Podcasts about Prologis

Muy buenos días, en una entrevista exclusiva, platicamos con la directora general de la Comisión Federal de Electricidad, Emilia Calleja, sobre las inversiones, las emisiones en bolsa, la revisión del T-MEC, las calificadoras, el Mundial y hasta de los diablitos. Pero lo más importante, la prioridad de CFE y que posiblemente vengan más fibras. La entrevista completa la encuestas después de este episodio. En otros asuntos, México vive exportaciones récord mientras nuevas inversiones esperan. Además Ebrard dice: “no tenemos prisa con la revisión”. Si gana OpenAI, gana Softbank en bolsa, estrenamos Línea Mundial, nueva sección para abordar lo que suceda alrededor del torneo, Prologis dice basta y Ferrari tiene mucho que probar con su auto eléctrico.

In this episode of the EPRI Current, host Samantha Gilman speaks with EPRI's Director of Agentic AI and Micro Data Centers, Ben Sooter, about the growing role of distributed inference, also known as micro data centers, in the evolving AI landscape. While large, centralized data centers dominate current discussions, Sooter explains why the next wave of compute demand will shift closer to end users to support faster, latency-sensitive applications.     The conversation highlights how this distributed approach could reshape grid planning, including opportunities to leverage available capacity at distribution substations and the need to better understand emerging load profiles. Sooter also discusses EPRI's collaborative pilot efforts with NVIDIA, Prologis, and InfraPartners to explore siting, deployment, and scalability. As AI adoption accelerates, this episode examines how utilities can prepare for and help enable the next phase of digital infrastructure.       For more information and episodes visit EPRI.com.     If you enjoy this podcast, please subscribe and share! And please consider leaving a review and rating on Apple Podcasts/iTunes.    Follow EPRI: LinkedIn https://www.linkedin.com/company/epri/  Twitter https://twitter.com/EPRINews    EPRI Current examines key issues and new R&D impacting the energy transition. Each episode features insights from EPRI, the world's preeminent independent, non-profit energy research and development organization, and from other energy industry leaders. We also discuss how innovative technologies are shaping the global energy future. Learn more at www.epri.com   

Episode Summary In this episode, Benoy Thanjan sits down with Victoria Stulgis, President of Black Bear Energy, to explore one of the most underrated opportunities in the solar industry: commercial real estate. Black Bear Energy acts as an owner's representative for institutional property owners, helping them deploy on-site solar and battery storage across their portfolios at scale. Victoria discusses Black Bear's recently published 2025 Real Estate Solar Leaderboards Report, a first-of-its-kind dataset tracking energized on-site solar across major U.S. real estate owners and managers. The numbers are eye-opening. Prologis leads with 309 MW deployed in the U.S. alone and more than 1 GW globally. Public Storage has quietly completed more than 1,100 projects totaling 111 MW. According to Morgan Stanley, there is still 326 GW of untapped solar capacity sitting on commercial rooftops across the country. The conversation gets into the real mechanics of how large REITs and institutional landlords are approaching solar today, why most deals are front-of-meter rooftop leases, what is driving community solar adoption in Illinois, New Jersey, and Maryland, and what the ITC phase-out means for lease rates and deal economics going forward. Victoria also makes the case for why battery storage is the next major frontier for commercial real estate and what it will take for the capital markets to catch up. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, a solar development and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed more than 100 MW of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credit transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MW of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi-billion-dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Victoria Stulgis Victoria Stulgis is the President of Black Bear Energy, where she oversees the company's growth and day-to-day operations following the departure of founder Drew Torbin at the end of 2025. She has been with Black Bear for more than nine years, joining in the company's early days and working her way up through client-facing roles. Before Black Bear, Victoria built her career at two nonprofits focused on market-based solutions to climate change. She started at The Carbon War Room, Sir Richard Branson's climate NGO, where she worked on decarbonizing the maritime shipping industry. After The Carbon War Room was acquired by Rocky Mountain Institute, Victoria shifted her focus to corporate virtual PPAs, working directly with Fortune 500 companies that were early adopters of large-scale clean energy procurement. RMI was also an original seed funder of Black Bear Energy, which is how she connected with Drew Torbin and eventually joined the team. Black Bear Energy is now owned by Legence, a Blackstone portfolio company that went public through an IPO in September 2025. Stay Connected Benoy Thanjan Email: https://www.reneuenergy.com Podcast: https://www.solarmaverickpodcast.com Victoria Stulgis Website: https://www.blackbearenergy.com 2025 Real Estate Solar Leaderboards Report: https://www.blackbearenergy.com Email: https://luma.com/jl734ggi Please Leave a 5-Star Review If you got value out of this episode, please take a minute to rate, review, and share the Solar Maverick Podcast. Every review helps more people in the clean energy community find the show and stay ahead of what is happening in solar, storage, and the energy transition. About Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, commercial and industrial solar, utility-scale solar, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.  

O Governo do Estado avançou no projeto da Linha 20-Rosa de Metrô, com um pátio que será construído no terreno da antiga fábrica da Ford, em São Bernardo do Campo, de propriedade da empresa logística Prologis. O Metrô elaborou uma proposta técnica para compatibilizar os empreendimentos públicos e privados no terreno que abrigava a montadora.

