Los Angeles, San Francisco, Seattle, San Diego and Denver are all on the list.

One sign it may: It is acquiring One Medical for $3.9 billion.

But according to information provided by the company, the actual number of mortgages could be no more than 67.

There are market changes and still a lot of positives.

The fund may gear up to be much larger.

Yield curve inversions aren't the only sign in town.

If you think you do, when it comes down to practicalities, you might be quite wrong.

The Prologis earnings call offers some insight into the market.