This article argues that Segro Plc (SEGXF) is a more attractive investment than Prologis, Inc. (PLD) for participating in the AI boom, despite both being strong industrial REITs with data center growth opportunities. Segro is highlighted for its stronger EPS CAGR, net rental income growth, and a significantly larger data center pipeline proportional to its size. Furthermore, Segro is presented as a relative bargain with a lower valuation multiple and being discounted to book value compared to Prologis.

<p>This article argues that Segro Plc (SEGXF) is a more attractive investment than Prologis, Inc. (PLD) for participating in the AI boom, despite both being strong industrial REITs with data center growth opportunities. Segro is highlighted for its stronger EPS CAGR, net rental income growth, and a significantly larger data center pipeline proportional to its size. Furthermore, Segro is presented as a relative bargain with a lower valuation multiple and being discounted to book value compared to Prologis.</p>

Why I Am Picking Segro Over Prologis For The AI Boom (NYSE:PLD)