Prologis
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Consensus Narrative from 20 Analysts
Expanding Data Center Investments May Dilute Future Returns Amid Volatile Yields
Key Takeaways Prologis's data center investments may dilute returns and pressure margins due to slower capital recycling and potential yield volatility. Optimistic rental income expectations could face challenges due to market uncertainties, affecting revenue forecasts and lease negotiations.
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FV
5.6% undervalued intrinsic discount5.19%
Revenue growth p.a.
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21 days ago author updated this narrative