2027 Supply Chain Outlook: Fast Delivery & Energy Define Logistics Networks

New Harris Poll/Prologis report finds consumer delivery expectations, energy constraints, AI adoption and supply chain agility are reshaping global logistics networks SAN FRANCISCO, Oct. 28, 2026 /PRNewswire/ -- Supply chain leaders are rethinking how goods move amid faster delivery expectations, rising energy needs, AI adoption and geopolitical disruption, according to the 2027 Prologis Global Supply Chain Outlook. Conducted in partnership with The Harris Poll, the third annual study draws on a survey of more than 1,800 business leaders in the US, UK, Germany, India, China and Mexico.

PRNewsWire • Oct 28, 2026

High Yield And Tax Advantaged Income Funds From NEOS (October Update)

Goldman Sachs is acquiring NEOS Investments, adding $30B in active income ETFs to its platform, solidifying its position as a top active ETF provider. NEOS ETFs offer high monthly, tax-advantaged distributions, primarily via options strategies and return of capital, enhancing income and tax efficiency. Risks include volatility, interest rate sensitivity, and limited history for new funds; alternatives like crypto ETFs are speculative and best approached cautiously.

Seeking Alpha • Oct 27, 2026

Baron Real Estate Income Fund Q3 2026 Portfolio Activity

Baron Real Estate Income Fund decreased 7.58% (Institutional Shares) in the third quarter, underperforming the MSCI US REIT Index, which decreased 6.33%. Welltower is a leading owner and operator of senior housing communities across the U.S., Canada, and the U.K., and is the largest health care REIT by market capitalization. We initiated a position in AAON, Inc., following a disappointing second quarter earnings result.

Seeking Alpha • Oct 26, 2026

Third Avenue Real Estate Value Fund Q3 2026 Portfolio Activity

Valuations seemed much more favorable for international property companies, particularly in comparison to some of the larger U.S. companies involved with senior housing and data centers. Along these lines, the Fund initiated positions in the common stock of Scentre Group and Home Depot during the quarter. Third Avenue Real Estate Value Fund trimmed back WESCO and Freddie Mac preferred, exited D.R. Horton, and extended its British Pound and Hong Kong Dollar hedges for portfolio management purposes.

Seeking Alpha • Oct 25, 2026

Warehouse Demand Is Heating Up. These 4 REITs Pay Investors to Own the Space

Warehouse landlords are raising rents, cutting deals, and collecting checks while most investors overlook the industrial corner of the REIT market. Four names stand out, but one carries a risk hiding behind its highest yield.

24/7 Wall Street • Oct 23, 2026

3 Cheap REITs To Buy Before Rents Surge

REIT rent growth could accelerate significantly starting in 2027. Falling construction activity could give landlords stronger pricing power. Some heavily discounted REITs could offer substantial upside as growth recovers.

Seeking Alpha • Oct 22, 2026

SEGRO says new rent contracted rises 32% as Prologis takeover targets first-half 2027 completion

SEGRO PLC (LSE:SGRO), the FTSE 100 warehouse and data centre landlord, said it had contracted £70 million of new headline rent in the nine months to 30 September, 32% more than a year earlier, and that the Prologis takeover was expected to complete in the first half of 2027. Headline rent is the annualised gross rent receivable once incentives such as rent-free periods have expired.

Proactive Investors • Oct 21, 2026

Prologis: The Sell-Off Created A Buying Opportunity (Rating Upgrade)

Prologis is upgraded to a buy after a 17.2% price pullback, creating a more attractive entry point. PLD maintains high occupancy and low tenant concentration, with strong tenant quality and robust customer retention. Data center expansion and improved financials drive upgraded guidance, with core FFO expected at $6.25–$6.29 per share.

Seeking Alpha • Oct 20, 2026

Prologis: 3 Key Takeaways for Long-Term Investors

Replacement cost rents sit 27% above current market logistics rents. Data center supply chain tenants accounted for 17% of U.S. leasing.

The Motley Fool • Oct 16, 2026

PLD Q3 Earnings Call Highlights Rent Recovery and Rate Risks

Prologis raises its 2026 same-store growth outlook as rents rebound, while rate volatility tests development returns and a 5.8-gigawatt data center pipeline.

Zacks Investment Research • Oct 16, 2026