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   In this episode, Justin takes the opportunity of RISKWORLD 2026 to interview on-site two session co-presenters, Sandy Avina and Angel Guerra, and a fellow podcast host, Joel Appelbaum. Sandy and Angel co-wrote a book, Riskfetti: Risk Management for the Rest of Us, which comes out on May 18th. They discuss their careers, how they came to team up to write, and why this book, now. Justin and Joel discuss Joel's career in risk, from underwriter to Chief Content Officer at the International Risk Management Institute (IRMI) and podcast host of The Edge of Risk. Listen for thought leadership on communicating risk to business professionals and translating complex risk research into media content.   Key Takeaways: [:01] About RIMS and RIMScast. [:14] About this episode of RIMScast. It was recorded live, on-site at RISKWORLD 2026, in Philadelphia. It's one of my favorite episodes of the year. We will be joined by a range of guests. But first… [:43] RIMS Virtual Workshops. The next RIMS-CRMP-FED Exam Prep Course will be on May 13th and 14th. The popular CBCP and RIMS-CRMP Exam Prep Bootcamp will be held from May 18th through the 21st. The next RIMS-CRMP Exam Prep Course will be held on June 9th and 10th. [1:02] Links to registration are in this episode's notes. [1:05] Webinars. On May 14th, Origami Risk will return with a new session, "Future-Proofing Your Risk Program: Keeping Pace with Scale, Complexity, and Visibility." [1:17] On May 21st, GRC returns to present "Is Your Fire Protection Strategy Outdated? Emerging Risks Are Changing the Rules." [1:27] On May 28th, Zurich returns with "From Underwriting To Risk Management: What To Expect From The Growing Demand For Data Center Construction." Register for webinars at RIMS.org/Webinars or through the links in this episode's show notes. [1:41] Folks, RIMS is back on YouTube. Our handle is @RIMSOfficialChannel. We've got plenty of videos there, including RIMScast, RIMScast Canada video podcasts, and other informative and entertaining content from RIMS. Subscribe to the channel today! [2:00] On with the Show! We are live on the exhibit floor at RISKWORLD 2026 at the Philadelphia Convention Center. There's a lot of great energy. That energy transferred from the stage to our booth! My first guests are from our LA RIMS Chapter, Sandy Avina and Angel Guerra. [2:23] Sandy and Angel co-presented the session on Tuesday, May 5th, "Between Truth and Trauma: Investigating the Invisible." RIMScast caught up with them right after they came off the stage to discuss the state of mental health claims and get a preview of their new book. [2:37] Sandy and Angel co-authored the book coming out on May 18th. It's called Riskfetti: Risk Management for the Rest of Us. We're going to have a lot of fun! Let's get to it! [2:44] Interview! Sandy Avina and Angel Guerra, Welcome to RIMScast! [2:58] Angel says this is her third RISKWORLD and she loves it! She last attended two years ago in San Diego. Sandy says this is her first time at RISKWORLD. She's trying to experience everything, and it's like trying to put ten pounds of sugar in a five-pound bag. She's getting there. [3:17] Sandy is The Riskfluencer on TikTok. [3:25] Angel has a business, Beauty and Beast in Business. [3:28] Together, Sandy and Angel make Riskfetti. [3:41] Angel started in the mailroom of SRS 20 years ago, moved through Claims, Operations Management, and Global Risk Management, and is now a VP at Arrowhead Evaluation, which does independent medical and risk consulting. [4:11] Angel's variety of experiences lets her see everything and gives her knowledge of risk management and the ability to manage a program well. [4:31] Right out of college, Sandy joined California's workers' compensation state fund as an adjuster. She loved it and started to learn other lines. She now works for California Schools JPA, a public risk pool supporting K-12 and community colleges. [4:54] Sandy leads the California Schools JPA claims program for property liability and workers' compensation. She loves it. [5:03] Sandy and Angel connected through LinkedIn. [5:25] Sandy and Angel presented a RISKWORLD session on developing the defense for psychological claims. Sandy says we're seeing the change in legislation for allowing mental-mental claims and not just physical-mental claims. [5:35] Dr. Ron Heredia was also on the panel. He spoke on how to crack defenses and properly investigate. There are red flags and also very truthful claims. As professionals, check your unconscious bias. Think about fact-finding without a specific agenda. [6:12] Justin points out that May is Mental Health Awareness Month in the U.S. Sandy partners wth Kind Souls Foundation, a non-profit that provides a warm, emotional support line for anybody with a work-displacing event. Sandy notes the struggles of the Sandwich Generation. [6:56] Angel says we see people are being a lot more open about mental health and self-care, but there's still a stigma to it. It's important to recognize that, not just in May, but throughout the year. [7:15] Justin mentions a guest from a couple of weeks ago who served in the Canadian military. He was very open about his Post-Traumatic Stress Disorder. They had a wonderful conversation about it. Justin doesn't want to bring it up if somebody doesn't want to talk about it. [7:40] Sandy says, when you have the conversations more often, and they're more open, people feel more comfortable bringing it up. [7:50] Sandy and Angel's session was "Between Truth and Trauma: Investigating the Invisible." Angel says a lot of people told them they were very happy with the session. They see increases in legislation that allow for more mental-mental claims, and it's a challenge to keep up. [8:11] Angel says having Dr. Ron Heredia with them gave a view of what it looks like from the employer's side. Are you investigating those claims, recognizing the importance of very clear documentation? If it's not in writing, it didn't happen. Have a doctor help with questions to ask. [8:43] Riskfetti: Risk Management for the Rest of Us is coming out on May 18th. Sandy says she and Angel both started in claims, and they found that a lot of employers they spoke to didn't know risk management. They didn't understand their coverage or insurance, or how it works. [9:12] Sandy says a lot of the education in the industry today is very academic and is meant for the risk managers. Employers are not going to go get their CPCU or take webinars on coverage or understanding endorsements. They assign someone else to do it. It's split in the organization. [9:35] Sandy says nobody is speaking to that audience from a layperson's perspective in a way they'll be receptive to. Sandy said we wanted to make that information accessible, so we created a book that is fun, engaging, and more accessible for business owners. [9:49] Angel says they used case studies, fun stories of claims they had managed or others had managed. It's very engaging. People say they've read the book and laughed. It's for HR Managers, Safety Managers, and CFOs, who don't understand insurance but have responsibility. [10:41] Angel's advice for beginning risk professionals: Find a community of individuals who are willing to support you and talk about the hard things and cheer you on when you're not sure if insurance or claims is where you want to be. It's not an easy industry, but a wonderful industry. [11:00] Sandy's advice for the young generation is to make content about this industry. If you are working in this industry, make your TikToks and post on socials. We need to hear from that generation. It democratizes the flow of information. They already do it for their personal life. [11:18] Sandy says, talk about your experience. I want to know what it's like for somebody coming into the industry right now. I know what it was like 23 years ago; I want to know what it's like now. That's the best way to get that information out there. We want to know those opinions. [11:40] Justin says, I love what you're doing. You've got a lot of great energy! Angel, Sandy, thank you so much for joining me on RIMScast. You were wonderful guests! I hope to see you again next year. [12:04] A Quick Break! There are so many other wonderful RIMS events coming up in 2026. The 2026 Florida RIMS Educational Conference will be held from July 28th through August 1st at the lovely Ritz-Carlton in Naples, Florida. A link to the event is in this episode's show notes. [12:25] Register now for the Second Annual RIMS Texas Regional Conference, to be held from August 10th through 12th at the Grand Hyatt on the San Antonio River Walk. Advance rates are available through June 5th. [12:39] The 11th Annual Chicagoland Risk Forum will return to the Old Post Office on Thursday, September 24th, 2026, in Chicago. Visit ChicagolandRiskForum.org for more information. [12:53] The RIMS Western Regional Conference will be held from October 4th through the 7th in Seattle, Washington. Registration is open, and you can also submit a session. Visit RIMSWesternRegional.com and the link in this episode's show notes for more information. [13:10] Save the dates October 18th through the 21st. We will be in Quebec City to celebrate the 50th Live RIMS Canada Conference. Booth sales are already open. The call for educational sessions has been extended to May 18th. Early-bird registration will open in June. [13:29] Visit RIMSCanadaConference.ca for more information. Also, remember to check out RIMS.org/Canada for our spinoff show, RIMScast Canada, hosted by National Conference Committee Chair, Aaron Lukoni. [13:44] The RIMS ERM Conference 2026 will be held on November 18th and 19th in Columbus, Ohio. Details will follow. [13:52] Our final guest is Joel Appelbaum, Executive Vice President and Chief Content Officer at IRMI, the International Risk Management Institute! Joel is the host of IRMI's podcast, The Edge of Risk. He was formerly a Chief Risk Officer. [14:10] We are going to talk all about our shared interests and the importance of risk management education, and some of the trends that are emerging, some that are overhyped, and what he's seeing on the risk landscape. Let's get to it! [14:23] Interview! Joel Appelbaum, Welcome to RIMScast! [14:28] Joel Appelbaum is the Executive Vice President and Chief Content Officer for IRMI. Joel says he is used to asking the questions; he says it will be really cool to be asked the questions. [14:47] Joel is the host of The Edge of Risk. When they launched, six years ago, the idea was to come up with more relevant content, quickly, by talking to