**Industry Turnover:**
1. Logistics and Warehousing: approx. 70%
2. E-Commerce: approx. 20%
3. Retail and others: approx. 10%

**TOP 3 Markets:**
1. USA: approx. 55%
2. Europe: approx. 30%
3. Asia: approx. 10%

Prologis, Inc. generates the majority of its turnover from the logistics and warehousing industry, supported by the increasing demand for storage space due to the E-commerce boom.

The USA remains the largest market for Prologis, followed by Europe, where the company benefits from the increasing digitalization and the demand for efficient supply chains. Prologis is also expanding in Asia, albeit to a lesser extent, to take advantage of the dynamic market developments in this region.

**Production:** No direct production of physical products

Prologis, Inc. is a leading company in the field of logistics real estate and owns, manages, and develops logistics real estate worldwide. The company does not produce physical products, but offers logistics spaces and solutions to businesses.

Prologis operates in over 19 countries and runs logistics real estate in strategically important markets to support its customers' supply chains. The business model is based on providing warehouse spaces and not on the manufacturing of products.

**Revenue Growth:** Estimated 6-8% annually (2025)

Prologis, Inc. pursues a growth strategy that strongly focuses on expanding its real estate portfolio and optimizing its logistics solutions. The company continuously invests in expanding its warehouses and distribution centers to meet the increasing demand in the e-commerce sector.

Another key focus is on integrating technology and sustainability into their properties. Prologis relies on smart warehouse solutions and energy-efficient buildings to reduce operating costs and environmental footprint.

Additionally, the company aims to expand its global presence, particularly in high-growth markets in Asia and Europe. This expansion is supported by strategic partnerships and acquisitions to further strengthen its market leadership in the logistics real estate sector.

**Main materials:** Steel, concrete, aluminum
**Main importing countries:** China, Canada, Mexico

Prologis, Inc. is a leading company in the field of logistics real estate and primarily needs steel, concrete, and aluminum for the construction and maintenance of its properties. These materials are essential for the construction of warehouses and logistics centers.

China is a significant supplier of steel and aluminum, while Canada and Mexico are also important trading partners for the import of these raw materials. These countries offer strategic advantages to Prologis due to their production capacities and geographical proximity (in the case of Canada and Mexico).

**Market Share:** Prologis holds a significant market share in the logistics real estate sector, estimated at over 10% worldwide (2023).

**Portfolio Size:** Over 1 billion square feet of logistics space (2023).

**Financial Metrics:** Steady revenue growth averaging 8% annually over the past three years (2023).

Prologis, Inc. possesses a strong competitive advantage, which is composed of several factors. Firstly, the company has an extensive and strategically located portfolio of logistics properties, enabling it to benefit from the growing demand in e-commerce and the global supply chain.

Secondly, Prologis, through its size and market presence, has the ability to leverage economies of scale, leading to cost advantages over smaller competitors. This is further enhanced by the continuous expansion and acquisitions the company has undertaken in recent years.

Furthermore, Prologis heavily invests in technology and sustainability, which not only enhances efficiency but also attracts environmentally conscious tenants. These strategic initiatives strengthen Prologis' market position and secure its competitive advantage in the long term.

**Institutional Investor Share:** Approximately 80% (estimated for 2025 based on historical data)

**Insider Purchases/Sales:** No significant transactions reported in the last year

The institutional investor share in Prologis, Inc. has traditionally been at a high percentage, indicating the trust of large investment funds and institutional investors in the company. These investors appreciate the stability and growth potential of Prologis as a leading company in the logistics real estate sector.

Regarding insider purchases and sales, there have been no significant transactions in the last year that would indicate a change in management's confidence in the company's future development. This suggests a stable assessment by the company's leadership regarding its current strategy and market position.

**Market share of Prologis, Inc.:** Approx. 10% (estimated, 2025)

**Top competitors and their market shares:**
1. **Prologis, Inc.:** Approx. 10%
2. **Duke Realty Corporation:** Approx. 6%
3. **Segro plc:** Approx. 5%
4. **GLP Group:** Approx. 4%
5. **Goodman Group:** Approx. 4%
6. **Blackstone Group (Logistics):** Approx. 3%
7. **CBRE Global Investors:** Approx. 3%
8. **Logicor:** Approx. 2%
9. **Panattoni Development Company:** Approx. 2%
10. **First Industrial Realty Trust:** Approx. 2%

**Moat of Prologis:**

Prologis has a significant moat composed of several factors. Firstly, the size and global network of logistics properties provide economies of scale and high diversification that are hard to replicate. Secondly, the strategic placement of their properties near major urban centers and transportation hubs gives them a logistical advantage.

Compared to competitors, Prologis has a technological edge through its extensive database and technology platform for optimizing logistics processes. This enables more efficient management and utilization of properties.

Competitors, especially Duke Realty and Segro, also hold strong positions, but not with the same global reach and diversification as Prologis. Some companies, like the Blackstone Group, have substantial financial resources that help them expand rapidly, but they lack the same operational experience and market presence.

Overall, Prologis has one of the strongest moats in the industry, providing them with a sustainable competitive advantage.

**Revenue growth:** 8.5% (2024)
**FFO growth:** 10.2% (2024)
**Portfolio utilization:** 98% (2024)

Prologis, Inc. is one of the leading providers of logistics real estate worldwide and has experienced solid revenue and FFO growth in recent years. The company benefits from the consistently strong demand for warehouse and logistics spaces, particularly due to the e-commerce boom and the need to optimize supply chains.

The portfolio utilization of 98% indicates that Prologis is efficiently utilizing its properties and there is high demand for its spaces. This suggests a stable source of income and low vacancy risk.

Furthermore, Prologis is continuously investing in expanding and modernizing its portfolio, which could lead to further growth opportunities in the long term. The strategic positioning in key logistics hubs worldwide further strengthens the company's market position.

Overall, the strong operational performance and strategic focus suggest that Prologis, Inc. could be an attractive investment for investors interested in long-term growth opportunities in the logistics real estate sector.

**Dividend yield:** 2.8% (2025, estimated)
**Dividend growth:** 12% annually (last 5 years)

Prologis, Inc. is known for paying out a regular dividend to its shareholders. The current dividend yield is approximately 2.8%, which is competitive compared to other companies in the real estate industry.

Over the past five years, the company has experienced an average dividend growth of 12% per year, indicating strong financial health and consistent growth. This reliability in dividend payout is supported by stable cash flow generation and strategic positioning in the logistics real estate market.

Prologis has established itself as a reliable dividend payer, making it an attractive option for income-oriented investors.