As of 12/31/19* Fact Sheet...Best-Performing CEOs in the World, Hamid Moghadam, ranked #17 Dow Jones...
Transcript of As of 12/31/19* Fact Sheet...Best-Performing CEOs in the World, Hamid Moghadam, ranked #17 Dow Jones...
Fact Sheet
Ahead of What’s Next
Prologis, Inc. is the global leader in logistics real estate with a focus on high-barrier, high-growth markets. As of December 31, 2019, the company owned or had investments in, on a wholly owned basis or through co-investment ventures, properties and development projects expected to total approximately 964 million square feet* (90 million square meters) in 19 countries. Prologis leases modern logistics facilities to a diverse base of approximately 5,500* customers principally across two major categories: business-to-business and retail/online fulfillment.
World-Class Platform
• Our business draws on consumption, supply chain modernization and e-commerce
• Irreplaceable portfolio focused on the world’s most vibrant markets
• Longstanding relationships with diverse group of customers and premier institutional partners
• Strong balance sheet optimized for the future
• Business model designed to deliver superior results
Note: A securities rating is not a recommendation to buy, sell or hold securities and is subject to revision or withdrawal at any time by the rating agency
* As of December 31, 2019, and inclusive of the IPT acquisition on January 8, 2020 and the LPT acquisition on February 4, 2020, the company owned or had investments in, on a wholly owned basis or through co-investment ventures, properties and development projects expected to total approximately 964 million square feet (90 million square meters) in 19 countries.
Founded1983
Most sustainable corporations, ranked 6th in the U.S. S&P 500 member, #111
100 GLOBAL PLD NYSE
Assets under management On four continents Credit rating
$118B 964 MSF* A3 / A-
As of 12/31/19*
U.S.611 MSF
3,313 buildings
4,816 acres
Other Americas62 MSF
268 buildings
991 acres
Asia93 MSF
237 buildings
190 acres
Europe198 MSF
831 buildings
2,986 acres
Investor Fact Sheet | Fourth Quarter 2019
1. Source: Oxford Economics, IMF, Prologis Research as of December 31, 2019.
2. Source: FactSet; Core FFO and Dividend growth through YE 2018, weighted on a market cap basis as of December 31, 2018.
– Other Logistics REITs include DRE, EGP, FR, LPT and STAG. LPT 2018 FFO has been adjusted to exclude one-time items.
– Blue Chips include AVB, BXP, EQR, FRT, HST, PSA, and SPG.
– REIT average includes REITs in the RMZ as of 12/31/2018 with data for every year in each respective period.
* This is a non-GAAP financial measure. 2
Is the economic value of goods flowing through our distribution centers ear year, representing
of GDP for the 19 countries where we do business, and
of the world’s GDP employees under Prologis’ roofs
$2.1 TRILLION 1 3.5 %1 2.5 %1 857,000 1
1
Source: Prologis ResearchNote: Based upon internal Prologis data as of March 31, 2018. The Type of Goods in Building classifications do not sum to 100%. The balance, 18%, is attributable to units where 3PL customers have more than one industry type present
Diversity of customers and segments mitigates riskDiverse by customer and industry
TYPE OF GOODS IN BUILDING%, NRA basis
Data, otherHealthcare
Industrial/CommoditiesHome Goods
Paper/PackagingAuto
ConstructionClothing
General RetailerAppliances
TransportFood
Consumer Goods
0 1 2 3 4 5 6 7 8 9
TYPE OF GOODS IN OUR BUILDING
%, NRA basisTOP TEN CUSTOMERS KEY RECOGNITION
CORE FFO* PER SHARE CAGR 2 1-YEAR 3-YEAR 5-YEAR
PLD (excluding promotes) 9% 10% 12%
Other Logistics REITs 6% 4% 5%
Blue Chips 5% 6% 7%
REIT Average 5% 7% 6%
S&P 500 Average 23% 11% 8%
DIVIDEND CAGR 1-YEAR 3-YEAR 5-YEAR
PLD (excluding promotes) 9% 8% 11%
Other Logistics REITs 3% 2% 3%
Blue Chips 6% 7% 9%
REIT Average 6% 6% 7%
S&P 500 Average 7% 7% 10%
INVESTOR RELATIONS
Tracy WardSVP, Investor Relations+1 415 939 5766 [email protected]
MEDIA
Melissa SachsVP, Head of Global Corporate Communications+1 415 733 9597 [email protected]
HOW TO CONTACT US
Prologis Headquarters Pier 1, Bay 1 San Francisco, California 94111 USA +1 415 394 9000 www.prologis.com
Prologis Georgetown Crossroads, Seattle, Washington
Top Ten customers – 3Q2019
Corporate Knights’ 2019 Global 100 Ranked sixth in the U.S.
Harvard Business Review Best-Performing CEOs in the World, Hamid Moghadam, ranked #17
Dow Jones Sustainability Indices Awarded to the top 20% of invited companies ranked in sustainability
NAREIT Leader in the Light Award, Industrial
Institutional Investor’s All-American Executive Teams Top-ranked CEO, CFO and IR Program