Back to top

Image: Bigstock

Terreno (TRNO) Sees Solid Demand, Leases Long Island City Asset

Read MoreHide Full Article

Terreno Realty (TRNO - Free Report) is witnessing healthy demand for its properties. Recently, the company executed a lease for 45,000 square feet in Long Island City, Queens, NY. This lease with a bike share provider in New York City will start on Sep 1, 2023 and expire in June 2029.

The demand for industrial real estate space has been high amid an e-commerce boom, growth in industries and companies making efforts to improve supply-chain efficiencies. Terreno Realty is also experiencing solid demand for its properties.

As of Mar 31, 2023, the company’s operating portfolio was 98.1% leased. This marked an expansion of 120 bps year over year. The same-store portfolio (spanning 13.2 million square feet) was 98.5% leased at the end of the quarter, up 120 bps year over year.

Moreover, the improved land portfolio of 46 parcels, aggregating roughly 161.4 acres, was 98.9% leased as of Mar 31, 2023, up significantly from 92.5% at the prior quarter-end. As of Mar 31, 2023, Terreno Realty’s portfolio included 257 buildings spanning 15.9 million square feet and 46 improved land parcels encompassing 161.4 acres.

TRNO was also able to lock in higher rents on new and renewed leases. These reflected solid industrial real estate market fundamentals and portfolio strength. For the first quarter, this industrial REIT witnessed a 69.3% increase in cash rents on new and renewed leases, with a tenant retention ratio of 54.4% for the operating portfolio and 0.0% for the improved land portfolio.

Apart from the fast adoption of e-commerce, the industrial real estate space is poised to gain traction over the long run from a likely rise in the inventory levels of companies as a precaution for any supply-chain disruption. This will offer opportunities to industrial landlords, including TRNO, Rexford Industrial Realty, Inc. (REXR - Free Report) and STAG Industrial, Inc. (STAG - Free Report) , to enjoy a favorable market environment.

Shares of Terreno Realty, currently carrying a Zacks Rank #3 (Hold), have risen 5.0% in the past six months against the industry’s decline of 8.4%.

Zacks Investment Research
Image Source: Zacks Investment Research

Rexford Industrial Realty carries a Zacks Rank of 2 (Buy) at present. Rexford Industrial Realty’s long-term growth rate is projected at 10.6%. The Zacks Consensus Estimate for REXR’s 2023 funds from operations (FFO) per share of $2.19 suggests an 11.7% year-over-year increase. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

STAG Industrial currently carries a Zacks Rank of 2. The Zacks Consensus Estimate for STAG’s 2023 FFO per share of $2.25 indicates a 1.8% year-over-year increase.

Note: Anything related to earnings presented in this write-up represent funds from operations (FFO) — a widely used metric to gauge the performance of REITs.


Zacks' 7 Best Strong Buy Stocks (New Research Report)


Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.


Click Here, It's Really Free

Published in