Prologis, Inc. (PLD): Analyse du Pestle [Jan-2025 MISE À JOUR]

Dans le monde dynamique de la logistique mondiale et de l'immobilier, Prologis, Inc. (PLD) se tient à l'intersection des forces du marché complexes, de l'innovation technologique et de l'adaptation stratégique. Cette analyse complète du pilon dévoile le paysage à multiples facettes qui façonne les décisions stratégiques de l'entreprise, révélant comment les tensions géopolitiques, les changements économiques, les transformations sociétales, les progrès technologiques, les cadres juridiques et les impératifs environnementaux influencent collectivement le modèle commercial de Prologis et la trajectoire future. Plongez dans une exploration perspicace des facteurs externes critiques à l'origine de l'une des principales plateformes immobilières industrielles et logistiques au monde.

Prologis, Inc. (PLD) - Analyse du pilon: facteurs politiques

Impact des tensions commerciales américaines et chinoises

Au quatrième trimestre 2023, Prologis a déclaré 19,4 milliards de dollars d'actifs totaux avec une exposition significative aux marchés internationaux. Le portefeuille logistique mondial de l'entreprise est confronté à des défis directs des tensions commerciales en cours américano-chinoises.

Trade les mesures de tension	Pourcentage d'impact
Réduction potentielle des investissements	7.2%
Perturbation logistique transfrontalière	5.8%
Coût de reconfiguration de la chaîne d'approvisionnement	450 millions de dollars

Risques de politique commerciale internationale

Prologis opère dans 19 pays avec une exposition réglementaire potentielle.

• Impact tarifaire actuel sur l'immobilier industriel: 3,6%
• Risque de changement de politique potentiel: ajustement estimé de 670 millions de dollars
• Budget d'atténuation des risques géopolitiques: 85 millions de dollars

Risques du marché géopolitique

Région	Indice des risques politiques	Impact financier potentiel
Europe	4.2/10	1,2 milliard de dollars
Asie-Pacifique	5.7/10	890 millions de dollars
Amérique du Nord	2.1/10	2,5 milliards de dollars

Paysage réglementaire

Les changements réglementaires potentiels dans les secteurs de la logistique et de l'immobilier industriel pourraient avoir un impact sur le portefeuille total d'investissement de Prologis de 185 milliards de dollars.

• Coût d'adaptation de la conformité: 62 millions de dollars
• Impact potentiel de restriction réglementaire: 4,3%
• Budget de surveillance des politiques gouvernementales: 15,7 millions de dollars

Prologis, Inc. (PLD) - Analyse du pilon: facteurs économiques

Cycles économiques mondiaux et dynamique du marché immobilier

Prologis a déclaré des revenus totaux de 5,0 milliards de dollars en 2023. La société opère dans 19 pays avec un portefeuille immobilier d'une valeur de 196,1 milliards de dollars au 31 décembre 2023.

Indicateur économique	Valeur 2023	Changement d'une année à l'autre
Revenus totaux	5,0 milliards de dollars	Augmentation de 3,2%
Bénéfice d'exploitation net	4,3 milliards de dollars	Augmentation de 2,9%
Fonds des opérations (FFO)	3,8 milliards de dollars	Augmentation de 4,1%

Croissance du commerce électronique et restructuration de la chaîne d'approvisionnement

Les ventes mondiales de commerce électronique ont atteint 5,8 billions de dollars en 2023, Prologis positionné sur les principaux marchés de la logistique. Le portefeuille immobilier industriel de la société couvre environ 1,2 milliard de pieds carrés.

Segment du marché du commerce électronique	Valeur 2023	Croissance projetée
Ventes mondiales de commerce électronique	5,8 billions de dollars	8,9% de croissance annuelle
Portfolio industriel de Prologis	1,2 milliard de pieds carrés	Expansion de 2,5%

Taux d'intérêt et conditions du marché des capitaux

Le taux d'intérêt moyen des prêts immobiliers commerciaux en 2023 était de 6,75%. Prologis a maintenu un ratio de capitalisation de la dette / total de 41,3% au 31 décembre 2023.

Métrique financière	Valeur 2023	Référence comparative
Taux de prêt commercial moyen	6.75%	+ 2,25% à partir de 2022
Ratio dette / capitalisation	41.3%	Écurie de l'année précédente

Risques de ralentissement économique dans l'immobilier commercial

Les taux d'inoccupation des propriétés industriels sont restés faibles à 4,2% en 2023. Prologis a déclaré une croissance nette du revenu d'exploitation à magasins comparables de 5,6% au cours de la même période.