leaders. In the last year, it has grown by 60%. There's a need for insurance podcasts. It's still growing. [15:24] Justin notes that Elise Farnham was a recent guest. Elise teaches for RIMS. Justin says insurance podcasts share the same space, and there's some natural crossover. Justin and Joel sat together the day before at the main stage keynote. [15:53] Justin asks Joel about his having been an Enterprise Chief Risk Officer, when Enterprise Chief Risk Officers first came into vogue. He felt there were not a lot of resources for being a good ECRM, after coming from an underwriting background with CPCU and IRMI. [16:22] It was a challenging time. Joel cites Adam Grant's theme of low ego but honestly trying to help. Joel remembers bringing up to his boss that IT could be a risk, and being yelled at by his boss for about an hour for yellow-flagging IT. [16:53] Joel loves where Enterprise Risk Management has gone. It's necessary to identify risks in a positive way and deal with them proactively. [17:06] Joel says when it started, it was a rough job. Asking people what keeps them up at night, and sharing that with the board regularly, people weren't ready for it. It's a necessary and important job, but Joel found it to be one of the most challenging, alone on an island. [17:30] Joel thinks everyone who's been an Enterprise Chief Risk Officer or Risk Officer will tell you they do it with very few resources. Joel is glad to have an organization like RIMS to help. [17:50] Joel says he was in a lot of positions that IRMI serves. He was a Product Officer, an Enterprise Chief Risk Officer, a Chief Underwriting Officer, and a Chief Actuary. He did a lot of great things with a lot of great people. None of that prepared him to be a Chief Content Officer. [18:17] Being a Chief Content Officer is about writing and deep research. Joel works with people who research all day. [18:29] Joel learned that there's a disconnect between deep research and understanding coverage and analysis well, and practical insights and thought leadership for how it works in the real world. Parsing it and putting it together, and communicating it is the challenge. [18:53] Joel says it was a bit bumpy coming in and changing the way that IRMI approached things. Joel speaks of his joy of working for Jack Gibson at IRMI. [19:15] Joel says trying to put all the research into writing, keeping it up to date, making it useful, and changing it from just research to practical insights was challenging. It's been a great challenge, and he loves it. [19:29] Joel says he loves being at IRMI and working with people in the industry every day, trying to understand what they need. [20:16] Joel says he struggled with translating research into print, CE courses, and conferences. That takes time, and they need to be updated with the times, as well. A podcast can be simple. Yesterday, Justin and Joel came up with six or seven relevant questions and were ready to go. [20:48] Joel says podcasts fill the gap for the on-demand, necessary knowledge somebody might be seeking on the go. Joel's 30-something children listen to podcasts in the car or while they're exercising. You don't have to sit. Joel likes to do 20- or 30-minute Edge of Risk podcasts. [21:35] Joel says you can cover a very specific, timely topic. It doesn't take the effort of doing a research project or writing a book. Getting it to print takes time. If something changes in war, terrorism, or cyber, you can have a new podcast out in a day. [21:54] Justin says he finds it very gratifying when a guest's words on RIMScast are cited in a white paper. Seeing a reference to something he has done is very gratifying. Joel agrees. [22:10] Joel feels like it's such an honor to meet with thought leaders in the industry, sit down with them, and ask them questions. Joel says he gets great knowledge, meeting them, and learning a little bit about them personally. [22:43] Joel says it's gratifying when young professionals come up to him saying they know him from the podcast. Justin mentions people hearing him talking in the halls at RISKWORLD or RIMS events and recognizing him as the RIMScast guy or the webinar host guy. [23:26] Joel says AI has been a little overhyped. We all need to understand how to use it, but it isn't going to provide all the answers. A guest on his podcast told him at RISKWORLD they're going all in on AI for learning. [23:55] Joel says he gets that AI can be a quick fit for the answer you need. It's the right tool for the right time, but all risk managers know you have to have a lot of tools in your tool kit. AI doesn't replace foundational knowledge. [24:16] Joel's MBA helped him understand the other disciplines in the organization, to know when he was getting good information or bad information, and how to talk the language. [24:35] Joel believes that RIMS certifications and IRMI certifications help risk managers and insurance professionals understand the foundational knowledge. Then they know if they're getting a good answer from the AI. [24:50] Joel says that AI is trained on the internet. The internet has some flaws. Joel predicts AI will hit a learning curve. You're not getting the latest and greatest insights from RIMS or IRMI just writing a white paper on a new topic. Are you getting your AI from a reliable data source? [25:25] Joel advocates for using AI on IRMI material. They have an AI agent in beta now. IRMI has ReferenceConnect for its customers. AI is a good tool, but it's overhyped as a solution for everything. It's not going to solve all the problems. [26:00] It's a great tool if you're using it to gather data. Joel went to a great session at RISKWORLD with LineSlip about bringing all your different brokers' information together so you can get real insights. AI is a great tool to be used at the right place, at the right time. [26:23] You can't have it write all your letters because it doesn't sound like you. [26:37] Justin says an issue that's top of mind for him is PFAS, forever chemicals, because we need water to live. The second our water supply is bad, we've got much bigger problems. [26:52] Joel says Marsh did a presentation at an IRMI conference talking about how widespread the PFAS problem is. It should be on everybody's risk radar. Joel has put more filters in all of his houses. [27:21] Justin says Third-Party Litigation Funding is an emerging risk for RIMS. Joel has also done several podcasts on that. Liberty Mutual likes to call it Legal System Abuse. They had a great podcast on it with The Edge of Risk. [28:04] Joel says the concerning aspects are inflated awards and nuclear verdicts. ISO has introduced a new endorsement on disclosing third-party litigation funding. We've always needed tort reform. Joel thought that as an Enterprise Risk Manager, 20 years ago. [28:39] Joel says if you look at how all the other countries do it, the United States has a problem. It's really important to solve it. Insurance is a fundamental backstop and assistance to business. If the problem continues, insurers may start declining. How do you find solutions? [29:10] Joel thinks one of the solutions is to determine the appropriate amount of an award. Does $200 million make up for something where $2 million would suffice? [29:33] Justin says that he and Joel met up at the keynote with Adam Grant. They both enjoyed the keynote. Adam Grant spoke of unpleasant truths we may not want to hear. There's a difference between being loyal and being honest. [30:26] Joel doesn't have a problem delivering the unpleasant truths, but it has not always been great for his career. Joel says that in a lot of big corporate organizations, people want their allies with them. A new Chief Officer comes in and brings loyal friends with him. [30:54] Four or five years of being coddled later, the officer is gone. Joel worked for CNA for four different CEOs. Joel learned that integrity matters. He says if you communicate out of frustration or anger, it comes across wrong. [31:35] Joel says what he loved about Adam Grant's message is that people need to deliver the truth in a way that is kind and fair, and not fake. The people who tell you what you want to hear and that you're the greatest ever are the people you need to "get rid of." [32:08] Joel tells people that the knife gets sharper against the steel. Joel wants somebody who's sharpening the skill. He has to work harder for it. That's who he likes to surround himself with. Joel has his "board of governors" he goes to for help as a sounding board. [32:58] Leaders who surround themselves with yes-people are not going to last long. Justin asks about the compliment sandwich. Joel likes it if it doesn't come off as fake. Ask AI what's a fair way to deliver this, a compassionate way to give feedback. AI can give unbiased feedback. [33:45] Justin shares an experience where he successfully used AI to shorten and change the tone of an angry email message before he sent it. He was very pleased with the result, and the response was "OK." Joel admits he has delivered a lot of career-shortening emails. [34:44] AI should be thought of as a sounding board. Justin thinks the students coming into the profession probably already do so. Joel says certain types he has worked with don't handle negative feedback well from their peers. AI might be the best way for them to respond. [35:25] Joel has been to about 10 RISKWORLDs. He says the vibe this year is awesome. He feels there's a lot more opportunity for small connections. He loves the smaller talks. The conversation pods are great. There's always lots to learn, interesting people, and friends. [36:07] I love what you do at IRMI. Thank you for joining our show, RIMScast! I think very highly of your show. We've had a lot of the same guests. You're wonderful, and I appreciate all of your support! [36:35] Thanks again to all of our guests here on this special episode of RIMScast, produced live on-site at RISKWORLD 2026. We look forward to seeing you all in New Orleans next year for RISKWORLD 2027! [36:47] Be sure to check out last week's episode of RIMScast, featuring Risk Manager of the Year, Jeff Bray of Prologis. [36:53] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [37:22] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [37:40] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [37:58] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [38:14] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [38:28] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [38:40] Practice good risk management, stay safe, and thank you again for your continued support!   Links: RISKWORLD Playlists:

