Why it matters
Because Prologis runs ~1.2B sf of US industrial space, its customer-activity diffusion index is a high-signal proxy for US logistics demand. The 50-line dividing expansion from contraction is the practitioner reference.
How CRE teams consume it
Monthly — page scrape from the Prologis Insights page.
Caveats & limitations
Single-issuer view (Prologis customer base). Methodology not externally audited.
Use cases
- Industrial-demand monitoring
- Logistics rent direction
- Macro briefings