON'T BUY
DON'T BUY
May 11, 2016

This owns industrial warehouses and distribution centres, which they rent out to companies. In 2008, the stock fell down to $1-$2 per share, so it is very much a cyclical play. Wouldn’t buy any of the industrial REITs, but would prefer looking at an apartment REIT such as Apartment Investment & Management (AIV-N), which will give you the same kind of returns, with a lot less risk.

Prologis (PLD-N)
May 11, 2016

This owns industrial warehouses and distribution centres, which they rent out to companies. In 2008, the stock fell down to $1-$2 per share, so it is very much a cyclical play. Wouldn’t buy any of the industrial REITs, but would prefer looking at an apartment REIT such as Apartment Investment & Management (AIV-N), which will give you the same kind of returns, with a lot less risk.

John Burke
CEO & CIO, Burke Financial Strategies
Price
$46.960
Owned
No
PAST TOP PICK
PAST TOP PICK
March 18, 2015

(A Top Pick March 19/14. Up 10.53%.) Largest global owner of industrial real estate. It is the best run industrial REIT in the world. Trading below its NAV of around $44 per share. He thinks one of the biggest beneficiaries of the US economic recovery is going to be industrial real estate. One of the biggest beneficiaries of the large e-commerce push is going to be industrial real estate as well. Their global footprint is very important. This still screens as very attractive.

Prologis (PLD-N)
March 18, 2015

(A Top Pick March 19/14. Up 10.53%.) Largest global owner of industrial real estate. It is the best run industrial REIT in the world. Trading below its NAV of around $44 per share. He thinks one of the biggest beneficiaries of the US economic recovery is going to be industrial real estate. One of the biggest beneficiaries of the large e-commerce push is going to be industrial real estate as well. Their global footprint is very important. This still screens as very attractive.

Michael Missaghie
VP & Sr. Portfolio Manager, Sentry Investments
Price
$43.500
Owned
Yes
TOP PICK
TOP PICK
October 16, 2014

The largest global industrial REIT. Majority of assets in North America, but they have exposure to Europe and Asia. They had a 12 quarter plan that they achieved in 10 quarters with respect to their leverage, quality of assets and the land they have on their balance sheet. Thinks the market is not recognizing the quality of business and the upside to free cash flow growth. This is a unique opportunity to buy this one.

Prologis (PLD-N)
October 16, 2014

The largest global industrial REIT. Majority of assets in North America, but they have exposure to Europe and Asia. They had a 12 quarter plan that they achieved in 10 quarters with respect to their leverage, quality of assets and the land they have on their balance sheet. Thinks the market is not recognizing the quality of business and the upside to free cash flow growth. This is a unique opportunity to buy this one.

Michael Missaghie
VP & Sr. Portfolio Manager, Sentry Investments
Price
$38.420
Owned
Yes
TOP PICK
TOP PICK
March 19, 2014

World’s largest owner, operator and developer of industrial assets. Majority of assets continue to be in the US, which is growing at a clip much higher than any other developed country. Benefiting that, there has been very little in the way of new supply of industrial real estate in the US. As well, they operate in some of the core coastal markets as well as the core markets where there are transportation hubs and delivery hubs. They are seeing occupancy and rental increases. The most important thing going forward is that they have right sized the business from a balance sheet and payout ratio as well. Dividend yield of 3.24%.

Prologis (PLD-N)
March 19, 2014

World’s largest owner, operator and developer of industrial assets. Majority of assets continue to be in the US, which is growing at a clip much higher than any other developed country. Benefiting that, there has been very little in the way of new supply of industrial real estate in the US. As well, they operate in some of the core coastal markets as well as the core markets where there are transportation hubs and delivery hubs. They are seeing occupancy and rental increases. The most important thing going forward is that they have right sized the business from a balance sheet and payout ratio as well. Dividend yield of 3.24%.

Michael Missaghie
VP & Sr. Portfolio Manager, Sentry Investments
Price
$40.020
Owned
Yes
COMMENT
COMMENT
June 9, 2009
International distribution business. Got way overstretched and had to retract in a huge way. Looks like they have formed a base and will be survivors. Chart looks very good. If the economy doesn't come back and the softness is protracted, they are very vulnerable.
Prologis (PLD-N)
June 9, 2009
International distribution business. Got way overstretched and had to retract in a huge way. Looks like they have formed a base and will be survivors. Chart looks very good. If the economy doesn't come back and the softness is protracted, they are very vulnerable.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$9.100
Owned
No
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