Terreno Realty Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-20.2%projected annual EPS growth
Analyst Coverage
17analysts covering
FY Revenue (est.)
$513.1Mnext fiscal year
FY EPS (est.)
$2.08next fiscal year
Monitoring Framework
Key Performance Indicators
Portfolio Occupancy Rate Quarterly97.7%
Cash Same Store NOI Growth Quarterly8.9%
Cash Rent Change on New and Renewed Leases Quarterly0.2
Watch Items
- Interest Rate Risk and Floating Rate Debt ExposureTrigger: Floating rate debt exceeding 45% of total debt or SOFR increases of 25 bpsAction: Evaluate interest rate swaps or fixed-rate refinancing options to mitigate rising interest expenses.
- Tariff Environment and Trade Policy UncertaintyTrigger: Significant escalation in global trade tariffs or port volume declines in coastal hubsAction: Assess tenant credit risk and lease renewal probabilities in heavily trade-dependent coastal submarkets.
- Leasing Spread Volatility and Mark-to-Market CompressionTrigger: Leasing spreads dropping below historical averages or showing significant quarterly choppinessAction: Re-evaluate acquisition underwriting cap rates and adjust portfolio rent growth projections.
Research as of 19 Jun 2026