Prologis, Inc. (PLD): Análise de Pestle [Jan-2025 Atualizada]

No mundo dinâmico da logística global e imóveis, a Prologis, Inc. (PLD) está na interseção de forças complexas do mercado, inovação tecnológica e adaptação estratégica. Essa análise abrangente de pilotes revela o cenário multifacetado que molda as decisões estratégicas da empresa, revelando como as tensões geopolíticas, mudanças econômicas, transformações sociais, avanços tecnológicos, estruturas legais e imperativos ambientais influenciam coletivamente o modelo de negócios e a trajetória futura de Prologis. Mergulhe em uma exploração perspicaz dos fatores externos críticos que impulsionam uma das principais plataformas de imóveis e logísticas industriais do mundo.

Prologis, Inc. (PLD) - Análise de Pestle: Fatores Políticos

Impacto de tensões comerciais dos EUA-China

A partir do quarto trimestre de 2023, a Prologis registrou US $ 19,4 bilhões em ativos totais com exposição significativa aos mercados internacionais. O portfólio de logística global da empresa enfrenta desafios diretos das tensões comerciais EUA-China.

Métricas de tensão comercial	Porcentagem de impacto
Redução potencial de investimento	7.2%
Interrupção logística transfronteiriça	5.8%
Custo de reconfiguração da cadeia de suprimentos	US $ 450 milhões

Riscos internacionais de política comercial

A Prologis opera em 19 países com potencial exposição regulatória.

• Impacto tarifário atual no setor imobiliário industrial: 3,6%
• Risco potencial de mudança de política: estimado US $ 670 milhões de ajuste de portfólio
• Orçamento de mitigação de risco geopolítico: US $ 85 milhões

Riscos de mercado geopolítico

Região	Índice de Risco Político	Impacto financeiro potencial
Europa	4.2/10	US $ 1,2 bilhão
Ásia -Pacífico	5.7/10	US $ 890 milhões
América do Norte	2.1/10	US $ 2,5 bilhões

Paisagem regulatória

Potenciais mudanças regulatórias nos setores de logística e imóveis industriais podem afetar o portfólio total de investimentos de US $ 185 bilhões da Prologis.

• Custo de adaptação de conformidade: US $ 62 milhões
• Impacto de restrição regulatória potencial: 4,3%
• Orçamento de monitoramento de políticas governamentais: US $ 15,7 milhões

Prologis, Inc. (PLD) - Análise de Pestle: Fatores Econômicos

Ciclos econômicos globais e dinâmica do mercado imobiliário

A Prologis registrou receitas totais de US $ 5,0 bilhões em 2023. A Companhia opera em 19 países com um portfólio imobiliário avaliado em US $ 196,1 bilhões em 31 de dezembro de 2023.

Indicador econômico	2023 valor	Mudança de ano a ano
Receita total	US $ 5,0 bilhões	Aumento de 3,2%
Receita operacional líquida	US $ 4,3 bilhões	Aumento de 2,9%
Fundos das operações (FFO)	US $ 3,8 bilhões	Aumento de 4,1%

Crescimento do comércio eletrônico e reestruturação da cadeia de suprimentos

As vendas globais de comércio eletrônico atingiram US $ 5,8 trilhões em 2023, com a Prologis posicionada estrategicamente nos principais mercados de logística. O portfólio imobiliário industrial da empresa cobre aproximadamente 1,2 bilhão de pés quadrados.

Segmento de mercado de comércio eletrônico	2023 valor	Crescimento projetado
Vendas globais de comércio eletrônico	US $ 5,8 trilhões	8,9% de crescimento anual
Portfólio Industrial de Prologis	1,2 bilhão de pés quadrados	2,5% de expansão

Taxa de juros e condições do mercado de capitais

A taxa de juros média para empréstimos imobiliários comerciais em 2023 foi de 6,75%. A Prologis manteve um índice de capitalização dívida-total de 41,3% em 31 de dezembro de 2023.

Métrica financeira	2023 valor	Benchmark comparativo
Taxa média de empréstimo comercial	6.75%	+2,25% de 2022
Taxa de dívida / capitalização	41.3%	Estável do ano anterior

Riscos de desaceleração econômica em imóveis comerciais

As taxas de vacância para propriedades industriais permaneceram baixas em 4,2% em 2023. A Prologis relatou um crescimento líquido de renda operacional na mesma loja de 5,6% durante o mesmo período.

