Terreno Realty

TRNO

Market cap $7.59B

REITs are poised for 6-7% earnings growth in coming years, outpacing the historical 3-4% average, with multiple sectors showing accelerating fundamentals. Shopping centers, healthcare (notably senior housing), and data centers are standout sectors, benefiting from robust private market demand, supply constraints, and AI-driven tailwinds. Office REITs see improving leasing, especially from AI-related demand, while quality bifurcation widens; overweight positions in BXP and CUZ reflect this thesis.

Terreno Realty's leasing wins in Florida, California and New Jersey boost occupancy, extend cash flow visibility and highlight demand in core logistics markets.

BELLEVUE, Wash.--(BUSINESS WIRE)--Terreno Realty Corporation Announces Leases in Hialeah, FL.

BELLEVUE, Wash.--(BUSINESS WIRE)--Terreno Realty Corporation Announces Lease in Union City, CA.

TRNO boosts income visibility with early lease renewals and new industrial deals as rent growth and tenant retention stay strong.

BELLEVUE, Wash.--(BUSINESS WIRE)--Terreno Realty Corporation Announces Lease in Hayward, CA.

BELLEVUE, Wash.--(BUSINESS WIRE)--Terreno Realty Corporation Announces Lease in Kearny, NJ.

Terreno Realty expands its Miami portfolio with a fully leased Hialeah Gardens asset, extending its buying push across high-barrier logistics markets.

TRNO acquires a 305,000-square-foot industrial property in Landover for $77.1M, adding a 92%-leased asset to support portfolio growth.

BELLEVUE, Wash.--(BUSINESS WIRE)--Terreno Realty Corporation Acquires Property in Hialeah Gardens, FL for $56.3 Million.