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   In this episode, Justin interviews the RIMS 2026 Risk Manager of the Year, Jeff Bray, about his award and his career at AMB, which merged with Prologis early in his career. Justin and Jeff discuss how risk management earns a strategic seat at the table, how Jeff revived the ERM Program at Prologis, tying it to the business model, and how cross-functional risk management works at Prologis today. Jeff speaks of resilience in the face of polycrisis and climate risk, and working on what he has control over while being aware of the rest. Jeff shares his excitement for developing the next generation of risk professionals and about the amazing opportunity the risk profession holds for them today. Listen for insight on ERM, resilience, and building relationships.   Key Takeaways: [:01] About RIMS and RIMScast. [:14] We hope you are listening to this episode of RIMScast while at RISKWORLD 2026, and we are gently reminding you to download the RIMS Events App to navigate the show successfully! [:29] About this episode of RIMScast. This is our annual Risk Manager of the Year episode. We are delighted to be joined by this year's honoree, Jeff Bray of Prologis. If you are listening to this on its release day of May 4th, you might see him onstage at RISKWORLD. But first… [:59] RIMS Virtual Workshops. The next RIMS-CRMP-FED Exam Prep Course will be on May 13th and 14th. The popular CBCP and RIMS-CRMP Exam Prep Bootcamp will be held from May 18th through the 21st. The next RIMS-CRMP Exam Prep Course will be held on June 9th and 10th. [1:19] Links to registration are in this episode's notes. [1:22] Webinars. On May 14th, Origami Risk will return with a new session, "Future-Proofing Your Risk Program: Keeping Pace with Scale, Complexity, and Visibility." [1:34] On May 21st, GRC returns to present "Is Your Fire Protection Strategy Outdated? Emerging Risks Are Changing the Rules." [1:43] On May 28th, Zurich returns with "From Underwriting To Risk Management: What To Expect From The Growing Demand For Data Center Construction." Register for webinars at RIMS.org/Webinars or through the links in this episode's show notes. [1:58] Folks, RIMS is back on YouTube. Our handle is @RIMSOfficialChannel. We've got plenty of videos there, including RIMScast, RIMScast Canada video podcasts, and other informative and entertaining content from RIMS. Subscribe to the channel today! [2:16] RISKWORLD 2026 is underway in Philadelphia, Pennsylvania! If you are here or on your way, be sure to download the RIMS Events App. It is free and publicly available. This will help you set your agenda and provide ample navigation through the Philadelphia Convention Center. [2:36] RIMS has also released its RISKWORLD Playlist, available through Apple Music and Spotify. Whether you want to get in the zone before RISKWORLD or relive the energy after it, these official RISKWORLD Playlists are available to keep the energy going. [2:53] Links are in this episode's show notes. [2:57] On with the Show! This is our special Risk Manager of the Year episode of RIMScast! This year's honoree is Jeff Bray. [3:08] Jeff is the Senior Vice President and Head of Global Risk Management at Prologis, a global leader in logistics real estate, with 1.3 billion square feet across 20 countries on four continents, and more than 6,500 customers focused on moving goods around the globe. [3:24] That is a lot of responsibility for one person, but don't worry, he's got a mighty team who shoulder it with him. [3:31] We're going to learn all about his work, the leaps and bounds he's made over the last 20 years, his involvement with the Spencer Educational Foundation, and what it takes to succeed in an increasingly uncertain world. We're going to have a lot of fun! Let's get to it! [3:46] Interview! RIMS 2026 Risk Manager of the Year, Jeff Bray, welcome to RIMScast! [4:07] Justin and Jeff met recently for his profile in RIMS Risk Management Magazine. [4:14] This episode is released on Day 1 of RISKWORLD. When people are listening to this, they might be seeing Jeff onstage accepting his award. Jeff says, first and foremost, he is looking forward to RISKWORLD; the award is a nice cherry on top. [4:37] Jeff is 20 years into his career, and he has only missed a few RISKWORLDs. [4:45] Jeff joined AMB Property Corporation in 2005, not knowing anything about risk management and knowing only environmental insurance, a few weeks before Hurricane Katrina. It was trial by fire. Then, Hurricane Rita and Hurricane Wilma hit. It was a transformational year. [5:34] There were two years in a row of serious hurricanes affecting the property insurance market. The challenges AMB had experienced transformed the way the insurance and risk management program has been run ever since. [6:02] AMB merged with Prologis a few years later, following a great financial crisis that occurred in June 2011. [6:32] Jeff says Prologis is an owner of logistics real estate. They don't operate any of the buildings. Jeff's purview is the 1.3 billion square feet of real estate in 20 countries, with around 60,000 assets. [6:47] Prologis has a couple of billion dollars a year of development activity. They have a renewable energy business and a digital infrastructure. [7:32] Jeff says it's critical to see properties first-hand. Warehouses are different in different countries, and seeing them helps solve problems when they arrive. Early on, he attended a captive owners conference in Bermuda, and meeting many peers accelerated his learning. [9:03] Through serving the business, Jeff built trust with senior leaders and the board. Jeff started by figuring out what people wanted or needed and helped them achieve it. He built strong relationships with every group; he's in lockstep with legal, finance, and business teams. [10:33] Jeff's risk team has seven members. He also has two members of the corporate security team. He has worked hard to grow the team as needed. He sees an opportunity with technology to scale the team's capabilities to focus on critical tasks. He's grateful for the team's efforts. [11:49] Risk management is centralized at Prologis. They operate as a consistent global program. Jeff is in San Francisco, with team members in the Bay Area, Denver, and one in Dallas. [12:45] Jeff says he takes advantage of every crisis and pays close attention to every near-miss. It's a reminder that this is why what we do is important. Sometimes it's all hands on deck. What can we do differently next time? [13:35] One big near-miss was a fire that arose from customer operations in a building, which didn't amount to much because the sprinklers operated properly. Jeff participates in Prologis's global safety board. They pay close attention to anything like a contractor injury. [14:06] June is National Safety Month. The Head of Safety of Prologis's Development Team plans Safety Month activities. Every project and team member will be involved. It sends a good message. They make it very clear to every contractor they hire that safety is paramount. [14:49] Justin says the leader of the ASSP will soon be a guest on RIMScast. Safety should be observed every month. Jeff says in the past, safety was something they focused more on when something happened, but now it's ingrained in the way they operate. It's not treated separately. [15:44] Jeff reestablished Prologis's ERM program. His ERM Committee is a sounding board with seven or eight global leads. The members are the Head of Internal Audit, the Head of Info Security, and others, who work closely across the risk register to ask, "What are we missing?" [17:14] The challenge in reactivating the ERM committee was getting the relevance right. For the first meeting or so, they brainstormed. Now it's operating at the right frequency with the right dynamic input. It will continue to evolve in every meeting. [17:55] They meet annually with the Audit Committee, and some years they meet with the Board of Directors. It evolves from the day-to-day Risk Register, working with the business teams. The Audit Committee and the Board are very invested in what the ERM Committee does. [18:34] ERM at Prologis is tied to what's relevant to the CFO, the Chief Legal Officer, and other stakeholders. With the CFO, it's tied to earnings per share and net operating income impact. Jeff is always looking at what the business is looking to accomplish and how ERM can support it. [19:17] A Quick Break! The 2026 Florida RIMS Educational Conference will be held from July 28th through August 1st at the lovely Ritz-Carlton in Naples, Florida. A link to the event is in this episode's show notes. [19:40] Register now for the Second Annual RIMS Texas Regional Conference, to be held from August 10th through 12th at the Grand Hyatt on the San Antonio River Walk. Advance rates are available through June 5th. [19:55] The 11th Annual Chicagoland Risk Forum will return to the Old Post Office on Thursday, September 24th, 2026, in Chicago. Visit ChicagolandRiskForum.org for more information. [20:08] The RIMS Western Regional Conference will be held from October 4th through the 7th in Seattle, Washington. Registration is open, and you can also submit a session. Visit RIMSWesternRegional.com and the link in this episode's show notes for more information. [20:26] Save the dates October 18th through the 21st. That is when the 50th Annual RIMS Canada Conference will be held in Quebec City. Booth sales are already open. The call for educational sessions is open through May 8th. Early-bird registration will open in June. [20:44] Visit RIMSCanadaConference.ca for more information. Also, remember to check out RIMS.org/Canada for our spinoff show, RIMScast Canada, hosted by National Conference Committee Chair, Aaron Lukoni. [20:59] Check RIMS.org for an announcement about the RIMS ERM Conference 2026. It will be up soon! [21:07] Let's Return to Our Interview with RIMS 2026 Risk Manager of the Year, Jeff Bray! [21:24] Justin asks what Jeff loves about RISKWORLD. Jeff loves the people, the interactions in the hallways, even when racing from session to session, and meeting to meeting. There's no better place to meet people and build meaningful relationships over the years. [21:45] Jeff says there's no better place to get apprised of what's coming up in the risk industry and reconnect with our most important relationships. [22:17] Jeff says RISKWORLD is a connection point where a group of risk professionals from around the country can get together. [22:31] Jeff's team members, the Head of Risk and the Head of Claims, have attended RISKWORLD for the last few years. [23:07] Justin asks about cross-functional risk management. Jeff says that he can't imagine a problem crossing their desk that Risk Management can solve solely by themselves, figure out, and move on. Generally, they will engage Legal, HR, and the Business Teams. [23:28] Jeff says that's hugely important to be able to solve problems effectively, and in a way that enables the business. [23:55] Jeff thinks the perspective on risk has changed over time. The needs have changed over time. At the beginning of his time at AMB and Prologis, there was a focus on insurance because they were expanding to new countries and standing up a global program. [24:17] Within 90 days, Hurricanes Katrina, Rita, and Wilma hit, and Jeff was learning about disaster recovery and response. He saw the teams in action and how it can be a competitive advantage if they can get their properties up and running quicker than someone else. [24:37] That's absolutely a competitive advantage to Prologis, and that's been in their DNA ever since. [24:53] Justin asks about Jeff's dashboard. It's a Claims dashboard, created by the Claims team, so Jeff can look at the Claims activity every day. [25:16] Jeff says Prologis retains a bunch of risk itself. It's Prologis's money. It concerns not only Jeff, but also the Finance Team and others. None of them likes surprises. Jeff manages it like a business, managing actual claims against the forecast. [25:53] Jeff says it's been phenomenal. He's asking for more dashboards! [26:08] Jeff discusses the impacts of technological innovation on his role. One of the biggest pieces was onboarding Archipelago, a tool to intake Statement of Value information and other property characteristics and deliver it to an insurance company in a reliable and verifiable way. [26:33] Jeff says during that period, they went through $40 to $50 billion of acquisitions, so Archipelago was a game-changer in a way that insurance companies couldn't believe. [26:48] Prologis would bring on a portfolio in September and was ready for its December renewals with the full Schedule of Values. Jeff says it was about, "What questions am I asking myself, and how do we solve for that?" [27:03] Jeff was looking beyond the Cap Modeling results to what other information he could get out of the data, from the newness of the assets, different specifications, and different protections in place, and quantifying that in a way that was meaningful for the insurers. [27:25] When Prologis onboarded Archipelago, there weren't any other systems available to do what was needed. They were developing something that hadn't been in place yet. Prologis was part of the development team. [27:43] Jeff says the Claims dashboard is driven by Origami, which has been an important partner of Prologis. [27:55] Prologis has always been focused on the combination of good data and leveraging technologies to interpret that data. That's been very important to Prologis. [28:15] Another Quick Break! The Spencer Educational Foundation's Risk Manager on Campus application period is now open, and it will close on June 30th. Grant awardees, colleges, and universities are typically notified in September. [28:42] The Course Development Grant application deadline for Interval Number 2 will be on June 15th, 2026. Award notifications will be sent out in late July. [28:57] General Grant applications will open on May 1st, 2026, and the application deadline is July 30th. Internship Grant applications open on August 15th and close on October 15th. [20:08] Links to each of these grants are in this episode's show notes. Visit SpencerEd.org for more information. [29:17] Let's Conclude Our Interview with RIMS 2026 Risk Manager of the Year, Jeff Bray! [29:43] Jeff says the younger risk professionals are absolutely more well-versed in technology. The challenge is not to let technology become more important than understanding the basics of the business. [30:00] Jeff says you still need to understand what that policy says and what the submission process looks like, so you can get the right outcomes out of the technology. Most of the folks Jeff works with are younger than he is. [30:21] Jeff says what they're doing with AI, dashboards, and other insights is super impressive. They balance that with learning the fundamentals. [30:47] In a new risk professional, Jeff looks first for curiosity and questions. When Jeff hit stagnant parts of his career, he had stopped asking questions, so today, he asks a lot of questions. Curiosity is key to investigating what's happening in the company to solve problems. [31:18] Jeff says connecting the dots is something he still works on today. We live in a complex world. There's generally not one threat or risk that operates in a silo. Risks are connected. Someone who can understand how different risks might be interconnected will be critical. [31:43] Jeff says that being hungry, learning, and striving to do more than the person who started next to you is more important than ever. [32:06] Jeff says polycrisis is an interesting term, and he fully believes in it. He spends a fair amount of time thinking about what he has control over and what he doesn't have control over. Jeff says Prologis doesn't let the polycrisis drive its strategy on a day-to-day basis. [32:45] Jeff says awareness is key, and knowing how you can respond as an organization. [33:02] On mitigation and navigation, Jeff says, it's like being on defense versus offense. Risk mitigation works if it's a very simple solution. Putting a floodwall in a building to prevent flooding is a great mitigation.  [33:15] Most risks are not that simple, and they require navigation. They require keeping options open and multiple solutions. Navigation lends itself to how risks evolve and how we respond to those risks. [33:40] Jeff says Prologis is an owner of 1.3 billion square feet of real estate, with two to three percent of the world's GDP flowing through its buildings. Supply chain resilience is key. Prologis focuses on climate risk, but Jeff wants to look at it from more of a resilience perspective. [34:04] Jeff's perspective is about what Prologis should be worrying about, and how that affects how they build a building and how they operate an asset. Climate risk is front-of-mind to this day for many of Prologis's investors. [34:17] Investors want to know what Porlogis is doing about things and how they are looking at exposures. So Prologis has always tried to be on the front end of that discussion with investors. The decisions Prologis makes just need to make good business sense. [34:41] As long as Prologis can communicate, this is a concern, and this is how it translates into a business impact or impacts performance. That remains key, and we are in an environment that is evolving in frequency and severity. It's something Prologis pays close attention to. [35:16] Solar panels are part of Prologis's sustainability goals. Thicker rooftops are needed. Solar panels affect how air conditioning is used and the temperature levels within a building. It affects how Prologis might construct the building to have a better working environment. [35:51] Jeff says it all ties together, which comes back to a more resilient and better-performing portfolio. [36:00] Justin asks about earthquake resilience for new construction. Prologis has a lot of property on the California coast and has been focused on earthquake risk for the life of the company, doing voluntary retro-fittings and seismic upgrades. [36:33] That's not to get reduced insurance premiums but to take steps to reduce interruptions that may occur for Prologis's customers' activities when an earthquake does arise. It's about taking Prologis's objectives and aligning them with the business, not to save premiums. [37:16] Jeff is very excited by the level of abilities he sees in college students. He was recently at Old Dominion for Risk Manager on Campus. This industry has an amazing amount of opportunity. Risk is at the crossroads of finance, operations, legal issues, and HR. [38:27] Jeff's words to students and aspiring risk professionals: "There's an incredible amount of opportunity. What risk strategy means today is very different than what it meant 15 years ago. It's a hidden gem of an industry, still today." [38:44] Justin congratulates Jeff on being named RIMS Risk Manager of the Year 2026. Nobody accomplishes anything by themselves. Is there anyone you want to thank? Jeff says thanking a whole host of folks might take its own podcast. [38:59] Jeff thanks his team across Risk, Resilience, and Claims, and the deep bench of external risk advisors, from broker placement to consulting, technology partnerships, and the insurers. He couldn't do this without all of those team members. He's very grateful for it all. [39:49] Justin says, I look forward to meeting you and seeing you up onstage and cheering you on. I hope we can continue to stay in touch because you've got so much knowledge to share with the global risk community, here through RIMScast. Thank you so much for your time! [40:16] Special thanks again to Jeff Bray, the 2026 RIMS Risk Leader of the Year. We are delighted for him and congratulate him once again. Be sure to check out last week's episode, featuring RIMS Rising Risk Professional, Tyler Vaughan. [40:32] In May, we intend to have Honor Roll Awardee, Emily Buckley, back on RIMScast. Check RIMS Risk Management Magazine for the Awards Digital Edition, which also features profiles on the Chapters of the Year and other special awards. More winners will be on RIMScast in 2026. [40:55] I hope everyone who's listening in Philadelphia at RISKWORLD is having a blast! Next week's episode will feature interviews recorded live while in Philadelphia. Let's relive the magic! [41:08] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [41:37] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [41:55] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [42:13] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [42:29] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [42:43] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [42:55] Practice good risk management, stay safe, and thank you again for your continued support!   Links: RISKWORLD Playlists:

