# Property Play: Prologis CEO says warehouse demands are shifting fast. Here’s how he’s keeping up

- URL: https://talkfuse.com/story/property-play-prologis-ceo-says-warehouse-demands-are-shifting-fast-heres-how-hes-keeping-up/
- Published: 2026-11-04T15:05:27+00:00
- Updated: 2026-11-05T08:55:40+00:00
- Original publisher: CNBC (publisher lean: Centre)
- Original article: https://www.cnbc.com/2026/11/04/prologis-ceo-says-warehouse-demands-are-shifting-how-hes-keeping-up.html
- Topics: Business, Companies

## Key points

- Companies are moving warehouses closer to customers to speed up delivery.
- Reliable power is now a leading factor in logistics location decisions.
- Three-quarters plan major investment in AI forecasting and replenishment.

## Summary

Businesses are rethinking warehouse locations as they seek faster deliveries and more reliable energy supplies, while AI reshapes logistics. Prologis chief executive Dan Letter says the company is concentrating on sites near major population and consumption centres, adapting its property portfolio to what customers expect.

A Prologis and Harris Poll survey of more than 1,800 business leaders across six countries found that 91% said retailers and logistics firms urgently need more decentralised fulfilment networks. Only 36% plan to retain their current global footprint, down 14 percentage points in a year, while same-day delivery has doubled in prevalence since 2019. Prologis says it has sold more than 200 million square feet of property over 15 years and generates over 1.4 gigawatts through solar and storage; three-quarters of respondents plan major investment in AI forecasting and inventory replenishment.

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Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.