Prologis, Inc. (PLD) Citi’s Miami Global Property CEO Conference 2026 March 2, 2026 11:00 AM EST
Company Participants
Dan Letter – CEO & Director
Timothy Arndt – Chief Financial Officer
Conference Call Participants
Nicholas Joseph – Citigroup Inc. Exchange Research
Craig Mailman – Citigroup Inc., Research Division
Presentation
Nicholas Joseph
Citigroup Inc. Exchange Research
Welcome to Citi’s 2026 Global Property CEO Conference. I’m Nick Joseph here with Craig Mailman with Citi Research. Pleased to have with us Prologis and CEO, Dan Letter.
This session is for Citi clients only, and disclosures have been made available at the corporate access desk. [Operator Instructions] Dan, we’ll turn it over to you to introduce the company and team, provide any opening remarks, let investors know the top reason to buy the stock today, and then we’ll get into Q&A.
Dan Letter
CEO & Director
Great. Thanks for having me.
Nicholas Joseph
Citigroup Inc. Exchange Research
You just — yes, press the red button.
Dan Letter
CEO & Director
It was on. There we go. All right. Thanks for having us. Again, I’m Dan Letter, CEO of Prologis. To my left here is Tim Arndt, our Chief Financial Officer; and to his left is Justin Me Justin Mang, our Global Head of Investor Relations.
Prologis, we are the global leader in logistics real estate. We have over $230 billion of assets under management. That’s 1.3 billion square feet, 6,000 buildings in 20 countries in markets that represent 78% of the world GDP. We have about 7,000 customers in our portfolio. And our value proposition is quite simple, actually. We grow operating income ahead of inflation with the best portfolio and the best platform in the business. We create significant value through our development franchise.
We have an unmatched development franchise going back nearly 30 years, best-in-class