Comment / 'Fortress' Prologis – tariffs hurt; stalemate drags; but 'better-than-feared'

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“These are uncertain times: a lot of noise coming out of [Washington] D.C. every minute these days. We look at this as an opportunity for Prologis. We’re built for this. We have a fortress balance sheet. We’re very much on the offense right now.”

(Does it also mean deal-making? Skip to bottom of this post for more insight.)

Those were the closing remarks of Dan Letter of Prologis (PLD) – the future CEO of the group from 1 January 2026 – at ...