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

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Americold Realty Trust is rated 'Hold' despite a 6.5% dividend yield and improved balance sheet post-EQT JV. COLD raised full-year AFFO guidance to $1.26–$1.32/share, but AFFO/share is expected to decline for a second consecutive year. Same-store NOI continues to contract due to persistent power and labor cost pressures, challenging margin recovery.

Americold Realty Trust remains a Buy, trading at a significant discount to intrinsic value amid macro risks. COLD's Q2 saw revenue and occupancy growth, balance sheet strengthening via a $1.3B JV, and AFFO guidance raised to $1.26–$1.32/share. Cost-saving initiatives and selective divestitures are underway, with a 6x leverage target and a 6.5% dividend yield supported by a ~71% estimated payout ratio.

America's REIT Dream Team balances five SWAN Anchors with five higher-yield, higher-risk Buoys to optimize total return and diversification. Buoy picks - REXR, COLD, VICI, NLCP, and LADR - offer compelling catalysts: industrial scarcity, food infrastructure, gaming recovery, cannabis normalization, and disciplined capital allocation. REXR, COLD, VICI, NLCP, and LADR each present 20–30%+ total return potential but require careful position sizing due to elevated risk and sector-specific headwinds.