Indicador de risco	2023 valor	Impacto no mercado
Taxa de vacância industrial	4.2%	Historicamente baixo nível
Crescimento do NOI na mesma loja	5.6%	Indica resiliência de mercado

Prologis, Inc. (PLD) - Análise de pilão: Fatores sociais

Crescente demanda por instalações de logística sustentáveis ​​e tecnologicamente avançadas

De acordo com o Relatório de Sustentabilidade da Prologis 2023, 89% dos clientes priorizam soluções de logística sustentável. A empresa possui 1,2 bilhão de pés quadrados de imóveis de logística com certificações de construção verde.

Métrica de sustentabilidade	2023 dados
Propriedades certificadas de construção verde	1.200 milhões de pés quadrados
Preferência de sustentabilidade do cliente	89%
Uso de energia renovável	48%

Mudança no comportamento do consumidor que impulsiona as necessidades de infraestrutura de entrega de última milha

O crescimento do comércio eletrônico atingiu 10,4% em 2023, impulsionando a demanda por instalações de logística de última milha. A Prologis relata que 35% de seu portfólio agora se concentra no preenchimento urbano e nos centros de distribuição de última milha.

Métrica de infraestrutura de última milha	2023 dados
Crescimento do comércio eletrônico	10.4%
Portfólio em instalações de última milha	35%
Centros de distribuição de preenchimento urbano	127 propriedades

Foco crescente na flexibilidade do local de trabalho e design industrial moderno

A Prologis investiu US $ 450 milhões na modernização de instalações de logística em 2023. 62% de seus clientes exigem espaços de trabalho integrados à tecnologia com configurações flexíveis.

Métrica de flexibilidade no local de trabalho	2023 dados
Investimento em modernização da instalação	US $ 450 milhões
Clientes que buscam espaços de trabalho flexíveis	62%
Taxa de integração de tecnologia	78%

Crescente importância da governança ambiental e social em investimentos imobiliários

A Prologis relata US $ 12,3 bilhões em investimentos alinhados à ESG para 2023. 77% dos investidores institucionais agora consideram as métricas ESG em decisões de portfólio imobiliário.

Esg Métrica de Investimento	2023 dados
Investimentos alinhados à ESG	US $ 12,3 bilhões
Investidores institucionais considerando ESG	77%
Compromisso de redução de carbono	50% até 2030

Prologis, Inc. (PLD) - Análise de pilão: Fatores tecnológicos

Investir em tecnologias de armazenamento e automação inteligentes

A Prologis investiu US $ 1,2 bilhão em infraestrutura de tecnologia e automação em 2023. A Companhia implantou 247 veículos guiados automatizados (AGVs) em sua rede global de armazéns. A implementação da automação robótica aumentou a eficiência do armazém em 37% em comparação com os sistemas de armazenamento tradicionais.

Categoria de investimento em tecnologia	2023 Despesas	Melhoria de eficiência
Veículos guiados automatizados	US $ 412 milhões	Aumento da velocidade de colheita de 42%
Sistemas de classificação robótica	US $ 328 milhões	Aceleração de processamento de pedidos de 35%
Software avançado de gerenciamento de armazém	US $ 460 milhões	29% de melhoria da precisão do inventário

Implementando soluções de IA e IoT para eficiência logística

A Prologis integrou 3.672 sensores de IoT em suas instalações de logística em 2023. Os algoritmos de aprendizado de máquina reduziram os custos operacionais em 22% e aprimoravam os recursos de rastreamento em tempo real. A manutenção preditiva reduzida pelo tempo de manutenção reduzida por IA em 41%.

Tecnologia AI/IoT	Escala de implementação	Impacto no desempenho
Rede de sensores de IoT	3.672 sensores implantados	Precisão de rastreamento em tempo real: 94,6%
Manutenção preditiva AI	Integrado em 287 instalações	Redução de tempo de inatividade do equipamento: 41%
Otimização de logística de aprendizado de máquina	Aplicado a 62% da rede global	Redução de custo operacional: 22%

Desenvolvimento de plataformas digitais para gerenciamento de propriedades em tempo real

A Prologis lançou uma plataforma digital abrangente, cobrindo 98,3% de seu portfólio imobiliário global. A plataforma processa 2,7 milhões de metros quadrados de dados de propriedades em tempo real, permitindo gerenciamento e monitoramento instantâneos.

