PLD · News · 20261016N

Development Pipeline

Prologis, Inc. · 2026-10-16 · Importance 64 · Surprise 42 · Contradicted

Prologis raised its 2026 development outlook to $5.0-$5.75 billion. Higher construction and financing costs have pushed rents required to justify new development 27% above prevailing market levels. The company also raised 2026 acquisition guidance to $2.1-$2.3 billion.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
assetspositiveprobable—Increased 2026 development outlook to $5.0 billion to $5.75 billion for year-end 2026.