プロロジスの適時開示・決算・その他

米国証券取引委員会

WASHINGTON, D.C. 20549

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FORM 8-K

現行レポート

第13条または第15条(d)に従い。

1934年証券取引所法

報告日（最も古いイベントの報告日）：2024年7月17日

Prologis, Inc.

Prologis, L.P.

(定款に明記された登録者の正確な氏名)



メリーランド州(プロロジス社)デラウェア州(プロロジスL.P.)(州またはその他の法人設立管轄地))	001-13545（プロロジス社）001-14245（プロロジス社）（委員会ファイル番号)	94-3281941 (Prologis, Inc) 94-3285362 (Prologis, L.P.)(I.R.S. Employer Identification No.)



カリフォルニア州サンフランシスコ、ベイ1、ピア1		94111

(主要経営陣の住所)		(Zip Code)

登録者の電話番号（市外局番を含む）：(415) 394-9000

N/A

(前回の報告から変更されている場合は、旧姓または旧住所)

フォーム8-Kの提出が、以下のいずれかの規定（以下の一般的説明A.2.を参照）に基づく登録者の提出義務を同時に満たすことを意図している場合は、以下の該当するボックスにチェックしてください：


☐		証券法に基づく規則425に従った書面によるコミュニケーション（17 cfr 230.425)

☐		取引所法の下でのルール14a-12（17 cfr 240.14a-12）に基づく資料の勧誘。)

☐		取引所法の規則14d-2(b)に基づく開始前のコミュニケーション（17 cfr 240.14d-2(b))

☐		証券取引法の規則13e-4(c)に基づく開始前のコミュニケーション（17 cfr 240.13e-4(c))

法第12条(b)に従って登録された証券：


	Title of Each Class	Trading Symbol(s)	登録されている各取引所の名称
Prologis, Inc.	普通株式、額面0.01ドル	PLD	New York Stock Exchange
Prologis, L.P.	3.000% Notes due 2026	PLD/26	New York Stock Exchange
Prologis, L.P.	2.250% Notes due 2029	PLD/29	New York Stock Exchange
Prologis, L.P.	5.625% Notes due 2040	PLD/40	New York Stock Exchange

登録者が1933年証券法規則405（本章230.405節）または1934年証券取引法規則12b-2（本章240.12b-2節）で定義される新興成長企業であるかどうかをチェックマークで示す。

Emerging growth company ☐

新興成長企業の場合、登録者が取引所法第13条(a)に従い提供される新規または改訂された財務会計基準に準拠するための移行期間の延長を利用しないことを選択した場合は、チェックマークで示す。☐

Item 2.02. 経営成績および財政状態（プロロジス

Item 7.01. Regulation FD Disclosure (Prologis

2024年7月17日、プロロジス・エル・ピー（Prologis, L.P.）のジェネラル・パートナーであるプロロジス・インク（Prologis, Inc.この補足情報およびプレスリリースのコピーは本報告書に別紙99.1および別紙99.2としてそれぞれ添付されており、参照することにより本報告書に組み込まれる。

本報告書および添付書類に記載された情報は、1934年証券取引所法（改正法）第18条に基づき提出されたものであり、Form 8-Kの第2.02項および第7.01項に従い、1933年証券法（改正法）に基づくいかなる提出書類にも参照により組み込まれることはありません。

Item 9.01. 財務諸表および添付資料

(d) Exhibits

Exhibit No. Description

99.1 Supplemental information, dated July 17, 2024.

99.2 Press release, dated July 17, 2024.

104 表紙ページインタラクティブ・データ・ファイル（インライン XBRL 文書内への埋め込み）

SIGNATURES

1934年証券取引法の要件に従い、登録者は本報告書に正式に権限を付与された署名者により、登録者を代表して署名させた。


	PROLOGIS, INC.

July 17, 2024	By:	/s/ Timothy D. Arndt
		Name: Timothy D. Arndt
		Title: Chief Financial Officer


	PROLOGIS, L.P.,
July 17, 2024	によるプロロジス・インク、そのジェネラル・パートナー

	By:	/s/ Timothy D. Arndt
		Name: Timothy D. Arndt
		Title: Chief Financial Officer

EX-99.1 2 pld-ex99_1.htm EX-99.1

Prologis Supplemental Information Second quarter 2024 Unaudited Prologis Port Crossing Commerce Center, Houston, Texas

