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REXR Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
34.730
Open
34.340
VWAP
34.24
Vol
2.29M
Mkt Cap
7.88B
Low
33.980
Amount
78.47M
EV/EBITDA(TTM)
16.71
Total Shares
231.84M
EV
11.64B
EV/OCF(TTM)
21.47
P/S(TTM)
8.02
Rexford Industrial Realty, Inc. is a self-administered and self-managed full-service real estate investment trust (REIT). The Company is focused on owning, operating and acquiring industrial properties in Southern California infill markets. It acquires, owns, improves, redevelops, leases, and manages industrial real estate principally located in Southern California infill markets, through Rexford Industrial Realty, L.P. (Operating Partnership) and its subsidiaries. The Company also acquires or provides mortgage debt secured by industrial zoned property or property suitable for industrial development. It provides property management services and leasing services to related party property owners. Its property management services include performing property inspections, monitoring repairs and maintenance, maintaining tenant relations and providing financial and accounting oversight. Its portfolio consists of 424 properties with approximately 51.0 million rentable square feet.
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Events Timeline

(ET)
2026-02-26
16:30:00
Rexford Appoints John Nahas as COO
select
2026-02-04 (ET)
2026-02-04
16:20:00
Rexford Industrial Sees 2026 FFO of $2.35-$2.40
select
2026-02-04
16:20:00
Rexford Reports Q4 Revenue of $248.1M, Slightly Below Consensus
select

News

PRnewswire
9.5
03-19PRnewswire
Rexford Industrial to Release Q1 2026 Financial Results
  • Earnings Release Schedule: Rexford Industrial plans to release its Q1 2026 financial results after market close on April 23, 2026, demonstrating the company's commitment to transparency and investor communication.
  • Management Conference Call: A conference call with senior management is scheduled for April 24, 2026, at 11 a.m. ET, providing investors with a direct opportunity to engage with leadership and enhance market confidence.
  • Market Positioning: Rexford Industrial focuses on investing in and operating industrial properties in infill Southern California, leveraging its position in the world's fourth-largest industrial market to ensure stable rental income and asset appreciation over the long term.
  • Portfolio Overview: As of December 31, 2025, the company boasts a portfolio of 419 properties with approximately 51.2 million rentable square feet, reflecting its strong market position and diverse tenant base.
Fool
8.5
03-06Fool
Sophron Capital Management Acquires Stake in Rexford Industrial Realty
  • New Investment Disclosure: On February 17, 2026, Sophron Capital Management disclosed a new position by acquiring 185,944 shares of Rexford Industrial Realty for $7.20 million, reflecting confidence in the company's growth prospects.
  • Asset Allocation Insight: This new stake represents 2.3% of Sophron's 13F reportable assets as of December 31, 2025, highlighting its significance in a diversified investment portfolio, particularly in the industrial real estate sector.
  • Market Performance Comparison: Despite Rexford's stock price declining about 11% over the past year, its strong pricing power in Southern California's high-demand market is evident, with rental rates for new and renewal leases rising over 23% in 2025, showcasing market resilience.
  • Long-Term Investment Strategy: Rexford generated approximately $558.6 million in Core FFO in 2025, a 9% increase year-over-year, while maintaining a 96% portfolio occupancy rate, indicating its potential in the growth of logistics and supply chain infrastructure, attracting long-term investor interest.
NASDAQ.COM
8.5
03-06NASDAQ.COM
Sophron Capital Management Initiates Position in Rexford Industrial Realty
  • New Investment Position: Sophron Capital Management initiated a new position in Rexford Industrial Realty during Q4 2026 by acquiring 185,944 shares valued at $7.20 million, indicating confidence in the company's prospects within the Southern California industrial market.
  • Holding Proportion Analysis: This investment accounts for 2.3% of Sophron's AUM, which, while not placing it among the top five holdings, reflects a strategic emphasis on diversification to enhance portfolio stability.
  • Market Potential Assessment: Rexford focuses on infill markets in Southern California, with leasing activity in 2025 showing over a 23% increase in rents, highlighting the significant pricing power landlords possess due to supply constraints in the region.
  • Financial Performance Highlights: Despite a recent stock decline of approximately 11%, Rexford generated around $558.6 million in Core FFO for 2025, a 9% increase year-over-year, while maintaining a robust portfolio occupancy rate of 96%, underscoring operational resilience.
NASDAQ.COM
5.0
03-02NASDAQ.COM
Rexford Industrial Realty Executive Makes Significant Insider Purchase
  • Insider Buying Signal: Laura E. Clark, COO of Rexford Industrial Realty, purchased $200.3K worth of stock at an average price of $37.73 per share over the past six months, indicating confidence in the company's future and suggesting potential undervaluation.
  • Market Trading Conditions: On Monday, Rexford's shares traded as low as $36.80, below Clark's purchase price, reflecting market interest and potential investment opportunities for bargain hunters.
  • Stock Performance Analysis: Rexford's stock has a 52-week low of $29.68 and a high of $44.38, with the current trading price at $37.52, indicating relatively stable price fluctuations that may attract more investor attention.
  • Dividend Yield: Rexford currently pays an annualized dividend of $1.74 per share, distributed quarterly, with the latest dividend's ex-date set for March 31, 2026, offering an approximate 4.6% annualized yield that may appeal to income-seeking investors.
seekingalpha
9.5
02-05seekingalpha
Rexford Industrial Realty Q4 2025 Earnings Call Insights
  • Leadership Transition: Outgoing Co-CEOs Howard Schwimmer and Michael Frankel highlighted Rexford's evolution into a leading industrial real estate platform, with incoming CEO Laura Clark expressing confidence in future growth, indicating a commitment to maintaining momentum during the leadership change.
  • Asset Disposition Strategy: Clark noted that the company opportunistically sold seven properties for a total of $218 million in 2025, with a target of $400 million to $500 million in asset sales for 2026 to support capital recycling and capitalize on accretive opportunities.
  • Financial Performance: The fourth quarter core FFO per share was $0.59, in line with expectations, driven by higher same-property NOI growth and lower G&A expenses, although bad debt increased, demonstrating the company's resilience amid market pressures.
  • Market Outlook: Management introduced 2026 core FFO per share guidance of $2.35 to $2.40, reflecting expectations for rent stabilization on approximately 1.2 million square feet of projects, despite a projected 2% decline in same-property NOI growth.
seekingalpha
8.0
02-05seekingalpha
Rexford Industrial Realty Increases Quarterly Dividend by 1.2%
  • Dividend Increase: Rexford Industrial Realty has declared a quarterly dividend of $0.435 per share, marking a 1.2% increase from the previous $0.430, demonstrating the company's ongoing commitment to stable cash flow and shareholder returns.
  • Stable Yield: The forward yield of 4.2% not only attracts income-seeking investors but also reflects the company's financial health in the current market environment, reinforcing investor confidence.
  • Financial Performance in Line: Rexford's funds from operations (FFO) of $0.59 met market expectations, while revenue of $248.1 million also aligned with forecasts, indicating the company's operational efficiency and revenue generation stability.
  • Shareholder Return Strategy: The dividend is payable on April 15, with a record date of March 31 and an ex-dividend date of March 31, further enhancing the company's appeal to shareholders and potentially driving long-term stock price growth.
Wall Street analysts forecast REXR stock price to rise
13 Analyst Rating
Wall Street analysts forecast REXR stock price to rise
5 Buy
7 Hold
1 Sell
Moderate Buy
Current: 0.000
sliders
Low
38.00
Averages
43.67
High
48.00
Current: 0.000
sliders
Low
38.00
Averages
43.67
High
48.00
Scotiabank
Sector Perform
downgrade
$44 -> $39
AI Analysis
2026-03-02
Reason
Scotiabank
Price Target
$44 -> $39
AI Analysis
2026-03-02
downgrade
Sector Perform
Reason
Scotiabank lowered the firm's price target on Rexford Industrial to $39 from $44 and keeps a Sector Perform rating on the shares. The firm is updating its price targets for U.S. Real Estate & REIT stocks under its coverage following Q4 results, the analyst tells investors. Scotiabank believes REITs should be raising target development yields to focus on near-term funds from operations per share impact and believes external growth from acquisitions offer a "better thematic story," the firm adds.
JPMorgan
Neutral
downgrade
$42 -> $39
2026-02-18
Reason
JPMorgan
Price Target
$42 -> $39
2026-02-18
downgrade
Neutral
Reason
JPMorgan lowered the firm's price target on Rexford Industrial to $39 from $42 and keeps a Neutral rating on the shares. The firm reduced the company's 2027 estimates as part of a model update.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for REXR
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Valuation Metrics