Explorando tecnologias de blockchain e rastreamento avançado na cadeia de suprimentos

A implementação da tecnologia blockchain abordou 47 corredores de logística em 2023. A transparência da cadeia de suprimentos aumentou para 89,4%, com o tempo de verificação da transação reduzido em 63%. O investimento em blockchain totalizou US $ 87 milhões.

Implementação de blockchain	Cobertura	Métricas de desempenho
Corredores de logística	47 corredores	Transparência da cadeia de suprimentos: 89,4%
Verificação da transação	Integração global de rede	Redução do tempo de verificação: 63%
Investimento em blockchain	Desenvolvimento de Tecnologia	US $ 87 milhões alocados

Prologis, Inc. (PLD) - Análise de Pestle: Fatores Legais

Conformidade com regulamentos imobiliários internacionais complexos

A Prologis opera em várias jurisdições com diversas estruturas legais. A partir de 2024, a empresa mantém a conformidade em 19 países da América do Norte, Europa e Ásia.

Região	Número de países	Custo de conformidade regulatória (USD)
América do Norte	3	US $ 42,6 milhões
Europa	11	US $ 63,4 milhões
Ásia	5	US $ 28,9 milhões

Navegando leis de zoneamento e requisitos de conformidade ambiental

A Prologis investe significativamente na conformidade ambiental em seu portfólio global.

Métrica de conformidade ambiental	2024 dados
Propriedades certificadas por LEED	387 Propriedades
Despesa anual de conformidade ambiental	US $ 18,7 milhões
Investimentos de redução de emissões de carbono	US $ 45,3 milhões

Gerenciando riscos legais potenciais em transações imobiliárias transfronteiriças

As estratégias de gerenciamento de riscos legais incluem:

• Mantendo equipes jurídicas dedicadas em cada região operacional
• Implementando protocolos abrangentes de due diligence
• Utilizando seguro de transação transfronteiriça

Despesas de gerenciamento de riscos legais	Quantidade (USD)
Custos operacionais da equipe jurídica	US $ 37,5 milhões
Seguro de transação transfronteiriça	US $ 22,9 milhões
Sistemas de monitoramento de conformidade	US $ 16,4 milhões

Aderência a valores mobiliários e estruturas regulatórias específicas de REIT

A Prologis mantém a estrita adesão aos regulamentos de REIT e requisitos de conformidade de valores mobiliários.

Métrica de conformidade regulatória	2024 dados
SEC Custo de conformidade de relatórios	US $ 8,2 milhões
REIT Despesas de auditoria de conformidade	US $ 5,6 milhões
Consultas legais regulatórias	US $ 3,9 milhões

Prologis, Inc. (PLD) - Análise de Pestle: Fatores Ambientais

Comprometido com a sustentabilidade e estratégias de redução de carbono

Prologis estabeleceu um alvo para Reduza as emissões de gases de efeito estufa em 55% Até 2030 em comparação com a linha de base de 2016. A empresa se comprometeu com Iniciativa de metas baseadas em ciências (SBTI) Validação por suas metas de redução de carbono.

Métrica	2022 Performance	Alvo de 2030
Redução de emissão de gases de efeito estufa	Redução de 38%	Redução de 55%
Uso de energia renovável	63% da eletricidade global	100% de eletricidade renovável

Investir em certificações de construção verde e instalações com eficiência energética

A partir de 2022, Prologis alcançou 92% de seu portfólio de desenvolvimento certificado sob os padrões de construção verde.

Tipo de certificação	Porcentagem de portfólio
Certificado LEED	84%
Breeam certificado	8%

Desenvolvimento de soluções de energia renovável nas propriedades logísticas

Prologis instalou 238 MW de capacidade solar em seu portfólio global a partir de 2022.

Região	Capacidade solar (MW)
Estados Unidos	195 MW
Europa	43 MW

Implementando princípios de economia circular no desenvolvimento imobiliário

Prologis implementou Estratégias de redução de resíduos em seus projetos de desenvolvimento, alcançando 85% de desvio de resíduos de construção em 2022.

Métrica de gerenciamento de resíduos	2022 Performance
Taxa de desvio de resíduos de construção	85%
Materiais reciclados em construção	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.