#Logistics

2개의 글

May 11, 2026

PLD Prologis Stock Outlook 2026: Logistics REIT Pivots Toward Data Centers

Prologis (NYSE: PLD) stock analysis for 2026 covering the Duke Realty integration, data center campus pivot, embedded rent growth from mark-to-market lease rollovers, REIT tax treatment in IRAs, and the e-commerce vs. AI demand thesis for industrial real estate.

PLD Prologis REIT

May 8, 2026

UPS Stock Outlook 2026: Can 'Better, Not Bigger' Actually Work?

UPS stock analysis for 2026: Teamsters contract cost trajectory, USPS contract loss, Amazon volume pullback, FedEx competition, and the dividend sustainability debate. Bull/base/bear scenarios with verified financials.

UPS US Stocks Dividend Stocks