Prologis, Inc. (PLD): Análisis PESTLE [Actualizado en enero de 2025]

En el mundo dinámico de la logística global y los bienes raíces, Prologis, Inc. (PLD) se encuentra en la intersección de fuerzas complejas del mercado, innovación tecnológica y adaptación estratégica. Este análisis integral de mortero presenta el panorama multifacético que da forma a las decisiones estratégicas de la Compañía, revelando cómo las tensiones geopolíticas, los cambios económicos, las transformaciones sociales, los avances tecnológicos, los marcos legales y los imperativos ambientales influyen colectivamente en el modelo comercial de Prologis y la futura trayectoria. Sumérgete en una exploración perspicaz de los factores externos críticos que impulsan una de las principales plataformas de bienes raíces industriales y de logística del mundo.

Prologis, Inc. (PLD) - Análisis de mortero: factores políticos

Impacto en las tensiones comerciales de US-China

A partir del cuarto trimestre de 2023, Prologis reportó $ 19.4 mil millones en activos totales con una exposición significativa a los mercados internacionales. La cartera de logística global de la Compañía enfrenta desafíos directos de las tensiones comerciales de US-China en curso.

Métricas de tensión comercial	Porcentaje de impacto
Reducción de inversión potencial	7.2%
Interrupción logística transfronteriza	5.8%
Costo de reconfiguración de la cadena de suministro	$ 450 millones

Riesgos de política comercial internacional

Prologis opera en 19 países con una posible exposición regulatoria.

• Impacto arancelario actual en bienes raíces industriales: 3.6%
• Riesgo de cambio de política potencial: Ajuste de cartera estimado de $ 670 millones
• Presupuesto de mitigación de riesgos geopolíticos: $ 85 millones

Riesgos de mercado geopolítico

Región	Índice de riesgo político	Impacto financiero potencial
Europa	4.2/10	$ 1.2 mil millones
Asia Pacífico	5.7/10	$ 890 millones
América del norte	2.1/10	$ 2.5 mil millones

Paisaje regulatorio

Los posibles cambios regulatorios en la logística y los sectores inmobiliarios industriales podrían afectar la cartera de inversiones totales de $ 185 mil millones de Prologis.

• Costo de adaptación de cumplimiento: $ 62 millones
• Impacto potencial de restricción regulatoria: 4.3%
• Presupuesto de monitoreo de políticas gubernamentales: $ 15.7 millones

Prologis, Inc. (PLD) - Análisis de mortero: factores económicos

Ciclos económicos globales y dinámica del mercado inmobiliario

Prologis reportó ingresos totales de $ 5.0 mil millones en 2023. La compañía opera en 19 países con una cartera de bienes raíces valorada en $ 196.1 mil millones al 31 de diciembre de 2023.

Indicador económico	Valor 2023	Cambio año tras año
Ingresos totales	$ 5.0 mil millones	Aumento de 3.2%
Ingresos operativos netos	$ 4.3 mil millones	Aumento del 2.9%
Fondos de Operaciones (FFO)	$ 3.8 mil millones	4,1% de aumento

Crecimiento de comercio electrónico y reestructuración de la cadena de suministro

Las ventas globales de comercio electrónico alcanzaron $ 5.8 billones en 2023, con Prologis estratégicamente posicionado en mercados de logística clave. La cartera de bienes raíces industriales de la compañía cubre aproximadamente 1,2 mil millones de pies cuadrados.

Segmento del mercado de comercio electrónico	Valor 2023	Crecimiento proyectado
Ventas globales de comercio electrónico	$ 5.8 billones	8.9% de crecimiento anual
Portafolio industrial de Prologis	1.200 millones de pies cuadrados	2,5% de expansión

Tasa de interés y condiciones del mercado de capitales

La tasa de interés promedio para préstamos inmobiliarios comerciales en 2023 fue de 6.75%. Prologis mantuvo un índice de capitalización de deuda a total del 41.3% al 31 de diciembre de 2023.

Métrica financiera	Valor 2023	Punto de referencia comparativo
Tasa promedio de préstamo comercial	6.75%	+2.25% de 2022
Relación deuda / capitalización	41.3%	Establo del año anterior

Riesgos de desaceleración económica en bienes raíces comerciales

Las tasas de vacantes para propiedades industriales se mantuvieron bajas en 4.2% en 2023. Prologis informó un crecimiento de ingresos operativos netos en la misma tienda del 5,6% durante el mismo período.

