Prologis CEO: Logistics Business Has Legs for Another 10, 20, 30 Years

The video discusses the company's expansion strategy in Asia, focusing on both strategic acquisitions and organic growth. It highlights the differences in e-commerce logistics between the US and Asian markets, emphasizing the importance of logistics in developed and developing economies. The company distinguishes itself from competitors like Blackstone by focusing solely on logistics. In Japan, the logistics market shows significant growth potential despite being a mature economy. The company plans to dispose of non-core assets and adapt to macroeconomic changes, leveraging the growth of e-commerce to drive its logistics business.

What is the company's strategy regarding asset disposals?

How has the macroeconomic environment affected the logistics business?

What role does e-commerce play in the growth of logistics space compared to traditional retail?