Indicateur de risque	Valeur 2023	Impact du marché
Taux d'inoccupation de la propriété industrielle	4.2%	Niveau historiquement bas
Croissance NOI à magasins comparables	5.6%	Indique la résilience du marché

Prologis, Inc. (PLD) - Analyse du pilon: facteurs sociaux

Demande croissante d'installations logistiques durables et technologiquement avancées

Selon le rapport 2023 Prologis Sustainability, 89% des clients priorisent les solutions logistiques durables. La société possède 1,2 milliard de pieds carrés d'immobilier logistique avec des certifications de construction vertes.

Métrique de la durabilité	2023 données
Propriétés certifiées du bâtiment vert	1 200 millions de pieds carrés
Préférence de durabilité du client	89%
Consommation d'énergie renouvelable	48%

Changement du comportement des consommateurs conduisant les besoins d'infrastructure de livraison de dernier mile

La croissance du commerce électronique a atteint 10,4% en 2023, ce qui stimule la demande pour les installations logistiques du dernier mile. Prologis rapporte que 35% de leur portefeuille se concentre désormais sur les centres de distribution urbains et de dernier mile.

Métrique d'infrastructure de dernier mile	2023 données
Croissance du commerce électronique	10.4%
Portfolio dans les installations de dernier mile	35%
Centres de distribution de remplissage urbain	127 propriétés

Accent croissant sur la flexibilité du lieu de travail et le design industriel moderne

Prologis a investi 450 millions de dollars dans la modernisation des installations logistiques en 2023. 62% de leurs clients exigent des espaces de travail intégrés à la technologie avec des configurations flexibles.

Métrique de flexibilité en milieu de travail	2023 données
Investissement dans la modernisation des installations	450 millions de dollars
Clients à la recherche d'espaces de travail flexibles	62%
Taux d'intégration technologique	78%

Importance croissante de la gouvernance environnementale et sociale dans les investissements immobiliers

Prologis rapporte 12,3 milliards de dollars d'investissements alignés par ESG pour 2023. 77% des investisseurs institutionnels considèrent désormais les mesures ESG dans les décisions du portefeuille immobilier.

Métrique d'investissement ESG	2023 données
Investissements alignés ESG	12,3 milliards de dollars
Les investisseurs institutionnels envisageant ESG	77%
Engagement de réduction du carbone	50% d'ici 2030

Prologis, Inc. (PLD) - Analyse du pilon: facteurs technologiques

Investir dans des technologies d'entreposage et d'automatisation intelligentes

Prologis a investi 1,2 milliard de dollars dans les infrastructures technologiques et d'automatisation en 2023. La société a déployé 247 véhicules guidés automatisés (AGV) dans son réseau d'entrepôt mondial. La mise en œuvre de l'automatisation robotique a augmenté l'efficacité des entrepôts de 37% par rapport aux systèmes de stockage traditionnels.

Catégorie d'investissement technologique	2023 dépenses	Amélioration de l'efficacité
Véhicules guidés automatisés	412 millions de dollars	Augmentation de la vitesse de cueillette de 42%
Systèmes de tri robotique	328 millions de dollars	35% d'accélération de traitement des commandes
Logiciel de gestion des entrepôts avancés	460 millions de dollars	29% d'amélioration de la précision des stocks

Implémentation de solutions AI et IoT pour l'efficacité logistique

Prologis a intégré 3 672 capteurs IoT dans ses installations logistiques en 2023. Les algorithmes d'apprentissage automatique ont réduit les coûts opérationnels de 22% et amélioré les capacités de suivi en temps réel. La maintenance prédictive dirigée par l'IA a réduit les temps d'arrêt de l'équipement de 41%.

Technologie AI / IoT	Échelle de mise en œuvre	Impact de la performance
Réseau de capteurs IoT	3 672 capteurs déployés	Précision de suivi en temps réel: 94,6%
AI de maintenance prédictive	Intégré dans 287 installations	Réduction des temps d'arrêt de l'équipement: 41%
Optimisation de la logistique d'apprentissage automatique	Appliqué à 62% du réseau mondial	Réduction des coûts opérationnels: 22%

Développement de plateformes numériques pour la gestion immobilière en temps réel

Prologis a lancé une plate-forme numérique complète couvrant 98,3% de son portefeuille immobilier mondial. La plate-forme traite 2,7 millions de mètres carrés de données de propriété en temps réel, permettant une gestion et une surveillance instantanées.

