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Industrial property markets have been recalibrating since the demand surge that reshaped logistics real estate earlier this decade. (NYSE: PLD) offered its clearest signal yet that the reset may be nearing an end.
Second-quarter 2026 results showed record leasing activity and supported a second upward revision to the San Francisco company's full-year guidance.
The result in brief Prologis described momentum building across its business in the quarter.
The record leasing figure was not broken out by geography or segment in the initial release, but the volume proved sufficient to justify lifting guidance a second time this year.
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