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Terreno Realty (TRNO) investor relations material
Terreno Realty Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Focused on acquiring, owning, and operating industrial real estate in six major coastal U.S. markets, emphasizing infill locations and value-add opportunities.
Portfolio consists of 18.9 million square feet across 297 buildings, with occupancy at 98.2% for same store and 97.7% overall as of June 30, 2025.
Total revenues for Q2 2025 increased 19.1% year-over-year to $112.2 million, driven by new/renewed leases, acquisitions, and higher occupancy.
Demonstrated strong value creation with 43 properties sold since IPO, generating a 12.6% unleveraged IRR and a 12.3% dividend CAGR since 2011.
Management compensation is fully aligned with shareholders, with no annual cash bonuses and significant insider ownership.
Financial highlights
Q2 2025 net income available to common stockholders was $92.9 million, or $0.90 per diluted share, up from $35.5 million, or $0.37 per share, in Q2 2024.
Funds from Operations (FFO) per diluted share was $0.64 in Q2 2025, up from $0.61 in Q2 2024.
Cash same store NOI growth was 9.0% year-over-year in Q2 2025; excluding termination fees, growth was 7.6%.
Q2 2025 acquisitions totaled $123.5 million; year-to-date dispositions reached $231.1 million.
Adjusted EBITDA for Q2 2025 was $78.8 million, a 15.4% increase year-over-year.
Outlook and guidance
Acquisitions under contract as of August 5, 2025, total $472.5 million, with an additional $26.7 million under letters of intent.
Six properties under development or redevelopment, expected to add nine buildings and 0.9 million square feet upon completion.
Countyline Corporate Park Phase IV in Miami is a major ongoing project, expected to deliver 2.2 million square feet of LEED-certified space by 2027.
Management expects continued growth from acquisitions, development, and strong leasing activity, with 5.7% of annualized base rent scheduled to expire in the remainder of 2025.
Rental rates on new and renewed leases for remaining 2025 expirations are expected to be above current rates.
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Next Terreno Realty earnings date
Q3 20255 Nov, 2025
Next Terreno Realty earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Terreno Realty Corporation is a real estate investment trust (REIT) based in San Francisco, specializing in the acquisition, ownership, and operation of industrial real estate. The company focuses on properties located in major U.S. coastal markets such Los Angeles, Northern New Jersey/New York City, San Francisco Bay Area, and several others. These markets are selected for their strong operating fundamentals, including lower vacancy rates and higher rent growth potential. Terreno Realty's portfolio includes a variety of industrial properties, aiming to serve the needs of businesses in strategic urban and infill locations across these key markets. The company is headquartered in San Francisco, California and its shares are listed on the NYSE.
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