Prologis, Inc.: directors' dealings · United States · SEC (Form 4)

About Prologis, Inc.

Prologis, Inc. is a United States-based real estate company listed on the NYSE/NASDAQ, and one of the most closely followed names in global logistics property. Headquartered in San Francisco, California, Prologis is the world leader in logistics real estate, owning, developing, and operating modern warehouses, distribution centers, and industrial facilities located near major consumer markets, ports, and transport corridors. The company’s history reflects decades of sector consolidation and scale-building: its roots go back to 1983 with the creation of AMB Property Corporation, ProLogis was later founded, and the current group was formed through the 2011 merger that created Prologis as it exists today. Prologis’ business model is centered on long-duration industrial and logistics real estate. The company generates income primarily from rental revenue on high-quality warehouse assets, but it also earns from development activity, property management, and its strategic capital platform with institutional partners. Its customer base is broad and diversified, spanning e-commerce, third-party logistics, consumer goods, retail distribution, and manufacturing. That diversification matters because logistics real estate is deeply embedded in supply chains, making Prologis’ assets operationally essential for many tenants. From a competitive standpoint, Prologis holds a premier position due to its global footprint, scale, balance sheet strength, and access to high-barrier markets where land is scarce and replacement costs are high. The company has a significant presence across North America, Europe, and Asia, with particular strength in urban and port-adjacent locations that tend to support resilient occupancy and rent growth over time. Prologis also continues to broaden its customer offering through adjacent businesses such as Prologis Essentials and Prologis Mobility, extending beyond pure leasing into equipment, infrastructure, and operational solutions. Recent developments remain important for investors. Prologis released its full-year 2025 results in early 2026 and followed with first-quarter 2026 results, highlighting ongoing leasing activity, development execution, and balance-sheet discipline. In March 2026, the company announced a $1.6 billion U.S. build-to-suit logistics joint venture with GIC, reinforcing its strategy of partnering with institutional capital while expanding logistics capacity in key markets. For French-speaking investors, Prologis stands out as a high-quality REIT exposure to structural demand in global logistics, combining recurring cash flows, a blue-chip tenant base, and a leading competitive franchise in the United States and abroad.