Terreno Realty: 2026 FFO Consensus Looks Conservative
Terreno Realty is an industrial REIT with a conservative funding structure, notwithstanding small and gradual recent increases in leverage. 2026 analyst consensus only envisions FFO growth of 4% relative to the Q3 2025 run-rate, roughly half the pace of growth achieved in Q3 2025. I think TRNO will beat estimates thanks to ongoing net operating income growth, as well as further increases in leverage, which make even more sense thanks to Fed rate cuts.
Is Terreno Realty's Hialeah Expansion Bolstering Its Industrial Edge?
TRNO expands its Miami footprint with a new Hialeah distribution build aimed at boosting cash flow and deepening its Countyline cluster.
Terreno Realty Pre-Leases 100% of Building 36, Sees Strong Demand
TRNO hits full occupancy at Building 36 after two major pre-leases, underscoring strong industrial demand and its expanding Miami footprint.
Terreno Realty's Rent Rises in Q3, Occupancy Declines Y/Y
TRNO's third-quarter update highlights higher rents amid healthy demand for industrial real estate assets. However, operating portfolio occupancy dips year over year.
Terreno Realty Executes Another Lease Renewal, Points to Robust Demand
TRNO secures long-term renewal in Lynwood, underscoring solid tenant demand across key markets.
Terreno Realty Announces Leases in Seattle, Sees Healthy Demand
TRNO's securing of an early renewal lease at Seattle, WA, with a co-warehousing services provider, highlights healthy demand for its properties.
Terreno Realty Expands Footprint With $232.6M Woodinville Acquisition
TRNO's $232.6 million Woodinville deal adds nine industrial buildings, advancing its long-term growth and portfolio expansion strategy.
Terreno Realty Secures Early Lease Renewal, Witnesses Healthy Demand
TRNO secures major lease renewals and expansions, driving rent growth despite tenant caution amid economic uncertainty.
TRNO Continues Portfolio-Rebalancing Efforts, Buys Asset in California
Terreno Realty acquires a $35.5M Redondo Beach industrial site, expanding its portfolio in key U.S. coastal markets.
TRNO on a Selling Spree: Disposes of Another Asset in California
Terreno Realty sells a Santa Fe Springs property for $11M, advancing its non-core asset strategy and boosting portfolio strength.
Terreno Realty's Rent Rises in Q2, Occupancy Improves Y/Y
TRNO's Q2 update highlights rent growth and improved occupancy year over year amid healthy demand for industrial real estate assets.
Terreno Realty Announces Leases in California, Sees Healthy Demand
TRNO's securing of a renewal and expansion leases at Santa Clara, CA, with a designer and developer of eVTOL aircraft, highlights healthy demand for its properties.
