Prologis Adjusts Strategy Amid Industrial Real Estate Shifts

In today's episode, we explore Prologis' decision to scale back its 2025 development plans by over $1 billion due to a slowdown in industrial leasing and rising global tariffs. Despite this, the company is focusing on build-to-suit projects and investing in high-growth areas like data centers and sustainability initiatives. Join us as we delve into the implications of these strategic shifts for the broader industrial real estate market.

Sources:
https://www.credaily.com/newsletters/prologis-cools-its-forecast-as-tariff-tensions-shake-warehouse-market/
https://ir.prologis.com/press-releases/detail/1012/prologis-reports-first-quarter-2025-results
https://www.prologis.com/insights/global-insights-research/trade-flux-what-global-shifts-mean-us-logistics-real-estate
https://www.morningstar.com/company-reports/1274940-prologis-may-be-affected-by-tariff-related-disruptions-but-the-long-term-thesis-still-holds
https://coincentral.com/prologis-pld-stock-solid-q1-core-ffo-and-expanding-data-center-solar-capacity/