Explorer la blockchain et les technologies de suivi avancées dans la chaîne d'approvisionnement

La mise en œuvre de la technologie blockchain a couvert 47 couloirs logistiques en 2023. La transparence de la chaîne d'approvisionnement est passée à 89,4%, le temps de vérification des transactions réduit de 63%. L'investissement en blockchain a totalisé 87 millions de dollars.

Implémentation de la blockchain	Couverture	Métriques de performance
Couloirs logistiques	47 couloirs	Transparence de la chaîne d'approvisionnement: 89,4%
Vérification des transactions	Intégration mondiale du réseau	Réduction du temps de vérification: 63%
Investissement de blockchain	Développement technologique	87 millions de dollars alloués

Prologis, Inc. (PLD) - Analyse du pilon: facteurs juridiques

Conformité aux réglementations immobilières internationales complexes

Prologis opère dans plusieurs juridictions avec divers cadres juridiques. En 2024, la société maintient la conformité dans 19 pays en Amérique du Nord, en Europe et en Asie.

Région	Nombre de pays	Coût de conformité réglementaire (USD)
Amérique du Nord	3	42,6 millions de dollars
Europe	11	63,4 millions de dollars
Asie	5	28,9 millions de dollars

Navigation des lois de zonage et des exigences de conformité environnementale

Prologis investit considérablement dans la conformité environnementale à travers son portefeuille mondial.

Métrique de la conformité environnementale	2024 données
Propriétés certifiées LEED	387 propriétés
Dépenses annuelles de conformité environnementale	18,7 millions de dollars
Investissements de réduction des émissions de carbone	45,3 millions de dollars

Gérer les risques juridiques potentiels dans les transactions immobilières transfrontalières

Les stratégies de gestion des risques juridiques comprennent:

• Maintenir des équipes juridiques dédiées dans chaque région opérationnelle
• Mettre en œuvre des protocoles de diligence raisonnable complets
• Utilisation d'assurance transaction transfrontalière

Dépenses de gestion des risques juridiques	Montant (USD)
Frais opérationnels de l'équipe juridique	37,5 millions de dollars
Assurance transaction transfrontalière	22,9 millions de dollars
Systèmes de surveillance de la conformité	16,4 millions de dollars

Adhérer aux titres et à des cadres réglementaires spécifiques à la FPI

Prologis maintient une stricte adhésion aux réglementations du FPI et aux exigences de conformité en matière de titres.

Métrique de la conformité réglementaire	2024 données
Coût de conformité de rapport de la SEC	8,2 millions de dollars
Dépenses d'audit de la conformité REIT	5,6 millions de dollars
Consultations juridiques réglementaires	3,9 millions de dollars

Prologis, Inc. (PLD) - Analyse du pilon: facteurs environnementaux

Engagé dans les stratégies de durabilité et de réduction du carbone

Prologis a fixé un objectif pour réduire les émissions de gaz à effet de serre de 55% D'ici 2030, par rapport à la base de référence 2016. L'entreprise s'est engagée à Initiative des cibles de la science (SBTI) Validation pour ses objectifs de réduction du carbone.

Métrique	2022 Performance	Cible 2030
Réduction des émissions de gaz à effet de serre	Réduction de 38%	Réduction de 55%
Consommation d'énergie renouvelable	63% de l'électricité mondiale	100% d'électricité renouvelable

Investir dans des certifications de construction vertes et des installations économes en énergie

Depuis 2022, Prologis a atteint 92% de son portefeuille de développement certifié Selon les normes de construction vertes.

Type de certification	Pourcentage de portefeuille
Certifié LEED	84%
Certifié Breeam	8%

Développer des solutions d'énergie renouvelable dans les propriétés logistiques

Prologis a installé 238 MW de capacité solaire à travers son portefeuille mondial en 2022.

Région	Capacité solaire (MW)
États-Unis	195 MW
Europe	43 MW

Mise en œuvre des principes d'économie circulaire dans le développement immobilier

Prologis a mis en œuvre Stratégies de réduction des déchets dans ses projets de développement, réalisant 85% de diversion des déchets de construction en 2022.

Métrique de gestion des déchets	2022 Performance
Taux de détournement des déchets de construction	85%
Matériaux recyclés dans la construction	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.