Prologis, Inc. (PLD) Covered Calls

Prologis, Inc. covered calls Prologis, Inc. is the global leader in logistics real estate, specializing in high-barrier, high-growth markets across the Americas, Europe, and Asia. As the world’s largest industrial REIT, it owns and manages approximately 1.3 billion square feet of modern distribution facilities and warehouses. The company serves a diverse customer base of over 6,500 tenants, providing essential infrastructure for global commerce, e-commerce fulfillment, and increasingly, AI-driven data centers.

You can sell covered calls on Prologis, Inc. to lower risk and earn monthly income. Born To Sell's covered call screener gives you customized search capabilities across all possible covered calls but here are a couple of examples for PLD (prices last updated Fri 4:16 PM ET):

Prologis, Inc. (PLD) Stock Quote
Last Change Bid Ask Volume P/E Market Cap
138.97 +2.59 135.80 142.65 2.8M 40 127
Covered Calls For Prologis, Inc. (PLD)
Expiration Strike Call Bid Net Debit Return
If Flat		 Annualized
Return If Flat
Feb 20 140 1.05 141.60 -1.1% -50.2%
Mar 20 140 3.30 139.35 1.2% 12.2%
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Prologis, Inc. (PLD) is the undisputed titan of industrial real estate. With a portfolio that facilitates approximately 3% of the global GDP, Prologis provides the critical "connective tissue" for the world’s supply chains. The company focuses on "Consumption-End" logistics—properties located near large urban populations where land is scarce and demand for fast delivery is highest. By combining a massive physical footprint with advanced data analytics and energy solutions, Prologis has evolved from a traditional landlord into a comprehensive logistics ecosystem provider.

Core Business and Strategic Segments

  1. Real Estate Operations: This core segment involves the ownership and leasing of modern logistics facilities. In early 2026, the company is benefiting from a "turning point" in the vacancy cycle, with U.S. net absorption beginning to outpace new deliveries. Prologis maintains an industry-leading occupancy rate near 95%, supported by long-term leases with investment-grade tenants like Amazon, Home Depot, and FedEx.
  2. Strategic Capital: Prologis manages over $60 billion in third-party assets through co-investment ventures. This capital-light model allows the company to scale globally while earning lucrative management and promote fees. In 2026, the company is exploring new private capital vehicles specifically targeted at Data Center Co-Investment to fund its aggressive digital infrastructure expansion.
  3. Energy + Essentials: A high-growth adjacent business where Prologis provides turnkey solutions to tenants. In January 2026, the company surpassed 1.1 gigawatts of installed solar and battery storage. This segment also includes "Prologis Mobility," which builds heavy-duty EV charging hubs to help customers transition their fleets to zero-emission vehicles.
  4. Data Centers: The newest strategic frontier. In February 2026, Prologis announced a $25 billion investment in AI-focused data centers. With 5.7 gigawatts of secured power capacity—one of the largest private allocations in the world—Prologis is converting select industrial sites into high-density digital infrastructure to meet the explosive demand from cloud and AI providers.

Competitive Landscape

Prologis operates in a sector where scale and access to low-cost capital provide a significant "moat." Its primary rivals in the industrial REIT space include Rexford Industrial (focused on Southern California) and STAG Industrial. In the international and diversified logistics arena, it contends with Goodman Group and Segro. As it pivots toward digital infrastructure, it increasingly overlaps with data center specialists like Equinix and Digital Realty. Additionally, for institutional capital, it competes with diversified real estate giants like Blackstone, which manages the rival Link Logistics platform.

Strategic Outlook and Innovation

In 2026, Prologis is executing a "Logistics + Power" strategy. The main priority is the 2026-2027 development pipeline, where data centers now represent 40% of all new starts. The company is leveraging Agentic AI via its "Prologis Ventures" portfolio—investing in startups like TestFit for automated site design and Locus Robotics for warehouse automation—to increase the throughput and value of its existing square footage. Financially, management has raised its 2026 Core FFO guidance, citing strong "mark-to-market" rent spreads as legacy leases expire and reset to higher current market rates. With over $7 billion in liquidity and an A-rated balance sheet, Prologis is positioned to remain a "category of one," compounding value through both traditional warehouse rents and high-margin energy and data services.