Muy buenos días, hablemos del suceso más importante de este fin de semana, el tiroteo en la cena de corresponsales de la Casa Blanca. Irán habría ofrecido un acuerdo a EE. UU. para reabrir el Estrecho de Ormuz, la economía de México profundiza su debilidad, se abre la posibilidad de menos aranceles para México y Canadá. Las ofertas de Prologis y Fibra MTY por Macquarie.  Petro fue a Venezuela y se abre el camino para recuperar la independencia del banco central. El Dr. Simi ahora lanza sus Crocs.Días ocho de 15 para votar por La Estrategia del Día en los Spotify Podcast Awards. ¡Vota aquí! https://open.spotify.com/playlist/37i9dQZF1DWXhF7LvcCzpf?si=8sICN4uMTwuUdwqibbVxBgPresentado por Unilever | Conoce la estrategia multi-marca de Unilever para capitalizar el mayor evento global del fútbol aquí.

CEO of Prologis Dan Letter joins "Bloomberg Businessweek Daily" to talk about the state of global logistics, shipping, and data centers from his company's perspective.See omnystudio.com/listener for privacy information.

Site internet : https://www.prologis.fr/

What does it take to build one of the most powerful real estate companies in the world?In this episode of the Matthews Mentality Podcast, Hamid Moghadam — Co-Founder and Executive Chairman of Prologis — shares how he went from immigrating to the United States as a teenager to leading the world's largest logistics real estate company.Under Hamid's leadership, Prologis grew into a global powerhouse spanning nearly 1.3 billion square feet across 20 countries, with an estimated 3% of global GDP flowing through its facilities annually We discuss:How Prologis became the largest logistics real estate company in the worldThe 42-year journey from startup to S&P 100 CEOSurviving the Savings & Loan crisis and the 2008 Global Financial CrisisTime Stamps:00:00 112 Earnings Calls & the Habit That Built a Career: Responsiveness00:55 Meet Hamid Moghadam & Prologis: The Logistics Real Estate Giant03:18 Why Vegas? Transitioning from CEO to Executive Chairman04:46 Industrial Real Estate 101: What Really Happens Inside Warehouses07:28 Growing Up in Pre-Revolution Iran & Early Education Abroad12:16 MIT at 16, Stanford MBA, and the Revolution That Changed Everything15:08 Starting Over in America: Loss, Rejection, and Landing the First Job20:58 Founding AMB: Bootstrapping, Early Deals, and Building a Reputation25:37 Why Industrial Won: Funds, Cycles, and the Road to Going Public33:30 IPO Reality Check & Leadership Lessons: Work-Life Balance to ‘Enduring Excellence'43:06 Three Phases of Leadership: Paranoia, ‘Scared & Not in Control,' and What Comes Next46:38 Stage 3 Growth: Building a Real Management Structure47:13 Betting on E‑Commerce: Exiting Retail & Doubling Down on Logistics49:39 Surviving the GFC: Stock Crashes, Leverage Shock & Raising Equity53:27 The Prologis Merger: The Phone Call, Fast LOI & Analyst Doubts55:30 Napa Dinner Secrecy: The Awkward Investor Encounter57:56 Hardest CEO Moment: 2008 Layoffs and Hypergrowth Whiplash59:53 CEO Reality Check: Bad News, Imperfect Info & Personnel Calls01:01:19 Culture as the Moat: Survivor Bias, Team Accountability & Consistency01:03:24 Merging Cultures: Values First, Then Structure (AMBs vs Prologis)01:06:20 Biggest Leadership Mistake: Backing the Wrong Leader Too Long01:08:13 Stepping Down After 42.5 Years: What He'll Miss (and Won't)01:12:19 The Responsiveness Habit: Email, Respect & No Out‑of‑Office01:14:23 Work, Family & Partners: Weekends, a Great Spouse, and Co‑Founders01:17:26 Advice for Entrepreneurs: Find White Space in a More Efficient Market01:19:11 Next Frontier: Data/AI in Real Estate—A ‘Bloomberg of Goods'01:22:17 How to Build a Portfolio Today: Supply Constraints & Fortress Locations01:24:21 Closing Thoughts: Social Media, Mentoring Limits & Final Thanks

Leaders today face a critical AI dilemma: move too quickly and risk producing low-quality "work slop," or move too slowly and sacrifice a crucial competitive edge in innovation. But one global real estate powerhouse, managing 3% of the world's GDP, has successfully navigated this tightrope for nearly three years, offering a proven model for enterprise AI adoption. In this episode, Prologis CHRO Nathaalie Carey reveals how the company solved this dilemma with an "innovation first" strategy, a journey that began by deploying an enterprise version of ChatGPT well ahead of the curve. Prologis achieved this by deliberately empowering its workforce, intentionally prioritizing widespread innovation over premature governance. By providing direct access to tools, supported by strategic training, the company drove 95% adoption rate and sparked over 1,000 crowdsourced custom GPTs. Carey explains how the company built trust by reframing AI as a "bargain" to trade mundane tasks for high-value strategic work. She also details the company's evolution from using AI for basic information gathering to utilizing it for complex decision-making and upcoming "agentic AI" workflows for processes like underwriting and background checks. Carey argues that as AI becomes a "great equalizer" for technical skills, the true competitive advantage lies in balancing technological speed with authentic human connection and the power of human imagination. ---------- Start your day with the world's top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email: ⁠⁠https://greatleadership.substack.com/ Stop patching problems and start designing an intentional workplace. The 8 Laws of Employee Experience gives you the how. Order your copy: 8EXlaws.com

Melinda McLaughlin, global head of research at Prologis, Inc. (NYSE: PLD), joined the REIT Report to review major supply chain trends expected for 2026. McLaughlin discussed the performance of international logistics markets, the impact of e-commerce on leasing demand, the growing power needs of logistics facilities, emerging trends in defense-related demand, and the challenges faced by the trucking industry. The conversation highlighted the need for adaptability in supply chains as companies navigate a changing landscape. “I think there's an acknowledgement that supply chains need to be adaptable rather than continue to wait for perfect information. And I think that's really going to shape a return to normal in a lot of different spheres of the logistics real estate market,” McLaughlin said.

When it came time to pick our holiday bonus episodes, Tim Arndt quickly came to mind. Few companies sit at the crossroads of as many 2025 storylines—tariffs, data centers, and AI—as Prologis. In our February conversation, Tim walked us through a “merger of equals” that reset leadership, the capital-markets discipline that followed, and why logistics is about “atoms, not electrons.” He tells us Prologis oversees roughly 1.3 billion square feet across 20 countries, with nearly 3% of global GDP touching its facilities. From post-GFC balance-sheet rigor to new rooftop energy and mobility plays, this one captured listeners' attention—and still feels timely. Enjoy this rerelease of one of our most-played episodes of the year.

Chris Caton of Prologis (PLD) discusses the company's business, financials, and supply chain management into 2026. He predicts that next year, U.S. gateway markets will rebound sharply, global logistics markets will outperform the U.S., freight costs will rise sharply, and power-ready facilities will become essential, among other factors. E-commerce is driving “20% of new leasing,” he adds.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

COP30, now getting under way in Belem, Brazil, has been billed as “the implementation COP”, which means a focus on governments taking real steps to achieve the goals of the Paris Agreement. We will be examining all the key issues for government negotiators in the talks very soon. But for this show, we are looking at the role of business. At New York Climate Week in September, the discussion was all about how businesses are facing up to the challenges of meeting growing demand for energy while also curbing emissions. With the rise of AI and broader electrification trends driving up power demand in some places at rates not seen for decades, sustainability goals are under pressure. Will companies abandon them? Or are they just finding new ways to decarbonise while keeping things going? Two companies in very different industries but both focused on similar goals, are Prologis and Trane. First up, host Ed Crooks speaks to Susan Uthayakumar, Chief Energy and Sustainability Officer at Prologis. She explains how the world's largest logistics real estate company is turning its vast rooftop space into a decentralized power network. It is building on-site solar, storage, and microgrids to keep global supply chains resilient, while generating new revenue streams.Then, Holly Paeper, President of Commercial HVAC for the Americas at Trane, describes how cooling systems are becoming a cornerstone of sustainable infrastructure. From AI-driven optimisation to data centres that can heat Olympic swimming pools, Holly talks about ways to reinvent thermal systems to reduce energy waste, enable grid flexibility, and turn buildings into active contributors to their communities.For all the breaking news and insight from COP30, follow Energy Gang wherever you get your podcasts. Expect our top team of energy experts, plus leaders from the worlds of business, finance and policy, as we break down what you need to know from the opening week of the talks.Got power? At HiTHIUM, we make sure the answer is always YES. Ranked Top 2 globally in battery shipments for 2025.HiTHIUM delivers safe, reliable, and profitable energy solutions that keep the clean energy transition powering forward. Let green energy benefit all. Trusted worldwide. Built to last.Reach out and let's talk energy that works - for good!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Bill interviews Susan Uthayakumar, Chief Energy and Sustainability Officer of Prologis, the global leader in logistics real estate.

In this week's Clean Power Hour live, Tim Montague and co-host John Weaver were joined by Wes Hersche, Director of Enterprise Sustainability at Prologis, to explore how the world's largest logistics real estate company is transforming 1.3 billion square feet of rooftop space into clean energy assets. They discuss Prologis' ambitious push toward their first gigawatt of solar, innovative approaches to enterprise sustainability including microgrids and geothermal solutions, and how on-site generation remains compelling despite regulatory headwinds.Episode highlights:Prologis is nearing their first gigawatt of on-site solar installations across their 1.3 billion square feet of logistics real estate in 20 countriesThe company is targeting 2 gigawatts of solar by 2030 while expanding into battery storage, EV charging infrastructure, and microgrids for major clients like Amazon and WalmartCommunity solar developments are being explored as a way to serve customers who can't install on-site solar due to structural or operational constraintsGeothermal solutions including deep geothermal (4,000-15,000 feet) and ground-source heat pumps from companies like Bedrock Energy are being evaluated for heating and cooling optimizationTheir EV depot project in Torrance, CA, serves as a model for freight electrification, enabling 96 trucks to charge concurrently, supported by 18 MWh of backup storage. (Source: Prologis)With their "power as a platform" approach, Prologis is not just installing solar panels on warehouse rooftops; they're creating comprehensive energy ecosystems that include battery storage, EV charging, microgrids, and emerging technologies like geothermal and non-combustive generators. Wes Hersche's insights reveal that despite industry headwinds and regulatory uncertainty, the fundamental economics of on-site generation remain compelling for enterprise customers pursuing sustainability goals. Connect with Wes HerscheLinkedIn: www.linkedin.com/in/herche/Website: www.prologis.com/ Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

On this week's Labor Radio Podcast Weekly: The Line on record-breaking membership growth; Talk the TAUC on bridging labor and tech in megaprojects; Work Week Radio covers a protest against Amazon's landlord Prologis's plan to build a massive E-Commerce warehouse in the San Francisco Bayview neighborhood; Boiling Point investigates ICE and its pattern of unlawful and problematic behaviors; The Flight Deck explores how the new United pilot uniform came to life. Help us build sonic solidarity by clicking on the share button below. Highlights from labor radio and podcast shows around the country, part of the national Labor Radio Podcast Network of shows focusing on working people's issues and concerns. @labormedianow @UnitedPilots #LaborRadioPod @AFLCIO Edited by Patrick Dixon, produced by Chris Garlock; social media guru Mr. Harold Phillips.

