Prologis CFO Reveals Wall Street’s $20B Blind Spot
Prologis moves nearly 3% of global GDP—yet some analysts still see a discount.
CFO Tim Arndt unpacks where Wall Street gets the valuation wrong.
– Why Net Asset Value may miss $20B+ in hidden platform value
– E-commerce, data centers, and solar: the next growth engines
– Supply vs. demand: vacancy lows, rent hikes, and lease rollovers
– How a fortress balance sheet funds $4-5B in annual development
– Leadership transition: what new CEO Dan Letter means for investors
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