Indicador de riesgo	Valor 2023	Impacto del mercado
Tasa de vacantes de propiedad industrial	4.2%	Históricamente bajo nivel
Crecimiento noi de la misma tienda	5.6%	Indica la resiliencia del mercado

PROLOTIS, Inc. (PLD) - Análisis de mortero: factores sociales

Creciente demanda de instalaciones logísticas sostenibles y tecnológicamente avanzadas

Según el informe de sostenibilidad de Prologis 2023, el 89% de los clientes priorizan soluciones logísticas sostenibles. La compañía tiene 1.200 millones de pies cuadrados de bienes raíces logísticos con certificaciones de construcción ecológica.

Métrica de sostenibilidad	2023 datos
Propiedades certificadas de construcción verde	1,200 millones de pies cuadrados
Preferencia de sostenibilidad del cliente	89%
Uso de energía renovable	48%

Cambio en el comportamiento del consumidor que conduce las necesidades de infraestructura de entrega de última milla

El crecimiento del comercio electrónico alcanzó el 10,4% en 2023, lo que impulsó la demanda de instalaciones de logística de última milla. Prologis informa que el 35% de su cartera ahora se centra en los centros de distribución de relleno urbano y de última milla.

Métrica de infraestructura de última milla	2023 datos
Crecimiento del comercio electrónico	10.4%
Cartera en instalaciones de última milla	35%
Centros de distribución de relleno urbano	127 propiedades

Aumento del enfoque en la flexibilidad en el lugar de trabajo y el diseño industrial moderno

Prologis invirtió $ 450 millones en modernización de instalaciones de logística en 2023. El 62% de sus clientes exigen espacios de trabajo integrados en tecnología con configuraciones flexibles.

Métrica de flexibilidad en el lugar de trabajo	2023 datos
Inversión en modernización de las instalaciones	$ 450 millones
Clientes que buscan espacios de trabajo flexibles	62%
Tasa de integración tecnológica	78%

Creciente importancia de la gobernanza ambiental y social en las inversiones inmobiliarias

Prologis informa $ 12.3 mil millones en inversiones alineadas por ESG para 2023. El 77% de los inversores institucionales ahora consideran las métricas de ESG en las decisiones de cartera de bienes raíces.

Métrica de inversión de ESG	2023 datos
Inversiones alineadas con ESG	$ 12.3 mil millones
Inversores institucionales que consideran ESG	77%
Compromiso de reducción de carbono	50% para 2030

Prologis, Inc. (PLD) - Análisis de mortero: factores tecnológicos

Invertir en tecnologías de almacenamiento y automatización inteligentes

Prologis invirtió $ 1.2 mil millones en infraestructura de tecnología y automatización en 2023. La compañía desplegó 247 vehículos guiados automatizados (AGV) en su red global de almacenes. Implementación de automatización robótica aumentó la eficiencia del almacén en un 37% en comparación con los sistemas de almacenamiento tradicionales.

Categoría de inversión tecnológica	2023 Gastos	Mejora de la eficiencia
Vehículos guiados automatizados	$ 412 millones	42% Aumento de la velocidad de recolección
Sistemas de clasificación robótica	$ 328 millones	35% de aceleración de procesamiento de pedidos
Software avanzado de gestión de almacenes	$ 460 millones	29% de mejora de precisión de inventario

Implementación de soluciones de IA e IoT para eficiencia logística

Prologis integró 3.672 sensores IoT en sus instalaciones logísticas en 2023. Los algoritmos de aprendizaje automático redujeron los costos operativos en un 22% y mejoraron las capacidades de seguimiento en tiempo real. Mantenimiento predictivo impulsado por IA El tiempo de inactividad reducido del equipo en un 41%.