In this episode of Logistics Business Conversations, host Peter MacLeod engages with Paul Weston, Regional Head at Prologis UK, to explore the evolving landscape of logistics infrastructure. The discussion centers on Prologis' strategic initiatives to meet the current and future needs of warehouse occupiers. Paul highlights Prologis' significant role in the UK, where 2.5% of the nation's GDP flows through their facilities. The conversation delves into the company's flagship project at the Daventry International Rail Freight Terminal (DIRFT), a multimodal logistics hub that exemplifies sustainable development with its 100% electric, BREEAM Outstanding-rated buildings. Hosted on Acast. See acast.com/privacy for more information.

This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, you can find it here.  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. ~*~ You can get a free trial to AlphaSense through this link here and read 200k+ Expert Call Interviews. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro, Casey's (2:26) — Financial news (6:23) — TSMC (10:46) — Prologis (14:37) — CoStar (20:18) — LVMH (21:30) — Spotlight  -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Luis Belmonte is a founding partner of Seven Hills Properties and one of the original executives behind AMB Property Corporation, now known as Prologis—the world's largest industrial REIT. Over his expansive career, Luis has developed more than 18 million square feet of warehouse space across the U.S., Mexico, Japan, and Singapore. A Navy veteran, industry thought leader, and author of several real estate books, Luis brings a unique blend of grit, global experience, and wisdom that only decades in the trenches can produce.   In this episode of the Massive Passive Cashflow Podcast, Luis shares the defining moments that shaped his career—from post-Vietnam beginnings and navigating one of the largest bankruptcies in U.S. history, to becoming a pioneer in industrial development and launching his own firm focused on low-income housing and neighborhood retail. With candor and humor, Luis walks us through what really works in real estate, the lessons learned from scars earned, and how to position yourself to thrive—especially during downturns.   What You Will Learn:   Who is Luis Belmonte, and how did he go from finishing rehab jobs for friends to becoming a top U.S. developer? The strategy behind scaling 18 million square feet of industrial development across multiple countries How Luis navigated one of the largest real estate bankruptcies in U.S. history—and came out wiser Why Seven Hills Properties was built to own and operate deals, not just chase capital The Walgreens playbook: how they built and sold 30 drugstores to create long-term equity How to survive and thrive through seven recessions by building for resilience What investors and developers need to understand about political influence in low-income housing Links & Resources:   Email: LBelmonte@7hp.com Website: http://www.7hp.com/ Phone Number: (415) 845-2199   Books by Luis Belmonte: Street Dog Manager:  https://a.co/d/4WQ0yOz Street Dog MBA: https://a.co/b4hJQ8K Street Dog Negotiator: https://a.co/hIQat3M   Attention Investors and Agents: Are you looking to grow your business? Need to connect with aggressive, like-minded people like yourself? We have the tools, knowledge, and coaching to help you thrive and positively impact your bottom line.

Prologis owns 1.3 billion square feet of real estate, handling nearly 3% of the global economy. How do you lead B2B customer experience at that scale and secure your position in the future economy? This week on The Modern Customer, Scott Marshall, Chief Customer Officer at Prologis, shares how he drove the service model transformation surrounding industrial real estate (moving beyond "four walls and a roof") to build a strategic partnership with the global supply chain. Episode Highlights: ▶️ The CX Transformation: The strategic shift from property maintenance to the "REX Manager" (real estate CX) role, prioritizing customer success and service recovery. ▶️ The 80% Rule: Scott's leadership hack: why he deliberately over-indexes 70-80% of his time on customer-facing initiatives. ▶️ Future-Proofing with AI: Using machine learning to predict customer sentiment and plan for 2027 and beyond. ▶️ Managing Crises: How to calm the storm during a "poly-crisis" (geopolitical issues, disasters, etc.) by maintaining exceptional responsiveness. Learn how to integrate CX, AI, and strategic operations into a single engine for scalable growth. Tune in now!  Blake Morgan is a customer experience futurist, keynote speaker, and author of three books on customer experience. Her new book is called The 8 Laws of Customer-Focused Leadership: The New Rules for Building A Business Around Today's Customer. Follow Blake Morgan on LinkedIn For regular updates on customer experience, sign up for her weekly newsletter here. 

Con su director general, Cristian Oller.

Hablamos sobre la marcha de la empresa y sus próximos proyectos con Cristian Oller, director general de Prologis España.

En este nuevo episodio de Rodcast, conversamos con Héctor Ibarzábal, director general de Prologis México y consejero de la AMPIP (Asociación Mexicana de Parques Industriales Privados), sobre el presente y el futuro de la industria logística e inmobiliaria en México.Héctor nos comparte una visión privilegiada desde el interior de una de las empresas líderes globales en bienes raíces industriales, así como su experiencia impulsando el crecimiento sostenible de parques industriales en el país.Si quieres entender cómo se está reconfigurando el panorama industrial mexicano, cómo atraer inversión extranjera y cuáles son los retos y oportunidades clave en esta nueva era para la infraestructura, este episodio es para ti.

Bonus Episode for Aug. 1. Logistics companies that deliver the goods you use everyday are grappling with rapid shifts in freight demand due to President Trump's trade war. Warehouse operator Prologis, trucking giant J.B. Hunt and parcel carrier United Parcel Service are also still dealing with a yearslong slump in freight demand following the pandemic. Elsewhere in the industry, railroad giants Union Pacific and Norfolk Southern plan to merge in a deal that would create the first coast-to-coast rail operator in U.S. history. WSJ reporter Esther Fung discusses what companies are saying in earnings reports and analyst calls. Liz Young hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings reports and analyst calls to find out what's going on under the hood of the American economy.Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bonus Episode for Aug. 1. Logistics companies that deliver the goods you use everyday are grappling with rapid shifts in freight demand due to President Trump's trade war. Warehouse operator Prologis, trucking giant J.B. Hunt and parcel carrier United Parcel Service are also still dealing with a yearslong slump in freight demand following the pandemic. Elsewhere in the industry, railroad giants Union Pacific and Norfolk Southern plan to merge in a deal that would create the first coast-to-coast rail operator in U.S. history. WSJ reporter Esther Fung discusses what companies are saying in earnings reports and analyst calls. Liz Young hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings reports and analyst calls to find out what's going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of All In - The Sustainable Business podcast finds Chris, David, and Mark in conversation with Suzanne Fallender, Vice President of Global Impact and Sustainability at Prologis. Prologis is not a household name, but its impacts on commerce globally are astonishing, with nearly 3% of global GDP flowing through its "Logistics Real Estate" (warehouses — and more — in layperson's terms) annually. Suzanne describes what the company is doing to achieve net zero by 2040, how it is effectively embedding sustainability across the company, and its remarkable culture of giving back. 

On the 53rd episode of Enterprise AI Innovators, hosts Evan Reiser (Abnormal AI) and Saam Motamedi (Greylock Partners) talk with Sineesh Keshav, Chief Technology Officer at Prologis. With over 1.3 billion square feet under management and over 8 billion in revenue, Prologis is the world's largest logistics real estate company. In this conversation, Sineesh shares his perspective on how Prologis drove 95% company-wide adoption of generative AI through personal productivity use cases. He also discusses the future of SaaS as enterprises begin to take greater ownership of their data and AI models, and how AI is enabling a shift from static infrastructure to dynamic, self-optimizing supply chains.Quick hits from Sineesh:On understanding build vs. buy with AI: "If everyone has access to the latest, greatest models, which should be our assumption, then the only thing that differentiates your company is your data, and how you use it. And anything that touches proprietary data should be built internally.”On the importance of enterprise AI strategy: "This isn't something you can afford to sit out. There's a minimum investment every company needs to make—don't skimp on licenses; don't wait to see how it shakes out. Make it accessible, find champions, and start now.”On how AI empowers employees: "At the most basic level, it's a productivity driver. Some people use it to proofread emails, others use it to summarize a 40-page memo, or draft that memo entirely. Every employee can use it in completely different ways—and that's exactly the point.”Recent Book Recommendation: When Breath Becomes Air by Paul Kalanithi--Like what you hear? Leave us a review and subscribe to the show on Apple, Google, Spotify, Stitcher, or wherever you listen to podcasts.Enterprise AI Innovators is a show where top technology executives share how AI is transforming the enterprise. Each episode covers the real-world applications of AI, from improving products and optimizing operations to redefining the customer experience. Find more great insights from technology leaders and enterprise software experts at https://www.enterprisesoftware.blog/ Enterprise AI Innovators is produced by Josh Meer.

Podcast del programa Imagen Empresarial transmitido originalmente el 21 de junio del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: Brian Rodriguez Ontiveros, analista Bursátil en Monex Tema: 1- ¿Qué esperar de los mercados accionarios, tras la escalada de tensiones geopolíticas? 2- Agenda económica más relevante para la semana del 23 al 27 de junio. Entrevista: Héctor Ibarzábal, director general de Prologis y consejero de la AMPIP (Asociación Mexicana de Parques Industriales Privados) Tema: Inversiones en Parques Industriales

The San Francisco Planning Commission is considering the city's largest industrial redevelopment deal in over a decade in the Bayview District. It's being called the Gateway Project, and for more, KCBS Radio news anchor Margie Shafer spoke with KCBS Insider Phil Matier.

