公司收购动态 - Terreno Realty以1600万美元收购纽约长岛市工业地产 交易符合其收购驱动增长战略 预计稳定资本化率为3 9% [1][8] - 该物业位于11-40 Borden Avenue 包含约3 6万平方英尺工业分销建筑 占地1英亩 目前100%出租给绝缘材料分销商 租约至2028年5月 [2][8] - 物业毗邻皇后区中城隧道和普拉斯基桥入口 区位优势显著 有利于吸引租户 属于战略性收购 [2][8] 资产组合优化 - 公司通过处置非核心资产和收购增值资产积极重组投资组合 上周以约1000万美元收购洛杉矶工业地产 5月以1 145亿美元出售两处物业 [3] - 截至2025年5月6日 公司有4900万美元收购项目已签约 7580万美元项目处于意向书阶段 [3] - 截至2025年3月31日 公司有5处开发/再开发项目 完成后将形成8栋建筑约80万平方英尺空间 预租率达48% [4] 土地储备与市场布局 - 公司持有22 4英亩土地用于未来开发 预计投资额达3 928亿美元 [4] - 重点布局美国六大沿海市场 包括纽约/北新泽西 洛杉矶 迈阿密 旧金山湾区 西雅图和华盛顿特区 这些区域工业地产需求强劲 [5] 股价表现 - 过去一个月公司股价上涨4 5% 跑赢行业2 6%的涨幅 [6] 行业比较 - 同行业REIT中 Omega Healthcare Investors和W P Carey获Zacks买入评级 2025年FFO每股预期分别调升至3 02美元和4 88美元 [9]

Key Takeaways TRNO acquired a $10M Los Angeles flex property with a 6.4% cap rate and full tenant occupancy. The deal supports TRNO's strategy of shedding non-core assets for value-accretive investments. TRNO has $49M in deals under contract and $75.8M under letters of intent as of May 6, 2025.Terreno Realty (TRNO) recently announced the acquisition of an industrial property in Los Angeles, CA, in June 2025 for around $10 million. The transaction marks an estimated stabilized cap rate of 6.4%.Located at 1 ...

Terreno Realty Corporation (TRNO) announced the disposition of an industrial property located in Commerce, CA. The sale was carried out on May 22, 2025, for approximately $97 million. This move highlights the company’s strategy of disposing of non-core assets and building a more robust portfolio, which will aid future growth.The property consists of five multi-tenant industrial buildings spanning around 545,000 square feet on 24 acres of land. It is 99% leased to 12 tenants.Terreno Realty had purchased the ...

Terreno Realty Corporation (TRNO) announced the disposition of an industrial property in Bellevue, WA. The sale was carried out for around $17.5 million. The moves highlight the REIT’s strategy of doing away with non-core assets, boosting flexibility and building a more robust portfolio, which will aid future growth.Terreno Realty purchased the property in November 2020 for $11.7 million. The investment yielded an unleveraged internal rate of return of 11.1% to the company. The property comprises a single i ...

Terreno Realty (TRNO) recently announced the execution of a 3.0-acre improved land parcel lease in Rancho Dominguez, CA. The new lease commenced on May 20, 2025, and is slated for expiry in May 2028. The lessee of the agreement is an environmental and regulated waste management services provider.TRNO, which acquires, owns and operates industrial real estate in six major coastal U.S. markets, has been experiencing healthy demand for its properties from both existing and new tenants.Apart from the above lease ...

Terreno Realty (TRNO) recently announced the execution of a lease renewal for 53,000 square feet with the United States Postal Service in Washington, D.C. The renewal lease will commence on June 1, 2025, and is slated for expiry in June 2030.Apart from this renewal lease, on May 12, 2025, the company announced the execution of a 70,000-square-foot new lease in Woodinville, WA, set to begin on June 30, 2025 and expire in November 2030. The lessee of the agreement is a designer and manufacturer of camera move ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________ Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number: 001-34603 _________________________ Terreno Realty Corporation (Exact Name o ...

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In November, I saw mixed signal for shares of Terreno Realty (NYSE: TRNO ) . The company moved away from a focus on nominal growth towards deleveraging, as it maintained to adhere to its distingui ...

文章核心观点 Terreno Realty通过收购驱动增长战略积极扩张，虽面临宏观经济和关税问题致股价下跌，但有望提升美国六大沿海市场的投资组合，同时推荐了REIT板块中排名较好的其他股票 [1][5][6] 分组1：Terreno Realty收购情况 - 公司以930万美元收购华盛顿州雷德蒙德的一处工业地产，预计翻修后稳定资本回报率为5.5% [1] - 该地产位于西雅图东区，含约3.3万平方英尺的工业配送建筑，占地1.5英亩，短期租约到期翻修后约2.6万平方英尺，位置优越易吸引租户 [2] 分组2：Terreno Realty资产处置与投资情况 - 公司积极重组投资组合，处置非核心资产并进行增值投资，2025年第一季度出售两处约8.8万平方英尺的工业配送建筑，总价约2490万美元 [3] - 截至2025年3月31日，公司有价值约5590万美元的收购合同和近1600万美元的意向书 [3] 分组3：Terreno Realty开发情况 - 截至2025年3月31日，公司有五处物业正在开发或重建，完工后将有八栋建筑，约80万平方英尺，已预租48% [4] - 公司有22.4英亩土地用于未来开发，预计投资约3.928亿美元 [4] 分组4：Terreno Realty市场表现 - 公司致力于提升美国六大沿海市场的投资组合，但受宏观经济不确定性和关税问题影响，股价今年迄今下跌8.8%，超过行业4.7%的跌幅 [5] 分组5：其他REIT股票情况 - REIT板块中Welltower Inc.和Cousins Properties Incorporated排名较好，目前均为Zacks Rank 2（买入） [6] - Zacks对Welltower 2025年每股FFO的共识估计为4.95美元，同比增长14.6% [6] - Zacks对Cousins 2025年每股FFO的共识估计为2.79美元，同比增长3.7% [7][9]

文章核心观点 - 受特朗普关税暂停声明影响，Terreno Realty股价上涨，但FFO预估无趋势变化，需关注后续走势；Plymouth Industrial股价上涨但FFO预估有变化且评级为卖出 [1][3][4] Terreno Realty公司情况 - 上一交易日股价收于55.83美元，涨幅9.1%，成交量可观，过去四周股价下跌24.3% [1] - 预计即将发布的季度报告中，每股运营资金（FFO）为0.64美元，同比增长12.3%，营收为1.0903亿美元，同比增长28.2% [2] - 过去30天该季度每股FFO的普遍预期保持不变，目前Zacks评级为3（持有） [3] Plymouth Industrial公司情况 - 上一交易日股价收于14.29美元，涨幅6.2%，过去一个月回报率为 -19.6% [3] - 即将发布的报告中每股FFO的普遍预期在过去一个月变化 -1.1%至0.45美元，与去年同期相比无变化，目前Zacks评级为4（卖出） [4] 行业情况 - 两家公司均属于Zacks房地产投资信托和股权信托 - 其他行业 [3]