TRNO

Baron Real Estate Income Fund decreased 7.58% (Institutional Shares) in the third quarter, underperforming the MSCI US REIT Index, which decreased 6.33%. Welltower is a leading owner and operator of senior housing communities across the U.S., Canada, and the U.K., and is the largest health care REIT by market capitalization. We initiated a position in AAON, Inc., following a disappointing second quarter earnings result.

AHR, TRNO and RLJ stand out as modern assets, healthy demand and balance sheet flexibility offset persistent REIT industry headwinds.

Terreno Realty, Americold Realty Trust and Industrial Logistics Properties Trust offer distinct growth drivers despite higher rates.

Terreno Realty Corporation maintains a 'Buy' rating, supported by robust Q2 operating performance and a resilient, supply-constrained coastal portfolio. TRNO delivered 11.1% revenue growth, 9.4% FFO/share growth, and a strong 97.6% occupancy, with cash rent spreads on new leases at 27.7%. Capital recycling remains disciplined, with recent acquisitions at a 5.3% cap rate and a conservative 2.5x net debt/EBITDA, validated by Moody's Baa1 rating.

TRNO sells a Miami industrial property for $21.3 million as it reshapes its portfolio and pursues future growth.

BELLEVUE, Wash.--(BUSINESS WIRE)--Terreno Realty Corporation Acquires Property in Brooklyn, NY for $26.3 Million.

BELLEVUE, Wash.--(BUSINESS WIRE)--Terreno Realty Corporation Announces Lease in Queens, NY.

Does Terreno Realty (TRNO) have what it takes to be a top stock pick for momentum investors? Let's find out.

In theory, REITs should deliver abnormal returns when inflation runs hot. In practice, REITs have barely registered positive returns. While I am not overly bullish on REITs (to say the least), I still see some exceptions that might be worth scooping up.

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