Tim Arndt

CFO of Prologis, a global logistics real estate investment trust overseeing about 1.3 billion square feet across 20 countries; experienced capital-markets and treasury executive with decades in real estate finance and a focus on balance-sheet discipline, development, and new energy and mobility initiatives.

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Dec 28, 2025 • 48min

Atoms, Not Electrons: Why Warehouses Still Win | Tim Arndt, CFO, Prologis

Tim Arndt, CFO of Prologis, shares insights from his extensive background in logistics real estate. He discusses why logistics focus on 'atoms, not electrons,' emphasizing the importance of physical infrastructure over digital. Tim highlights Prologis's significant role in global GDP and their innovative rooftop energy initiatives. He also dives into the impact of automation and AI on the sector, along with sustainability as a key business strategy. Tim's experience post-GFC reshaped balance-sheet management, making for a compelling conversation.

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