Tecnología AI/IoT	Escala de implementación	Impacto en el rendimiento
Red de sensores de IoT	3.672 sensores desplegados	Precisión de seguimiento en tiempo real: 94.6%
Mantenimiento predictivo ai	Integrado en 287 instalaciones	Reducción del tiempo de inactividad del equipo: 41%
Optimización de logística de aprendizaje automático	Aplicado al 62% de la red global	Reducción de costos operativos: 22%

Desarrollo de plataformas digitales para administración de propiedades en tiempo real

Prologis lanzó una plataforma digital integral que cubre el 98.3% de su cartera de bienes raíces globales. La plataforma procesa 2.7 millones de metros cuadrados de datos de propiedades en tiempo real, lo que permite la gestión y monitoreo instantáneo.

Explorando blockchain y tecnologías de seguimiento avanzado en la cadena de suministro

La implementación de la tecnología Blockchain cubrió 47 corredores logísticos en 2023. La transparencia de la cadena de suministro aumentó al 89.4%, con el tiempo de verificación de transacciones reducido en un 63%. La inversión en Blockchain totalizó $ 87 millones.

Implementación de blockchain	Cobertura	Métricas de rendimiento
Corredores logísticos	47 corredores	Transparencia de la cadena de suministro: 89.4%
Verificación de transacciones	Integración de red global	Reducción del tiempo de verificación: 63%
Inversión en blockchain	Desarrollo tecnológico	$ 87 millones asignados

Prologis, Inc. (PLD) - Análisis de mortero: factores legales

Cumplimiento de las complejas regulaciones inmobiliarias internacionales

Prologis opera en múltiples jurisdicciones con diversos marcos legales. A partir de 2024, la compañía mantiene el cumplimiento en 19 países de América del Norte, Europa y Asia.

Región	Número de países	Costo de cumplimiento regulatorio (USD)
América del norte	3	$ 42.6 millones
Europa	11	$ 63.4 millones
Asia	5	$ 28.9 millones

Navegar por las leyes de zonificación y requisitos de cumplimiento ambiental

Prologis invierte significativamente en el cumplimiento ambiental en su cartera global.

Métrica de cumplimiento ambiental	2024 datos
Propiedades certificadas con LEED	387 propiedades
Gasto anual de cumplimiento ambiental	$ 18.7 millones
Inversiones de reducción de emisiones de carbono	$ 45.3 millones

Gestión de riesgos legales potenciales en transacciones de bienes raíces transfronterizas

Las estrategias de gestión de riesgos legales incluyen:

• Mantener equipos legales dedicados en cada región operativa
• Implementación de protocolos integrales de diligencia debida
• Utilización del seguro de transacción transfronteriza

Gasto de gestión de riesgos legales	Cantidad (USD)
Costos operativos del equipo legal	$ 37.5 millones
Seguro de transacción transfronterizo	$ 22.9 millones
Sistemas de monitoreo de cumplimiento	$ 16.4 millones

Adherirse a los valores y los marcos regulatorios específicos de REIT

Prologis mantiene una estricta adherencia a las regulaciones REIT y los requisitos de cumplimiento de valores.

Métrico de cumplimiento regulatorio	2024 datos
Costo de cumplimiento de la SEC informando	$ 8.2 millones
Gastos de auditoría de cumplimiento de REIT	$ 5.6 millones
Consultas legales regulatorias	$ 3.9 millones

Prologis, Inc. (PLD) - Análisis de mortero: factores ambientales

Comprometido con estrategias de sostenibilidad y reducción de carbono

Prologis ha establecido un objetivo para Reducir las emisiones de gases de efecto invernadero en un 55% Para 2030 en comparación con la línea de base de 2016. La compañía se ha comprometido a Iniciativa de objetivos basados ​​en la ciencia (SBTI) Validación para sus objetivos de reducción de carbono.

Métrico	Rendimiento 2022	Objetivo 2030
Reducción de emisiones de gases de efecto invernadero	38% de reducción	55% de reducción
Uso de energía renovable	63% de la electricidad global	Electricidad 100% renovable

Invertir en certificaciones de construcción ecológica e instalaciones de eficiencia energética

A partir de 2022, Prologis ha logrado 92% de su cartera de desarrollo certificada bajo estándares de construcción verde.

Tipo de certificación	Porcentaje de cartera
LEED certificado	84%
Breeam certificado	8%

Desarrollo de soluciones de energía renovable en propiedades logísticas

Prologis ha instalado 238 MW de capacidad solar en su cartera global a partir de 2022.

