Terreno Realty Corporation (TRNO)
NYSEReal EstateReit - IndustrialSnapshot 2026-09-04
$65.65-0.23%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - IndustrialSnapshot 2026-09-04
QuarterlyIQ Insights · TRNO
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
No current thesis-health read is available for this company.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 9.5% |
| Our one-year growth estimate | diamond | 10.3% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 0.8 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 15 industry peers · Company calendar date is not available
TRNO — debt issuance
Dated 2026-02-17
Other Events. In connection with the commencement of an “at the market” equity offering program (the “ATM Program”), Terreno Realty Corporation (the “Company”) filed with the Securities and Exchange Commission (the “SEC”) a prospectus supplement dated February 17, 2026 (the “Prospectus Supplement”), pursuant to which the Company may issue and sell shares of its common stock having an aggregate offering price of up to $500,000,000 (the “Shares”) in amounts and at times to be determined by the…
Why it matters: The FOMC's interest rate choice affects real estate loans. It also impacts how investors feel.
Watch forFOMC keeps rates steady or lowers them.
Also watch forFOMC raises rates.
Why it matters: The earnings report will show revenue details and what management thinks.
Watch forEarnings report shows good news in revenue or guidance.
Also watch forEarnings report shows bad news in revenue or guidance.
Why it matters: If revenue growth speeds up, it may signal a stronger recovery in the real estate sector.
Supportive ifQ2 revenue growth reported above 4%.
Worry ifQ2 revenue growth remains below 4%.
Why it matters: GDP growth affects real estate demand. Strong growth could boost Terreno's outlook.
Supportive ifGDP growth rate in the second estimate exceeds 2% quarter over quarter.
Worry ifGDP growth rate in the second estimate is below 1% quarter over quarter.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$81 on $10,000 · ±0.8% | How much price usually moves either way. |
| Bad day | $196 loss on $10,000 · 2.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,256 loss on $10,000 · 12.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: CPI data can impact real estate demand and investor sentiment in the sector.
Watch forCPI data shows inflation lower than expected. This helps real estate demand.
Also watch forCPI data shows inflation higher than expected. This hurts real estate demand.
Why it matters: Faster revenue growth means more demand for Terreno's properties.
Supportive ifTerreno reports revenue growth of 6% or more in its next earnings.
Worry ifRevenue growth remains below 4% in the next earnings report.
Why it matters: If revenue growth picks up, it may indicate a positive shift in the real estate sector.
Supportive ifSector revenue growth is speeding up again. It is now above 3% year over year.
Worry ifSector revenue growth remains below -3% year over year.
Why it matters: CPI shows how people think about inflation. Higher inflation can affect real estate.
Watch forCPI shows an increase above 3% year over year.
Also watch forCPI shows a decrease below 2% year over year.
Why it matters: Unemployment claims show how healthy the job market is. More claims can mean economic trouble.
Worry ifWeekly unemployment claims are over 300,000.
Less concerning ifWeekly unemployment claims stay below 250,000.
Why it matters: A return to strong revenue growth could signal a positive shift in the real estate sector. It may help Terreno Realty regain quality after a recent decline.
Supportive ifRevenue growth speeds up to over 5% each year.
Worry ifRevenue growth remains below 2% year over year.
Why it matters: PPI data can change inflation and interest rates. This affects real estate values and how investors feel.
Watch forPPI shows a decrease month over month, indicating easing inflation.
Also watch forPPI goes up each month, showing inflation is rising.
Why it matters: CPI data is key for understanding inflation trends. It influences interest rates and can affect real estate performance.
Watch forCPI shows a decrease month over month, suggesting inflation is under control.
Also watch forCPI goes up each month, showing inflation is increasing.