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Posted by
Two Blokes Jun 17 -
Filed in
Stock
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Prologis, Inc. offers compelling value after years of underperformance, with reliable forward growth and a 3.8% dividend yield near decade highs. The company benefits from secular e-commerce tailwinds, strong re-leasing spreads, and below-market rents, supporting robust long-term growth. Risks include tariff uncertainty and interest rate sensitivity, but the diversified tenant base and solid balance sheet provide resilience.