What You'll Learn:Why orchestration platforms are the future of 3PLs, and how they outperform legacy WMS systems.The real ROI of small automation solutions for 3PLs with low upfront costs.How to evaluate fulfillment tech and avoid costly pilot mistakes.What the Greenfield vs. Brownfield debate means for your automation strategy.Why incremental scaling is the best approach for implementing automation in 3PLs.How AI and robotics are transforming the supply chain and fulfillment operations.Key takeaways from Promat and other industry conferences on next-gen warehouse tech. Highlights: [00:00:00] – Introduction to the episode & guest introductions[00:06:13] – The evolution of decision-making with AI[00:10:30] – Why orchestration-first is replacing WMS in modern warehouses[00:13:52] – Evaluating fulfillment tech and avoiding common pitfalls[00:18:10] – The ROI of small-scale automation for 3PLs[00:30:00] – Greenfield vs. Brownfield for automation—where should you start?[00:34:32] – Closing thoughts on smart scaling and what's next for 3PLsQuotes: [00:06:39] “So I can spend 10%, 15% of my time compiling, and theoretically 80% of my time thinking. And that's going to be a game changer for us as an industry.” — Will O'Donnell[00:10:56] “The warehouse of the future is automation, robots, and an orchestrator. Not just a WMS.” — Erhan Musaoglu[00:19:18] “Innovation happens when you remove constraints. And a lot of constraints are self-imposed.” — Will O'Donnell[00:27:00] “Don't underestimate the simple solutions that are usually the best.” — Marv Cunningham  About the Guests: Will O'Donnell — Global Head of Corporate Development at Prologis & Managing Partner of Prologis Ventures. Will leads investment into emerging supply chain tech with a macro lens on real estate and fulfillment convergence. https://www.linkedin.com/in/will-odonnell-553aa0a/Marv Cunningham — Global Head of Operations, Essentials at Prologis. Formerly of Amazon and GXO, Marv brings deep operational expertise and a track record of warehouse optimization at scale. https://www.linkedin.com/in/marvcunningham/Erhan Musaoglu — CEO of Logiwa. A serial WMS builder, Erhan now focuses on orchestration-first fulfillment software that integrates robotics, AI, and warehouse logic. https://www.linkedin.com/in/erhanmusaoglu/ Subscribe and Keep Learning!If you're a logistics leader looking to scale sustainably, don't miss out! Subscribe for more expert strategies on tackling modern supply chain challenges.Be sure to follow and tag the eCom Logistics Podcast on LinkedIn and YouTube

NAIOP SoCal's CREative Talk with Tim Jemal dives deep into the journeys of CRE leaders and legends. The podcast is packed with insights and inspiration on the boundless possibilities of commercial real estate. In the latest episode, Tim is joined by Megan Creecy-Herman President West Region, Prologis.

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Trump mag die FED nicht. Börse mag den Streit nicht. DHL liefert nicht. Tesla produziert nicht. Prologis sieht sich als Profiteur der Zölle. CATL überholt BYD. Huawei liefert bald KI-Chips. Adani baut Rechenzentren. Bitcoin und Gold steigen. Novo Nordisk (WKN: A3EU6F) hat sich in den letzten Monaten mehr als halbiert. Ist ein Investment hier ein No-Brainer? Tenet Healthcare (WKN: A1J5US) ist der Traum eines jeden McKinsey-Beraters. Krankenhäuser verkaufen. Ambulante Zentren eröffnen. Die Folge: Mehr Umsatz, mehr Flexibilität, weniger Kosten. Diesen Podcast vom 22.04.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

As earnings season picks up, we're starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariffs. (00:21) Jason Moser and Matt Argersinger discuss: - Everything that's been going on over the past few weeks, and how tariff anticipation is playing into consumer behavior. - Earnings results and macro commentary from United, Bank of America, Goldman Sachs, JP Morgan, and Prologis. (19:11) We're entering the age of sophisticated robotics. Daniela Rus – author of The Heart and The Chip and The Mind's Mirror – talks through the nature of developing truly autonomous robots, and how most cutting edge robotics work gets funded. (33:31) Jason and Matt break down two stocks on their radar: Alphabet and Ryman Hospitality Properties Stocks discussed: UAL, BAC, JPM, PLD, GOOG, GOOGL, RHP Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Daniela Rus Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia built a chip to comply with American export rules. This week, those rules changed. Markets reacted dramatically, but chances are that the $2.5 trillion chipmaker can stand the hit. (00:21) Anthony Schiavone and Mary Long discuss Nvidia's $5.5 billion charge and earnings from Prologis. Then, (12:31), Ricky Mulvey talks with Kevin Simzer, COO of Trend Micro, about AI's impact on the cybersecurity space. Companies mentioned: NVDA, PLD, AOT Host: Mary Long Guests: Anthony Schiavone, Ricky Mulvey, Kevin Simzer Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

China is said to be open to talks if US President Trump shows respect, via Bloomberg sources; China wants Trump to rein in cabinet members and show consistency; wants US talks to address concerns on Taiwan and sanctions.White House said over 15 trade deal proposals are being considered and some could be announced soon.European indices downbeat, but some upside seen on source reports that China is open to talks, albeit with conditions; ASML -5% after poor Q1 results amid trade uncertainty.US equity futures lower and NQ underperforms with NVDA down 5.9% after it expects a USD 5.5bln hit due to export controls.USD is softer vs. G10 peers. Support from a conciliatory trade report proved to be fleeting.Fixed is underpinned by the risk-off tone, though off best given the latest China sources.Crude reverses losses on China sources, base metals hit on US' critical mineral investigation; gold tops USD 3,300/oz.Looking ahead, US Retail Sales, NZ CPI, BoC Policy Announcement, Speakers including Fed's Powell, Cook, Hammack, Logan & Schmid, BoC's Macklem & Rogers, Supply from the US.Earnings from US Bancorp, Abbott, Progressive, Travelers, Prologis, Autoliv, Citizens, First Horizon, Alcoa.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US bourses finished mixed with futures thereafter pressured after NVIDIA flagged 5.5bln of charges.White House said over 15 trade deal proposals are being considered and some could be announced soon.DXY gave back some of Tuesday's strength, EUR/USD back above 1.13 and Cable above 1.3250 into UK CPI.USTs paused for breath after gains sparked by Treasury officials, Bunds rebounded and JGBs retested 141.00Crude benchmarks lackluster, XAU hit another record high while base peers followed the risk tone lowerLooking ahead, highlights include UK CPI, US Retail Sales, NZ CPI, BoC Policy Announcement, Speakers including Fed's Powell, Cook, Hammack, Logan & Schmid, BoC's Macklem & Rogers, Supply from Germany & US.Earnings from Heineken, US Bancorp, Abbott, Progressive, Travelers, Prologis, Autliv, Citizens, First Horizon, Alcoa, Barratt Redrow, Moncler, Brunello Cucinelli & Lindt.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode of the Industrial Advisors podcast, Bill Condon and Matt McGregor review the significant market trends of Q1 2025 and offer projections for Q2. They discuss the strong return of capital markets, notable deals, and fluctuating vacancy rates across various submarkets such as South Seattle, Kent Valley, and Pierce County. The podcast also covers large tenant move-ins and move-outs, increases in port activity, and a bullish outlook on investment sales. The episode provides a detailed analysis of market dynamics that influence industrial real estate, investor sentiment, and future expectations.   00:00 Market Rebound and Q2 Outlook 00:43 Introduction to the Podcast 00:47 Q1 2025 Review: Dynamic Factors 00:59 Capital Markets and Absorption Trends 02:25 South Seattle Vacancy and Market Rates 03:23 Market by Market Statistics 07:34 Investment Sales and Market Activity 09:53 Conclusion and Future Outlook   You can find every episode of this show on Apple Podcasts, Spotify or YouTube, For more, visit industrialadvisors.com

Tim Arndt still remembers the urgency in the air when AMB Property Corporation decided to merge with Prologis at the height of the financial crisis. It was, as he describes, “a merger of equals,” but Arndt tells us that, in the end, it was the legacy management of AMB that would lead the newly formed Prologis.The “equal” nature of the deal belied a deeper reshuffling of leadership, with AMB's team rising to steer the new entity and Arndt finding himself on the CFO path.Fresh from this integration, Arndt tells us, he learned one of his most valuable lessons: staying agile and raising your hand for new opportunities is critical when your environment is in flux. He found himself immersed in evolving structures, from investor relations to strategic funding, honing a flexible leadership style that balanced risk management with forward-thinking vision.Today, as CFO of Prologis, Arndt credits this experience for shaping his strategic mindset. By leaning into the complexities of merging companies—where cultures, processes, and people collide—he discovered that strong financial leadership isn't just about spreadsheets and metrics; it's about stewarding a newly formed organization toward stability and growth. That early trial taught him to embrace change rather than fear it, which is precisely how he continues to guide Prologis into future opportunities.

Honored to be joined by Doug Kiersey again as we jump into Doug provides insights on current valuation trends, interest rates, and market dynamics. He notes that although interest rates have stabilized around 4.25%, the spread between industrial cap rates and treasury yields remains narrow, compelling investors to rely on rent growth rather than appreciation for returns. Doug anticipates moderate rent growth in 2025, driven by constrained supply due to significantly reduced development activity. We also cover challenges in the industrial sector, including overbuilt big-box warehouses in certain markets and potential pressures on vacancy rates. Doug emphasizes investing in high-quality, infill assets with sustainable competitive advantages. They also explore challenges such as power capacity constraints, the rise of automation, and political opposition to industrial developments.About Doug:Douglas A. Kiersey, Jr., is CEO and President of Dermody and oversees all of the company's operations and strategic initiatives including capital formation, acquisition, development, and investment management activities. He is a member of the Dermody Properties Advisory Board and chairs the company's Executive and Investment Committees. Since Mr. Kiersey joined the company in 2011, Dermody has developed and acquired industrial logistics assets with an aggregate value in excess of $10 billion.Mr. Kiersey has more than 35 years of experience in logistics properties in major U.S. markets. Prior to joining Dermody, he spent 17 years at Prologis in various senior roles. Prior to joining Prologis, Mr. Kiersey worked at Cushman & Wakefield for 11 years.Mr. Kiersey earned his Bachelor of Science degree in business administration from Oregon State University, and an M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University where he is an occasional guest lecturer and a member of the Kellogg Real Estate Advisory Council. He is also a member of the Urban Land Institute (ULI) and the Society of Industrial and Office Realtors (SIOR). Among other distinctions, Mr. Kiersey was elected Captain of the Palisades Elementary School Safety Patrol where he learned early lessons in risk management.Dermody website: https://dermody.com/News!Dermody Properties—a diversified private equity investment management company focused exclusively on the national logistics real estate sector—is pleased to announce it has adopted a concise new name, Dermody. The streamlined name better reflects how the company is commonly recognized in the industry, and positions Dermody for continued growth, expansion and innovation.--

Welcome to The Cashflow Project! Today, we're joined by Luis Belmonte, a real estate developer with 57+ years of experience in retail, multifamily, and industrial projects. As a principal at Seven Hills Properties and former executive at Prologis, Luis has led major developments across the U.S., Mexico, Japan, and Singapore. He shares lessons on market adaptability, interest rates, and staying true to your niche. Whether you're an investor or entrepreneur, this episode is packed with insights. Tune in now!

