Comment / Prologis – the finest of the species always evolves

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… and so does the business model.

However

While Prologis is changing skin, its DNA remains the same – despite a data centre goldrush.

Logistics?

Still the backbone of the San Francisco-based REIT behemoth, no kidding.

That said

Following up from previous conference calls with the management team – for the first time yesterday led by Prologis veteran Dan Letter as CEO – key remarks concerning fourth-quarter and full-year (FY) numbers (as well as the outlook) passed almost unnoticed on Wednesday, 21 January.

Guess what and why?

Data ...