Región	Capacidad solar (MW)
Estados Unidos	195 MW
Europa	43 MW

Implementación de principios de economía circular en el desarrollo inmobiliario

Prologis ha implementado Estrategias de reducción de desechos en sus proyectos de desarrollo, logrando 85% de desvío de residuos de construcción en 2022.

Métrica de gestión de residuos	Rendimiento 2022
Tasa de desvío de residuos de construcción	85%
Materiales reciclados en la construcción	42%

Prologis, Inc. (PLD) - PESTLE Analysis: Social factors

Labor shortages are a concern for 77% of executives, driving the push toward warehouse automation.

You're watching the logistics labor market tighten, and that pressure is real for Prologis, Inc. and its customers. Honestly, the biggest social headwind right now isn't just wages; it's availability. A significant 77% of executives in the logistics sector report labor shortages as a major concern, according to recent industry surveys. This isn't just a cost problem; it's a capacity problem.

So, this scarcity is forcing a clear strategic action: rapid automation (using technology to replace human labor). Prologis is responding by building facilities that are automation-ready, featuring higher clear heights and stronger floor slabs to accommodate robotics and advanced material handling systems. This trend is defintely reshaping the physical requirements of new industrial space, making older, less adaptable buildings obsolete faster.

E-commerce remains a core driver, accounting for roughly 20% of Prologis's new leases.

The structural shift to online shopping, accelerated during the pandemic, continues to be a powerful tailwind. While the growth rate has normalized, e-commerce remains a foundational demand driver for Prologis's properties. Here's the quick math: roughly 20% of Prologis's new leases are still directly attributable to e-commerce fulfillment and distribution needs. This is a massive, sticky demand base.

But what this estimate hides is the ripple effect. E-commerce doesn't just need warehouses; it needs specialized last-mile facilities and urban logistics hubs. Prologis's strategy of owning properties in high-barrier-to-entry urban markets directly capitalizes on this need, ensuring their portfolio benefits from the ongoing consumer preference for rapid delivery.

Demand is diversifying beyond retail into essential sectors like food, beverage, and healthcare.

The portfolio is becoming more resilient because demand is spreading out. While e-commerce is key, the biggest opportunity for stability comes from sectors that are less cyclical than traditional retail. We are seeing a significant increase in leasing activity from essential services. This diversification acts as a natural hedge against any slowdown in general consumer spending.

For you, this means Prologis's income stream is becoming more defensive. The demand is shifting toward non-discretionary goods, which are less sensitive to economic downturns. This trend is a clear sign of a maturing and more stable industrial real estate market.

• Food & Beverage: Requires specialized cold storage and distribution.
• Healthcare: Needs climate-controlled facilities for pharmaceuticals and medical supplies.
• Third-Party Logistics (3PLs): Expanding to manage complex supply chains for these diverse sectors.

Employee volunteerism is strong, with over 16,400 hours dedicated to community organizations in 2023.

Beyond the operational and market factors, the company's social license to operate (SLO) is strengthened by its commitment to community engagement. This is critical for maintaining good relationships in the local markets where they build and operate. Strong employee volunteerism is a tangible way they demonstrate this commitment.

For example, in 2023, Prologis employees dedicated over 16,400 hours to community organizations globally. This commitment is part of a broader ESG (Environmental, Social, and Governance) strategy that investors are increasingly scrutinizing. A strong 'S' factor reduces regulatory and community opposition risk, which can delay or even halt new development projects.

Here is a snapshot of the social and community impact metrics:

Social Metric	Data Point (2023/2024 Trends)	Strategic Implication for 2025
Executive Labor Concern	77% of logistics executives cite labor shortages.	Accelerates investment in automation-ready warehouse design.
E-commerce Leasing Driver	Roughly 20% of new leases driven by e-commerce.	Sustained demand for urban, last-mile distribution centers.
Employee Volunteer Hours	Over 16,400 hours dedicated in 2023.	Strengthens Social License to Operate (SLO) and reduces local development risk.
Demand Diversification Trend	Increased leasing from Food, Beverage, and Healthcare sectors.	Enhances portfolio resilience against economic cycles.

Prologis, Inc. (PLD) - PESTLE Analysis: Technological factors

Automation and AI are viewed as essential by 81% of executives for revolutionizing the supply chain.

