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Investment Research Report: Prologis, Inc. (PLD)
Slide Deck The Sovereign of the Supply Chain: Assessing the Moat in a Cycle of Normalization Executive Summary Prologis, Inc. (NYSE: PLD) stands as the undisputed hegemon of the industrial real estate sector, a distinct asset class that has transitioned from a niche alternative investment to the cornerstone of global institutional portfolios over the last […]
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By Lukasz Tomicki and LRT Capital Management LLCSlide Deck The Sovereign of the Supply Chain: Assessing the Moat in a Cycle of Normalization Executive Summary Prologis, Inc. (NYSE: PLD) stands as the undisputed hegemon of the industrial real estate sector, a distinct asset class that has transitioned from a niche alternative investment to the cornerstone of global institutional portfolios over the last […]