Melinda McLaughlin, global head of research at Prologis, Inc . (NYSE: PLD), was a guest on the latest episode of Nareit's REIT Report podcast. She discussed broad trends impacting logistics today, including global trade, delivery speeds, new construction, e-commerce, rising barriers to supply, standout global markets, and more.McLaughlin said 2025 looks set to be a “solid year” for both consumption and global trade, based on strong labor markets. E-commerce, meanwhile, is “absolutely gaining market share in all of our markets around the world,” she noted.At the same time, there's been a lack of construction for the largest logistics buildings since 2022, McLaughlin pointed out. “Today, and looking at 2025 as a whole, we see deliveries down 35% year over year for all types of logistics real estate, but that number is a 65% decline for bulk buildings, so really setting the stage for demand and supply to rebalance and maybe even have some scarcity in certain markets.”

948: Prologis, the world's largest logistics real estate company, is undergoing a transformation focused on utilizing AI-powered supply chains, smart warehouses, and real-time analytics at scale. With 1.2 billion square feet of logistics space and $220 billion in assets under management, Prologis is integrating AI, real-time analytics, and cloud computing to enhance operational efficiency and drive innovation in logistics. In this episode, Prologis CTO Sineesh Keshav joins Peter High to discuss how the company is leveraging AI-driven insights, automation, and advanced data analytics to optimize logistics operations. He also shares insights into Prologis' ambitious renewable energy strategy, including its goal to deploy 1 gigawatt of solar and storage by 2025 and its approach to scaling technology infrastructure across a rapidly growing enterprise.

What You'll LearnData-Driven Decisions: How to transform raw data into actionable insights for customer success.Sustainability in Action: Prologis' science-based goals and their roadmap to net-zero emissions.Talent Management: Strategies for attracting, retaining, and empowering top-tier logistics professionals.Future-Proofing with Innovation: Preparing for drone technology, automation, and evolving customer needs.Customer-Centric Leadership: Building trust and collaboration through meaningful partnerships.Highlights[00:00:23] – Scott Marshall reflects on a career rooted in customer-centricity and operational excellence.[00:05:45] – Prologis' approach to deploying $100M weekly and staying agile amidst global scale.[00:11:45] – The transformative power of data aggregation and AI in understanding customer needs.[00:16:30] – The 4% real estate decision that influences 50% of customer operational costs.[00:22:15] – Preparing for drone deliveries: what logistics leaders should anticipate.Quotes[00:00:00] “The more data I can get from these interactions and then use AI… I can paint a picture of what's next.” – Scott Marshall[00:05:45] “We deploy $100M of capital every Monday. Staying agile and customer-focused is key.” – Harshida Acharya[00:08:30] “If you take care of your team, they're going to take care of your customers.” – Scott Marshall[00:17:15] “We aim to add columns to the spreadsheet that our competitors simply can't match.” – Scott MarshallAbout the GuestScott Marshall serves as the Chief Customer Officer at Prologis, the world's largest developer of logistics real estate. With a career spanning private development, institutional leadership, and service-side experience, Scott brings unparalleled expertise in integrating customer intelligence with innovative logistics solutions. Subscribe and Keep Learning!If you're a logistics leader looking to scale sustainably, don't miss out! Subscribe for more expert strategies on tackling modern supply chain challenges. Be sure to follow and tag the eCom Logistics Podcast on LinkedIn and YouTube

Ryan Dobratz, from Third Avenue Funds, stops by The Business Brew to discuss Third Ave's real estate strategy.  Ryan discusses the benefits of focusing on real estate operating companies over REITs, the potential of investments like CBRE, challenges in the office market, and the outlook for residential real estate. They also discuss investment strategies in the residential market, opportunities in Fannie Mae and Freddie Mac, and Dobratz's personal career journey.    00:00 Welcome to the Business Brew  00:03 Introducing Ryan Dobratz and Third Avenue Funds  00:39 Disclaimer and Financial Advice Warning  01:44 Starting the Conversation with Ryan Dobratz  02:46 Ryan's Career Journey and Early Influences  05:51 Joining Third Avenue and Moving to New York  08:24 Strategic Move to Austin and Real Estate Insights  09:38 Challenges and Opportunities in the Office Sector  13:10 Investing in Real Estate Services Companies  15:02 Philosophy on NAV and Investment Strategies  23:55 Preference for C Corps Over REITs  28:11 Prologis and Industrial Real Estate  35:21 Public vs. Private Real Estate Investments  39:46 Incentives and Behavioral Finance in Private Markets  40:18 Active vs Passive Investing in Real Estate  42:57 Third Avenue's Real Estate Strategy  46:27 Residential Real Estate Investments  59:46 Fannie Mae and Freddie Mac: A Deep Dive  01:18:01 Challenges and Opportunities in Tower REITs  01:22:06 Conclusion and Final Thoughts 

The traders are making money and credit card delinquencies are hopefully plateauing. (00:21) Matt Frankel and Ricky Mulvey discuss: - Bank of America's comeback story. - What big financial institutions are counting on from the Fed. - Why commercial real estate giant Prologis is getting into the data center business. Then, (17:58) Motley Fool contributor Rachel Warren interviews Dhruv Nagrath, a director at Blackrock, about fixed income trends for investors to watch. Companies discussed: BAC, WFC, PLD, DLR Host: Ricky Mulvey Guests: Matt Frankel, Rachel Warren, Dhruv Nagrath Producer: Dylan Lewis Engineers: Desiree Jones, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 578: Shaan Puri ( https://twitter.com/ShaanVP ) sits down with Joe Lonsdale ( https://twitter.com/JTLonsdale ) to talk about how he leveraged one internship at PayPal into one billion dollar success after another. Today Joe is Managing Partner of 8VC and an early investor in Anduril. Want to see Sam and Shaan's smiling faces? Head to the MFM YouTube Channel and subscribe - http://tinyurl.com/5n7ftsy5 — Show Notes: (0:00) The One Reason strategy (3:18) Learning Global Macro Finance from Peter Thiel (5:35) Taking multi-million dollar bets at 4:30am (8:43) Hire for raw IQ over expertise (10:33) Nurturing employees into unicorn founders (12:24) Solving hard problems with Addepar (13:53) Always “Being on” (15:32) How to spot opportunities for new businesses (21:10) How Epirus landed a military defense contract (27:09) Getting hits in hard domains (28:24) Business Idea: AI-powered Estate Planning (29:19) Business Idea: Business Process Outsourcing for local government (30:58) Big swings vs. base hits (31:49) Idea vs. execution (32:38) Focus vs. diversity of thought/attention (33:33) Insights from Elon's inner circle (35:36) Joe Lonsdale's unfair advantages (38:48) How to invest your time to make your first $1M (40:40) Working on an A+ problem as an intern at PayPal (43:15) Be within 2 standard deviations of top talent (44:14) Early days at Palantir (46:56) Building a top engineering culture (48:31) Borrowing trust as 21-year old defense contractor (52:22) Peter Thiel's biggest contrarian bet — Links: • Joe's Twitter - https://twitter.com/JTLonsdale • Joe's blog - https://blog.joelonsdale.com/ • Joe's podcast - https://www.americanoptimist.com/ • 8VC - https://www.8vc.com/ • Addepar - https://addepar.com/  • Palantir - https://www.palantir.com/ • Epirus- https://www.epirusinc.com/ • OpenGov - https://opengov.com/ • Prologis - https://www.prologis.com/ • Lessons from Peter Thiel - https://joelonsdale.com/lessons-peter-thiel/ — Check Out Shaan's Stuff: Need to hire? You should use the same service Shaan uses to hire developers, designers, & Virtual Assistants → it's called Shepherd (tell ‘em Shaan sent you): https://bit.ly/SupportShepherd — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth My First Million is a HubSpot Original Podcast // Brought to you by The HubSpot Podcast Network // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano Past guests on My First Million include Rob Dyrdek, Hasan Minhaj, Balaji Srinivasan, Jake Paul, Dr. Andrew Huberman, Gary Vee, Lance Armstrong, Sophia Amoruso, Ariel Helwani, Ramit Sethi, Stanley Druckenmiller, Peter Diamandis, Dharmesh Shah, Brian Halligan, Marc Lore, Jason Calacanis, Andrew Wilkinson, Julian Shapiro, Kat Cole, Codie Sanchez, Nader Al-Naji, Steph Smith, Trung Phan, Nick Huber, Anthony Pompliano, Ben Askren, Ramon Van Meer, Brianne Kimmel, Andrew Gazdecki, Scott Belsky, Moiz Ali, Dan Held, Elaine Zelby, Michael Saylor, Ryan Begelman, Jack Butcher, Reed Duchscher, Tai Lopez, Harley Finkelstein, Alexa von Tobel, Noah Kagan, Nick Bare, Greg Isenberg, James Altucher, Randy Hetrick and more. — Other episodes you might enjoy: • #224 Rob Dyrdek - How Tracking Every Second of His Life Took Rob Drydek from 0 to $405M in Exits • #209 Gary Vaynerchuk - Why NFTS Are the Future • #178 Balaji Srinivasan - Balaji on How to Fix the Media, Cloud Cities & Crypto • #169 - How One Man Started 5, Billion Dollar Companies, Dan Gilbert's Empire, & Talking With Warren Buffett • ​​​​#218 - Why You Should Take a Think Week Like Bill Gates • Dave Portnoy vs The World, Extreme Body Monitoring, The Future of Apparel Retail, "How Much is Anthony Pompliano Worth?", and More • How Mr Beast Got 100M Views in Less Than 4 Days, The $25M Chrome Extension, and More