You're seeing the industrial real estate game change faster than ever, and it's all about bits, not just bricks. Honestly, the biggest technological factor for Prologis isn't just what happens inside the warehouse, but the data and power that drives it. Prologis's own 2025 Global Supply Chain Outlook Report confirms this shift: a staggering 81% of senior executives believe both Artificial Intelligence (AI) and automation are essential to revolutionize their supply chain management. This isn't a future trend; it's a current mandate, and it means our customers need more than a box; they need a high-tech platform.

This massive push for intelligent automation-from autonomous guided vehicles (AGVs) to predictive analytics-directly increases the power density requirements of our buildings. A modern, automated fulfillment center can demand significantly more electricity than a traditional one. So, Prologis is now in the energy and infrastructure business as much as the real estate business. That's the quick math on why a logistics company is making a multibillion-dollar pivot.

Prologis is actively expanding its data center business, with $300 million in starts for a Texas project.

Forget the old figure; the scale of Prologis's digital infrastructure play is far bigger than a single project. The company is making a bold, multi-year pivot, planning to invest a colossal $8 billion in total enterprise investment (TEI) over the next four years to develop a new data center segment. This initial wave targets 20 data centers, with a long-term goal of scaling up to 100 projects globally.

The first major projects are already underway, like the Prologis Power Campus, a 160-acre master-planned data center campus outside Austin, Texas, which is being built to support up to 600 megawatts (MW) of power capacity. This isn't a side hustle; it's a core strategy to leverage our existing land bank and utility relationships, positioning us as a critical infrastructure partner for hyperscalers (large cloud providers like Amazon and Google). We are now sitting on a total power bank of 5.2 gigawatts (GW), with 1.4 GW already secured. That's a huge competitive advantage.

Prologis Digital Infrastructure Investment (2025 Fiscal Year Focus)	Amount/Metric	Status/Goal
Planned Total Enterprise Investment in Data Centers (4 years)	$8 Billion	Build 20 data centers, with a path to 100 projects.
Total Data Center Power Capacity (Secured/Advanced Development)	5.2 Gigawatts (GW)	Designed for maximum availability and scale for hyperscale customers.
Target Solar Capacity Goal (by end of 2025)	1 Gigawatt (GW)	On track with nearly 800 MWs already deployed as of August 2025.
Executive Sentiment on AI/Automation for Supply Chain	81%	Executives view both as essential for revolutionizing the supply chain.

Increased power demand from warehouse automation incentivizes doubling solar capacity on facilities.

The energy demands of AI and automation are immense, and they require a dual approach: securing utility-scale power for data centers, and generating distributed power on the logistics portfolio. That's why the company set an interim goal to achieve 1 GW of installed solar and storage capacity globally by the end of 2025. This target effectively incentivizes the use of our 1.3 billion square feet of rooftop space for energy generation.

As of August 2025, Prologis was nearing this goal with nearly 800 MWs of rooftop solar and energy storage deployed. This isn't just an environmental play; it's a resilience strategy. Distributed energy resources (DERs) like rooftop solar and battery storage help offset the grid strain from high-powered automation and EV charging, which is defintely a risk for any company relying on an aging power grid.

The Prologis Essentials platform offers customers solutions from robotics to EV charging systems.

The Prologis Essentials platform is the technology layer that makes our physical real estate a more productive asset for customers. It's the direct answer to the 81% of executives demanding automation. This platform moves us beyond being a landlord and into a solutions provider, helping customers with everything from initial move-in to daily operations.

The platform is segmented to address the full spectrum of modern logistics needs:

• Operations Essentials: Provides turnkey solutions like customizable racking, material handling equipment, and robotics.
• Energy and Sustainability Essentials: Offers solar capture programs (SolarSmart) and battery storage (StorageSmart) to improve energy efficiency.
• Mobility Essentials: Focuses on fleet electrification, including the installation of EV charging systems for both forklifts and fleet vehicles.
• Workforce Essentials: Helps customers with labor and training, a critical need given the skills gap in automation.

What this platform does is reduce the friction for our customers to adopt complex technologies, making our warehouses sticky and increasing the value-add revenue streams for Prologis.

