What smart money is saying about Prologis, Inc.
4 funds in our archive have pitched Prologis, Inc. — most recently Baron Real Estate Fund in December 2025.
Prologis, Inc. is the global leader in logistics real estate with a focus on high-barrier, high-growth markets. As of December 31, 2020, the company owned or had investments in, on a wholly owned basis or through co-investment ventures, properties and development projects expected to total approximately 984 million square feet (91 million square meters) in 19 countries. Prologis leases modern logistics facilities to a diverse base of approximately 5,500 customers principally across two major categories: business-to-business and retail/online fulfillment.
Fund coverage · 4 theses
- Baron Real Estate FundDecember 2025
Prologis is a best-in-class industrial REIT with embedded rent growth, multiple secular tailwinds, and an undemanding valuation supporting strong multi-year earnings and cash flow growth.
Read the full thesis - Baron Real Estate Income FundSeptember 2025
Prologis, Inc. is a top-tier industrial REIT with a robust growth outlook driven by strong demand and competitive advantages.
Read the full thesis - Baron Real Estate Income FundJune 2025
Prologis is poised for significant growth due to its strong real estate portfolio, favorable market conditions, and strategic expansion into data center development.
Read the full thesis - Baron Real Estate FundMarch 2025
Prologis is poised for significant growth due to improved leasing activity, reduced supply forecasts, stabilizing rents, favorable valuation multiples, and a substantial gap between current lease rates and market rents.
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