Prologis, Inc.

Prologis remains a compelling long-term 'growth' REIT, benefiting from structural e-commerce tailwinds and scale advantages in prime logistics locations. PLD's pending $18.8 billion SEGRO acquisition will significantly expand its European footprint, diversify its portfolio, and enhance long-term growth prospects. Despite higher interest expenses, PLD demonstrates strong operating leverage, high occupancy, robust rent growth, and maintains a defensive balance sheet with 4.5x debt/EBITDA.

Four warehouse landlords are collecting record rent, but a fat yield can hide a shaky foundation. We checked each payout against actual cash earnings, and the highest yielder may not deserve a place in a retiree's portfolio.

According to a new survey from Prologis, in partnership with the Harris Poll, 91% of company leaders said retailers and logistics providers "urgently" need more decentralized fulfillment networks to meet delivery expectations. According to the survey, fewer companies plan to keep their existing global footprint, with the share falling 14 percentage points from a year ago to just 36%.

Brookfield, Prologis, Chubb, and Kinsale don't pay much today, but their earnings growth could do the heavy lifting over the next decade.