|
Feb 19
|
|
$139.63
$139.63
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLD
Impact Podcast with John Shegerian Announces ...
|
|
Feb 18
|
|
$139.63
$139.63
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLD
W.P. Carey Stock Up 12.1% in Three Months: Wi...
|
|
Feb 18
|
|
$139.63
$139.63
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLD
What's Driving the Market Sentiment Around Pr...
|
|
Feb 17
|
|
$141.77
$139.63
-1.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLD
Top Stock Picks for Week of February 16, 2026
|
|
Feb 17
|
|
$141.77
$139.63
-1.5%
|
LONG
|
Willy Walker
CEO, Walker & Dunlop
|
"Industrial has been sort of the darling for the last 20 years. It's still doing very well because of the growth of Amazon and online distribution." E-commerce penetration continues to drive demand for logistics and warehousing space, keeping fundamentals strong despite broader CRE wobbles. Long Industrial REITs. Slowdown in consumer goods consumption. |
CNBC
Property Play: Scenes from a CRE finance conf...
|
|
Feb 13
|
|
$138.97
$139.63
+0.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLD
Prologis Rewards Its Investors With a 5.9% Di...
|
|
Feb 12
|
|
$136.38
$139.63
+2.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLD
Prologis Board of Directors Approves 6 Percen...
|
|
Feb 12
|
|
$136.38
$139.63
+2.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLD
Prologis Increases Its Quarterly Cash Dividen...
|
|
Feb 09
|
|
$137.28
$139.63
+1.7%
|
LONG
|
—
|
The reporter identifies UPS, FedEx, and C.H. Robinson as leaders in reverse logistics, alongside warehousing REITs Prologis and Terreno Realty, as the best way to play the surge in returns. Handling returns is more complex than standard shipping. Because it is a "specialized" service, logistics companies can charge a premium, resulting in better profit margins compared to commoditized delivery. Furthermore, the demand for this service is structural and growing due to "bracketing"—where shoppers intentionally buy more than they need (e.g., multiple sizes) with the intent to return, a habit deeply ingrained in Gen Z and Millennial consumers. Holiday returns are up 11% YoY. Returns generate significantly more revenue per unit ($30 cost to retailer vs. $12 for delivery). 50% of consumers now engage in bracketing. Retailers may tighten return policies to reduce costs, potentially lowering volume for logistics providers. |
CNBC
Holiday returns surge 11%: Reverse logistics ...
|