Highlights 1 Company Profile 2 Company Performance 4 Prologis Leading Indicators and Proprietary Metrics 5 Guidance Financial Information 6 Consolidated Balance Sheets 7 Consolidated Statements of Income 8 Reconciliations of Net Earnings to FFO 9 Reconciliations of Net Earnings to Adjusted EBITDA Operations 10 Overview 11 Operating Metrics 13 Operating Portfolio 16 Customer Information Capital Deployment 17 Overview 18 Development Stabilizations 19 Development Starts 20 Development Portfolio 21 Third-Party Acquisitions 22 Dispositions and Contributions 23 Land Portfolio 25 Solar Operating and Development Portfolios Strategic Capital 26 Overview 27 Summary and Financial Highlights 28 Operating and Balance Sheet Information of the Unconsolidated Co-Investment Ventures 29 Non-GAAP Pro-Rata Financial Information Capitalization 30 Overview 31 Debt Components - Consolidated 32 Debt Components - Noncontrolling Interests and Unconsolidated Net Asset Value 33 Components Notes and Definitions 35 Notes and Definitions Contents 2Q 2024 Supplemental

* This is a non-GAAP financial measure. Please see our Notes and Definitions for further explanation. NOI calculation based on Prologis Share of the Operating Portfolio. 2Q 2024 Supplemental Overview Prologis, Inc., is the global leader in logistics real estate with a focus on high-barrier, high-growth markets. At June 30, 2024, the company owned or had investments in, on a wholly-owned basis or through co-investment ventures, properties and development projects expected to total approximately 1.2 billion square feet (115 million square meters) in 19 countries. Prologis leases modern logistics facilities to a diverse base of approximately 6,700 customers principally across two major categories: business-to-business and retail/online fulfillment. 5,576 Buildings 1.2B Square Feet $39.6B Build Out of Land (TEI) U.S. 799M SF 86% of NOI*(A) Other Americas 84M SF 4% of NOI*(A) Europe 245M SF 8% of NOI*(A) Asia 114M SF 2% of NOI*(A)

Company Profile * This is a non-GAAP financial measure. Please see our Notes and Definitions for further explanation. 2Q 2024 Prologis Share of NOI of the Operating Portfolio annualized. 2Q 2024 third-party share of asset management fees annualized plus trailing twelve months third-party share of transactional fees and Net Promote Income (Expense). Prologis Share of trailing twelve month Estimated Value Creation from development stabilizations. Mexico is included in the U.S. as it is U.S. dollar functional. 2Q 2024 Supplemental Highlights Operations $5.9B in annual NOI*(A) Development $739M in value creationfrom stabilizations(C) Gross AUM $199B Prologis Share AUM $140B Market Equity $107B Strategic capital $272M of fees and promotes(B) 1 U.S.(D) Outside the U.S. U.S.(D) Outside the U.S. U.S.(D) Outside the U.S.

Company Performance * This is a non-GAAP financial measure. Please see reconciliations from Net Earnings Attributable to Common Stockholders on page 8 and reference our Notes and Definitions for further explanation. 2Q 2024 Supplemental Highlights Net earnings attributable to common stockholders Core FFO attributable to common stockholders/unitholders* AFFO attributable to common stockholders/unitholders* 2

Net earnings attributable to common stockholders in millions Core ffo attributable to common stockholders/ unitholders* in millions affO attributable to common stockholders/unitholders* in millions Dividends and distributions in millions * This is a non-GAAP financial measure. Please see reconciliations from Net Earnings Attributable to Common Stockholders on page 8 and reference our Notes and Definitions for further explanation. Highlights Company Performance 2Q 2024 Supplemental 3

Average 57.7 Average 54 Average 85.5% Lease Proposals in millions of square feet U.s. IBI activity index diffusion index, points New Lease negotiation Gestation in days U.S. space utilization * Please see our Notes and Definitions for further explanation. Prologis Leading Indicators and Proprietary Metrics* 2Q 2024 Supplemental Average 73 4 percent Highlights 47 112 Average 40%

Guidance(A) * This is a non-GAAP financial measure. Please see our Notes and Definitions for further explanation. Our guidance for 2024 is based on management’s current beliefs and assumptions about our business, the industry and the markets in which we operate. Please refer to “Forward-Looking Statements” and “Risk Factors” referred to in our annual and quarterly financial statements on Forms 10-K and 10-Q filed with the Securities and Exchange Commission (“SEC”) for more information. The difference between Core FFO and Net Earnings predominately relates to real estate depreciation and amortization and gains or losses on dispositions of real estate. See the Notes and Definitions for a reconciliation. We are further adjusting Core FFO to exclude $0.07 of net promote expense. The expense primarily relates to amortization of stock compensation issued to employees related to promote income recognized in prior periods. 2Q 2024 Supplemental Highlights 5

