prologis earnings call transcript
And then just separately, maybe for Chris, you kind of put out 100 or you put out your net absorption figures and construction figures this year.
Going back to Europe, can you talk a little bit more about your customer behavior you're noticing there as it compares to like the US? Let me start with a few high-level observations. We're glad to report that our teams are healthy and working productively on a remote basis. Prologis Inc (PLD) Q1 2019 Earnings Call Transcript. And in terms of the prospect list, I would say it's a bit shorter in number, but the people on that list are as active as ever. Are there any changes to the lease durations for the bumps that you've been getting in recent leasing activity?Not materially... Mike, not materially. Your line is open.Thank you. Just a quick question, actually following up on the build-to-suit.
Your line is open.Thanks. So 2 separate sort of topics, somewhat connected. And is there any risk to that promote? So, there is no general answer to that question. Prologis, Inc. (NYSE:PLD) Q3 2019 Earnings Conference Call - Final Transcript Welcome to the Prologis Q3 Earnings Conference Call.
We have over $10 billion, $11 billion of capacity between the funds and the balance sheet. If you do a little bit of poking around, you'll pretty quickly figure out that we've got a pretty significant portfolio from Liberty for sale in the UK and that one, we're in the process of collecting letters of interest and offers. And by the way, that's sometimes [Phonetic] generally with our valuations that have been held flat. So we're definitely seeing an uptick in that segment.Yeah, home improvement and grocery sectors are particularly strong.Your next question comes from the line of Tom Catherwood from BTIG.
June was a very high month. Or is this kind of your assumption just based on your experience or your internal data?----------------------------------------------------------------------------------------------------------------------------------------------------------------Eric, honestly, I'm really surprised with your question. I just don't see it.----------------------------------------------------------------------------------------------------------------------------------------------------------------So the only thing I would add to Tom's answer is that it's a 1 billion square foot portfolio.
So we haven't really materially changed our allocation to different markets. We've had a very thorough process. So we have a higher percentage of leases under one year. But I would look for those margins to blend in well over the year and normalized to the overall build-to-suit body work in the mid-20s.Yeah. Prologis Inc (PLD) Q1 2019 Earnings Call Transcript San Francisco Jun 10, 2020 (Thomson StreetEvents) -- Edited Transcript of Prologis Inc earnings conference call … I want to point out that the value we create from our development business adds to this growth. Here are the key components of our guidance on an our share basis. The converse of what just Tom said is by definition, if the mix is the same with the $0.02 that remain, the $0.03 of -- if you want to call it outperformance or reversion to original performance targets is also the same mix. E-commerce started the year in the low teens in the US. And obviously, even more detailed than what you just asked. Just curious, I know you guys took Phoenix and Atlanta, big bulk off. We actually look at that on a daily basis. We've looked at their financials.
But otherwise, the industry segments, I mentioned, are strongest. We hit our synergy targets, and both portfolios are performing well and in line with our expectations. So they're metering out of land and, if you will, the risk of overbuilding of spec is less in Europe than it is in the US for that reason.Yeah, I think more pointing out, 3PLs are very active, probably at two times the percentage we see in the US.
And when you look at occupancy potential, occupancy is actually a little lower in the smaller and medium-sized boxes and the big boxes right now. But we're going to take our time and do the each part properly and build some confidence in the organization in terms of our ability to do that work and move on to the next one.Your next question is from Ki Bin Kim with SunTrust. I guess and along the same lines, a quick follow-up and then a question. So, we now feature in the cash number more prominently, but really the right way to look at it is the way you asked, which is to factor in all the concessions. It was just related to a tenant's needs, and we help them out in another space as well.
So I think they're going to work with their customers, including the smaller ones, but some of them, unfortunately, won't make it.----------------------------------------------------------------------------------------------------------------------------------------------------------------Your next question comes from Vikram Malhotra with Morgan Stanley.--------------------------------------------------------------------------------Vikram Malhotra, Morgan Stanley, Research Division - VP [12]--------------------------------------------------------------------------------Two quick ones really. Happy to share it. During the quarter, we completed the acquisition and integration for both the IPT and Liberty portfolios. On cap rate compression, we're already seeing it, particularly in Europe. And certainly, as you heard from Tom, the first quarter was 20 basis points, and we know what that was. I would say there are two countries that stand out as collections being materially lower than elsewhere, and those are France and the UK, and part of it is that the government has gone out there and basically said you don't have to pay your rent.
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