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Prediction: 2 Stocks That Will Be Worth More Than Prologis 10 Years From Now
PLDPrologis(PLD) The Motley Fool·2025-05-17 15:29

Group 1: Prologis Overview - Prologis is the largest REIT in the world with a market cap exceeding 100billionandover100 billion and over 200 billion in assets under management, owning interests in 5,900 buildings with 1.3 billion square feet of space across 20 countries [1] - Prologis plays a crucial role in supporting global trade and e-commerce through its warehouse properties [1] Group 2: Competitors and Growth Potential - Equinix, with a market cap approaching 85billion,istheleadingdatacenterREIT,operating270datacentersin35countries,andispositionedforsignificantgrowthduetoincreasingdemandfordatacentercapacity[4][5]RealtyIncome,theseventhlargestglobalREITwith85 billion, is the leading data center REIT, operating 270 data centers in 35 countries, and is positioned for significant growth due to increasing demand for data center capacity [4][5] - Realty Income, the seventh largest global REIT with 59 billion in assets, owns over 15,600 properties and has diversified its portfolio across various sectors, including retail, industrial, and gaming [7][8] - Realty Income has a total addressable market opportunity of 14trillion,havingexpandedintomultiplegrowthmarkets,includingU.S.industrial,Europeanmarkets,U.S.casinoproperties,andU.S.datacenters[10]Group3:StrategicInitiativesEquinixisexpandingitsglobaldatacenterportfoliowith56majorprojectsunderwayin24countries,indicatingstrongdemandfordatacenters[6]RealtyIncomehasbeenactivelyacquiringothernetleaseREITsandinvestingbillionsannuallytogrowitsportfolio,includinga14 trillion, having expanded into multiple growth markets, including U.S. industrial, European markets, U.S. casino properties, and U.S. data centers [10] Group 3: Strategic Initiatives - Equinix is expanding its global data center portfolio with 56 major projects underway in 24 countries, indicating strong demand for data centers [6] - Realty Income has been actively acquiring other net lease REITs and investing billions annually to grow its portfolio, including a 3.9 billion investment in property acquisitions last year and a 9.3billionacquisitionofSpiritRealty[9]RealtyIncomeislaunchingaprivatecapitalinvestmentfundplatformtotapintothe9.3 billion acquisition of Spirit Realty [9] - Realty Income is launching a private capital investment fund platform to tap into the 18.8 trillion U.S. private real estate market, enhancing its growth potential [11] Group 4: Future Outlook - Prologis has significant growth potential but faces competition from Equinix and Realty Income, which could surpass it in market size within the next decade [12][13]