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Posted by
Two Blokes May 17 -
Filed in
Stock
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Prologis offers a high-conviction, buy-on-weakness opportunity, trading 15% below intrinsic value with a 3.8% dividend yield. Operational performance remains robust: 95% occupancy, strong tenant retention, and impressive rent growth, despite macroeconomic headwinds. Dividend growth is exceptional, with a 9% trailing growth rate and a three-year CAGR of 13.2%, making the yield especially attractive after the pullback.
