Prologis: This Global Warehouse Juggernaut Gets An A+

Jan. 23, 2022 7:00 AM ETPrologis, Inc. (PLD)25 Comments


  • Prologis just got an A+ on its Q4-21 and YE-21 report card.
  • Prologis gets an A+ for its cost of capital advantage.
  • Prologis gets an A+ for its scale advantage.
  • Why aren't we buying PLD stock?
  • Looking for a helping hand in the market? Members of iREIT on Alpha get exclusive ideas and guidance to navigate any climate. Learn More »

The best

photovideostock/E+ via Getty Images

This article was co-produced with Nicholas Ward.

The world can be a scary place.

Right now, we’re seeing headlines highlighting the spread of the continued Omicron variant, and uncertain monetary and fiscal policy in the U.S. (and from

SPY vs VNQ chart

Yahoo Finance


PLD Website

PLD stock price

Yahoo Finance

Prologis Portfolio

Q4-21 Investor Presentation

Prologis Operations

Q4-21 Investor Presentation

Prologis - Portfolio Composition

Q4-21 Investor Presentation

Prologis capital deployment

Q4-21 Investor Presentation

Prologis Core FFO and AFFO trend

Q4-21 Investor Presentation

Prologis occupancy and customer retention

Q4-21 Investor Presentation

Prologis operating metrics

Q4-21 Investor Presentation

Prologis 2022 Guidance

Q4-21 Investor Presentation

PLD stock valuation

FAST Graphs

Celebrate My 100,000th Follower!

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREIT, Preferreds, BDCs, MLPs, ETFs, Banks, and we recently added Prop Tech SPACs to the lineup. Direct message me about a great discount if you are a veteran or retiree.

A person smiling for the camera Description automatically generated with medium confidence

Nothing to lose with our FREE 2-week trial.

This article was written by

Brad Thomas profile picture
Leader of iREIT on Alpha
The #1 Service For Safe and Reliable REIT Income

Brad Thomas is the CEO of Wide Moat Research ("WMR"), a subscription-based publisher of financial information, serving over 15,000 investors around the world. WMR has a team of experienced multi-disciplined analysts covering all dividend categories, including REITs, MLPs, BDCs, and traditional C-Corps.

The WMR brands include: (1) iREIT on Alpha (Seeking Alpha), and (2) The Dividend Kings (Seeking Alpha), and (3) Wide Moat Research. He is also the editor of The Forbes Real Estate Investor

Thomas has also been featured in Barron's, Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, CNN, Newsmax, and Fox. 

He is the #1 contributing analyst on Seeking Alpha in 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, and 2022 (based on page views) and has over 108,000 followers (on Seeking Alpha). Thomas is also the author of The Intelligent REIT Investor Guide (Wiley) and is writing a new book, REITs For Dummies. 

Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College and he is married with 5 wonderful kids. He has over 30 years of real estate investing experience and is one of the most prolific writers on Seeking Alpha. To learn more about Brad visit HERE.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: Author's Note: Brad Thomas is a Wall Street writer, which means he's not always right with his predictions or recommendations. Since that also applies to his grammar, please excuse any typos you may find. Also, this article is free: written and distributed only to assist in research while providing a forum for second-level thinking.

Recommended For You

Comments (25)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.