Consolidated Balance Sheets 2Q 2024 Supplemental Financial Information 6

Consolidated Statements of Income 2Q 2024 Supplemental Financial Information 7

Reconciliations of Net Earnings to FFO* *This is a non-GAAP financial measure. Please see our Notes and Definitions for further explanation. 2Q 2024 Supplemental Financial Information 8

Reconciliations of Net Earnings to Adjusted EBITDA* * This is a non-GAAP financial measure. Please see our Notes and Definitions for further explanation. 2Q 2024 Supplemental Financial Information 9

64.0% 70.6% 76.4% 75.9% 74.8% Occupancy – Owned and Managed Customer Retention Same Store Change Over Prior Year – Prologis Share* Rent Change – Prologis Share * This is a non-GAAP financial measure. Please see our Notes and Definitions for further explanation. Operations Overview 2Q 2024 Supplemental Trailing four quarters – net effective 10 Average occupancy – Prologis Share 97.9% 97.5% 97.4% 96.9% 96.3%

Operating Metrics – Owned and Managed Amounts exclusive of leases of less than one year, unless otherwise noted. 2Q 2024 Supplemental Operations 11

Operating Metrics – Owned and Managed * This is a non-GAAP financial measure. Please see our Notes and Definitions for further explanation. This data includes recurring capital expenditures and NOI of our Operating Portfolio. Excluded from recurring capital expenditures is spend for our properties that is structural in nature and therefore non-recurring. 2Q 2024 Supplemental Operations CAPITAL EXPENDITURES Thousands, except for percentages SAME STORE INFORMATION Thousands, except for percentages PROPERTY IMPROVEMENTS TURNOVER COSTS ON LEASES COMMENCED COMPOSITION OF PORTFOLIO (BY UNIT SIZE) Trailing four quarter average Per square foot ($) As a % of lease value Per square foot ($) 12

Operating Portfolio – Square Feet, Occupied and Leased 2Q 2024 Supplemental Operations 13

Operating Portfolio – NOI* and Gross Book Value * This is a non-GAAP financial measure. Please see our Notes and Definitions for further explanation. 2Q 2024 Supplemental Operations 14

Operating Portfolio – Summary by Division * This is a non-GAAP financial measure. Please see our Notes and Definitions for further explanation. 2Q 2024 Supplemental Operations 15

Customer Information We have signed leases, which were due to expire in 2024 and 2025, totaling 37 million square feet and 22 million square feet, in our owned and managed portfolio (2.6% and 1.5% of total net effective rent) and 23 million square feet and 14 million square feet on a Prologis Share basis (2.3% and 1.4% of total net effective rent). These are excluded from 2024 and 2025 expirations and are reflected in the new year of expiration. 2Q 2024 Supplemental Operations 16

M&A and Significant Portfolio Activity $14,600 - $23,200 $3,100 - Development Starts (TEI) in millions Development Stabilizations (TEI) dollars in millions Acquisition Activity(a) in millions Land Portfolio in millions This data excludes acquisitions of land. The estimated build out includes the land portfolio, Covered Land Plays and other land that we could develop through options, ground leases, unconsolidated joint ventures and other contractual arrangements. Capital Deployment Overview – Prologis Share 2Q 2024 Supplemental Outside the U.S. U.S. Est Value Creation $942 $1,326 $1,583 $917 $346 Est Wtd Avg Stabilized Yield 6.3% 6.1% 6.3% 6.3% 5.8% Est Build Out(B): Sq. Ft. 204 TEI $36,700 17 YTD Q2

Development Stabilizations . 2Q 2024 Supplemental Capital Deployment 18

Development Starts 2Q 2024 Supplemental Capital Deployment 19

Development Portfolio TEI amount includes development on yards, parking lots, data centers, and other non-industrial assets that will be included in Other Real Estate Investments upon completion. 2Q 2024 Supplemental Capital Deployment 20

Third-Party Acquisitions 2Q 2024 Supplemental Capital Deployment 21

Dispositions and Contributions Amounts include the disposition of non-industrial assets, including yards. Dispositions of Non-Strategic Assets are included as third-party building dispositions. 2Q 2024 Supplemental Capital Deployment 22

会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミ

会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体

会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。初めての方には「30日間の無料体験」実施中！会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です