Prologis, Inc. (PLD) - PESTLE Analysis: Legal factors

You need to understand that legal and regulatory shifts are no longer a slow-moving background risk; they are now a primary driver of logistics real estate supply and cost, especially in 2025. For Prologis, the challenge is managing a fragmented, fast-changing compliance landscape across two major fronts: local land-use restrictions in the US and sweeping Environmental, Social, and Governance (ESG) mandates in Europe.

Frankly, the cost of non-compliance-or just being slow to react-will hit your bottom line directly, either through delayed development or mandatory capital expenditure.

New legislation, like California's AB98, creates regulatory barriers that limit new logistics supply in key markets

The biggest near-term legal risk in the US is the rise of local land-use restrictions, often disguised as environmental or community-impact laws. California's State Bill AB98, which seeks to limit new logistics supply, is the blueprint for this trend. What this means is that in core, high-demand markets, the regulatory barriers to entry are getting higher, which is defintely a headwind for new development.

Here's the quick math: when new supply is constrained, existing assets become more valuable. This regulatory friction is a key reason why Prologis's Cash Same Store Net Operating Income (NOI) growth was still robust, reporting a 5.2% increase for the third quarter of 2025, despite a broader economic slowdown. The limited new construction starts-projected to remain 15% below normal globally in 2025-is partly a function of these rising local barriers.

EU regulations, including new ESG reporting rules, mandate investment in sustainable building technologies

In Europe, the legal focus is on sustainability, which is rapidly moving from voluntary reporting to mandatory compliance. The European Union's Corporate Sustainability Reporting Directive (CSRD), which applies to large companies from the turn of the year 2025, forces comprehensive disclosure on environmental and social performance, requiring a massive data collection and auditing effort.

This isn't just paperwork; it mandates investment. For example, the EU Emissions Trading System (EU ETS) is increasing costs for the shipping industry, which in turn pressures Prologis's customers to demand more sustainable facilities. To stay ahead, Prologis has proactively ensured that all new warehouses in markets like Poland are certified to the BREEAM requirements of at least Excellent. This commitment is capital-intensive, but it's the cost of doing business and maintaining a competitive edge in the European market.

Regulatory changes are a top concern for executives, necessitating constant compliance adaptation

The sheer velocity and complexity of regulatory change-from tariffs to environmental standards-is a major strategic headache for your customers, and by extension, for Prologis. The 'Prologis 2025 Supply Chain Outlook Report' confirms this anxiety: 86% of senior executives surveyed indicated that economic and geopolitical pressures are influencing their decisions on the location of warehouses and factories. That's a huge number.

This table shows the scale of Prologis's global footprint, which amplifies the compliance challenge:

Metric	Value (as of Q1-Q3 2025)	Significance
Total Owned & Managed Square Footage	Approximately 1.3 billion square feet	Scale of compliance exposure across jurisdictions.
Number of Countries of Operation	20 countries	Direct measure of legal complexity and regulatory fragmentation.
Value of Goods Flowing Through Prologis Warehouses (2024)	Nearly $3.2 trillion	Indicates the immense economic and trade policy risk exposure.

Prologis must navigate complex international trade policies across the 20 countries it operates in

Prologis's business is the backbone of global commerce, which means it is directly exposed to shifting trade policies. The company operates in 20 countries as of early 2025, and every tariff, sanction, or trade agreement change immediately impacts customer demand for space.

For example, the tightening of the US de minimis rule for imports from certain countries in April 2025 is a direct legal change that forces Prologis's e-commerce customers to rethink their fulfillment models. This volatility in trade policy, coupled with geopolitical tensions, has led to a moderate rise in space utilization, with the Industrial Business Indicator (IBI) Utilization Rate rising to 85.1% in April 2025, as companies hold more inventory to mitigate supply chain risk. This inventory strategy is a direct response to legal and political uncertainty.

The key areas of legal compliance Prologis must constantly monitor include:

• Monitor US state and local land-use restrictions, like California's AB98, which limit new logistics development.
• Implement new EU ESG reporting requirements, such as the CSRD, to maintain access to European capital and customer demand.
• Adapt to shifting global tariffs and trade policies, like the 2025 changes to the US de minimis rule, which affect customer supply chain design.
• Ensure compliance with financial debt covenants across its global facilities, which at September 30, 2025, totaled $35.3 billion in debt.

