Prologis Report Hints at Logistics Real Estate Recovery

Prologis Report Hints at Logistics Real Estate Recovery

The Prologis IBI Index indicates a rebound in logistics real estate demand, with accelerated market activity in Q3. Net absorption, new lease signings, and proposal pipelines all outperformed the 2024 average. Customers are proactively addressing trade uncertainties and benefiting from increased utilization, creating favorable market conditions. Vacancy rates are expected to stabilize in the short term, and the construction pipeline is contracting. While the market recovery may not be linear, businesses should closely monitor the macroeconomic environment and adjust their strategies accordingly.

01/15/2026 Logistics Industry Insights
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Prologis Warns of Warehouse Shortage As Demand Soars

Prologis Warns of Warehouse Shortage As Demand Soars

Prologis CEO warns that soaring warehouse demand and community opposition could lead to a market 'sell-out'. E-commerce and supply chain reshaping are driving demand, while location concerns are exacerbating supply constraints. This combination of factors is creating a challenging environment for logistics real estate, with developers struggling to find suitable sites and facing increased pressure from local communities. The long-term implications of this trend could include higher rents and reduced availability of warehouse space.

01/19/2026 Logistics Industry Insights
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Prologis Report Signals Industrial Real Estate Market Recovery

Prologis Report Signals Industrial Real Estate Market Recovery

The Prologis IBI report indicates a gradual recovery of industrial real estate market activity to pre-pandemic levels, driven by e-commerce growth, supply chain diversification, and manufacturing reshoring. Technological innovation is also fueling industry development. While regional recovery varies, the overall trend is positive. The report highlights the resilience of the sector and its ability to adapt to evolving economic conditions, suggesting continued growth potential despite ongoing global uncertainties. This resurgence underscores the critical role of industrial spaces in supporting modern commerce and supply chains.

01/19/2026 Logistics Industry Insights
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Ecommerce Surge Drives Industrial Real Estate Demand Prologis

Ecommerce Surge Drives Industrial Real Estate Demand Prologis

Prologis reports that the surge in e-commerce is reshaping industrial real estate, particularly in warehousing and logistics. Structural shifts in consumer behavior are driving increased demand for industrial properties, manifesting as a greater need for warehouse space, higher requirements for logistics efficiency, and a demand for modern warehousing facilities. This trend will have a profound impact on the location, design, and management of industrial real estate. The growth of online retail continues to fuel the need for strategically located and technologically advanced distribution centers.

01/19/2026 Logistics Industry Insights
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Prologis Report Hints at Logistics Real Estate Shift

Prologis Report Hints at Logistics Real Estate Shift

The Prologis IBI Index indicates a rebound in logistics real estate demand, characterized by active leasing and increased utilization rates. While vacancy rates remain stable, future rental growth may accelerate. This suggests a strengthening market driven by renewed demand for logistics space, potentially leading to higher returns for investors. The index highlights the positive trends within the sector, pointing towards a more robust and competitive environment for logistics properties.

01/28/2026 Logistics Industry Insights
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Prologis Report Highlights Logistics Real Estate Demand Shift

Prologis Report Highlights Logistics Real Estate Demand Shift

Prologis reports a rebound in logistics real estate demand in Q3, with improved net absorption and other indicators. E-commerce and large enterprises are leading the way, resulting in increased utilization rates. Long-term demand is driven by e-commerce, supply chain optimization, and other factors. The report suggests a positive shift in the market after a period of uncertainty, indicating a potential turning point in demand for logistics properties.

01/28/2026 Logistics Industry Insights
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Prologis Advances AI Logistics and Energyefficient Supply Chains

Prologis Advances AI Logistics and Energyefficient Supply Chains

Prologis is discussing with the Ministry of the Interior the impact of energy and AI on supply chains. Energy security is crucial, and exploring options like solar power is essential. AI requires significant energy consumption, suggesting that factories should be located closer to energy production sites. This strategic shift could optimize energy usage and improve supply chain resilience in the face of evolving energy landscapes and increasing reliance on AI technologies. The discussion highlights the interconnectedness of energy, technology, and logistics real estate.

01/28/2026 Logistics Industry Insights
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Prologis Report Highlights Industrial Real Estate Stability Shift

Prologis Report Highlights Industrial Real Estate Stability Shift

The Prologis IBI index indicates a structural shift in the industrial real estate market. Developers are becoming more cautious, and companies are meticulously utilizing existing space. Leasing activity remains robust, suggesting a gradual improvement in demand. Overall, the market exhibits a 'steady progress' trend. Investors and businesses should closely monitor market dynamics and adapt their strategies accordingly to navigate this evolving landscape and capitalize on emerging opportunities.

01/30/2026 Logistics Industry Insights
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Prologis US Interior Secretary Push AI for Energysecure Supply Chains

Prologis US Interior Secretary Push AI for Energysecure Supply Chains

Prologis and the U.S. Secretary of the Interior discussed the future of supply chains, AI, and energy at the Groundbreakers event. Emphasizing the importance of energy security, Prologis is actively transforming into an infrastructure company, leveraging all energy sources. The National Energy Abundance Coalition is dedicated to accelerating the energy transition, addressing energy bottlenecks, and winning the AI race. Prologis views energy as a critical enabler and is exploring new opportunities for data center construction in population centers. They see energy as a key factor for future growth and innovation.

01/30/2026 Logistics Industry Insights
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Prologis Report Hints at Logistics Real Estate Demand Shift

Prologis Report Hints at Logistics Real Estate Demand Shift

The Prologis IBI indicator suggests a turning point for logistics real estate demand in Q3, with improvements in net absorption, new lease signings, and the project pipeline. Large enterprises and essential goods industries are driving growth, while a 'just enough' inventory strategy reflects companies' response to uncertainty. Vacancy rates are expected to remain stable in the short term, but the market may tighten in the long term, potentially accelerating rental growth.

01/07/2026 Logistics Industry Insights
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