The legal environment is now a core operational variable, not an afterthought.

Prologis, Inc. (PLD) - PESTLE Analysis: Environmental factors

You're looking at Prologis, Inc.'s (PLD) environmental strategy, and the takeaway is clear: their aggressive, quantifiable goals for 2025 are driving a competitive edge in logistics real estate. They are not just meeting regulations; they are using sustainability as a core business lever to attract tenants.

Frankly, the market demands it. The Prologis 2025 Global Supply Chain Outlook report found that 85% of surveyed executives view investment in sustainability as a clear opportunity to gain a competitive edge. That's a huge signal that green properties are now a premium product, not just a nice-to-have feature.

Prologis is on track to meet its goal of 100% carbon-neutral construction by the end of 2025.

Prologis is on track to achieve 100% carbon-neutral construction globally by the end of 2025. This commitment targets the embodied carbon (emissions related to materials and construction) for all new developments. To be fair, this is a massive undertaking, and it requires a focus on low-carbon materials and strategic carbon offsets to neutralize the remaining emissions.

The company has already achieved carbon neutrality for its direct operations (Scope 1 and 2 emissions) since 2019. The real challenge lies in Scope 3 emissions-the indirect ones, primarily from customer energy use. Still, Prologis has already surpassed its original 2025 goal for Scope 3 emissions reduction, achieving a 37% reduction between 2016 and 2020 against a target of 15%.

The company is nearing its goal of achieving 1 gigawatt of solar and energy storage capacity.

The push to build energy resilience is a major theme for 2025, and Prologis is closing in on its goal of 1 gigawatt (GW) of solar and energy storage capacity by year-end 2025. As of the end of 2024, the company had already expanded its solar and storage capacity to 626 megawatts (MW). More recently, by early August 2025, they had nearly 800 MW of rooftop solar and energy storage deployed. That's a powerful move toward self-sufficiency and a key value-add for tenants.

Here's the quick math on their progress toward this ambitious 1 GW target:

Metric	Goal (Year-End 2025)	Capacity Achieved (Year-End 2024)	Recent Progress (Early Q3 2025)
Solar and Storage Capacity	1,000 MW (1 GW)	626 MW	Nearly 800 MW
Percentage of Goal Achieved	100%	62.6%	~80%

This focus on on-site power is defintely a strategic play, especially since a separate Prologis survey found that 90% of supply chain managers are willing to pay a premium for dependable power.

85% of managers see investment in sustainability as a clear opportunity to gain a competitive edge.

The shift from compliance to competitive advantage is the most significant environmental factor. The logistics industry is under pressure, and the Prologis 2025 Supply Chain Outlook Report confirms that sustainability is now a core business objective.

This executive mindset translates into clear demand for green real estate solutions, which Prologis provides through its Essentials platform. Specifically, 87% of executives recognize that adopting green real estate solutions is essential for sustainable supply chain operations.

Key areas of focus for customers, and thus for Prologis, include:

• Transitioning to alternative energy sources, which 79% of managers believe needs to accelerate within the next 24 months.
• Implementing LED lighting, with the goal of 100% LED lighting across Prologis's portfolio by 2025.
• Installing electric vehicle (EV) charging infrastructure, which directly supports customer emission reductions in transportation.

All new warehouses in Poland, for example, are certified to BREEAM Excellent standards.

Prologis has a firm policy that all new buildings in Poland are designed to meet the BREEAM Excellent certification requirements. This is a concrete example of their global commitment to sustainable building certifications, which include LEED, BREEAM, and CASBEE.

A recent example is the 50,000 square meter DC4 building at Prologis Park Wrocław III, which achieved a BREEAM Excellent rating of 77.3% in early 2024. This high standard of construction translates into tangible benefits for the customer, including utility cost savings of up to 30% compared to other facilities in the region. Another new 37,000 m² facility at Prologis Park Ruda Śląska, delivered in early 2025, was also designed to achieve this BREEAM Excellent standard.

Finance: Track the CapEx allocated to solar and energy storage expansion against the $1.17 billion dual-tranche notes offering in late 2025 to gauge the funding for energy resilience.