The current forward P/E ratio for Rexford Industrial Realty Inc (REXR.N) is 31.41, compared to its 5-year average forward P/E of 57.36. For a more detailed relative valuation and DCF analysis to assess Rexford Industrial Realty Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
57.36
Current PE
31.41
Overvalued PE
85.70
Undervalued PE
29.01

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
23.82
Current EV/EBITDA
17.62
Overvalued EV/EBITDA
29.46
Undervalued EV/EBITDA
18.18

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
12.73
Current PS
8.56
Overvalued PS
16.20
Undervalued PS
9.26

Financials

AI Analysis
Annual
Quarterly

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Whales Holding REXR

R
Reinhart Partners, LLC
Holding
REXR
+5.84%
3M Return
C
CenterSquare Investment Management LLC
Holding
REXR
+5.08%
3M Return
H
Heitman Real Estate Securities LLC
Holding
REXR
+3.97%
3M Return
S
Security Capital Research & Management Incorporated
Holding
REXR
+1.75%
3M Return
A
Anchor Capital Advisors LLC
Holding
REXR
-0.12%
3M Return
N
Nan Shan Life Insurance Co., Ltd.
Holding
REXR
-5.56%
3M Return

Trading Trends

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Frequently Asked Questions

What is Rexford Industrial Realty Inc (REXR) stock price today?

The current price of REXR is 34 USD — it has decreased -1.73

What is Rexford Industrial Realty Inc (REXR)'s business?

Rexford Industrial Realty, Inc. is a self-administered and self-managed full-service real estate investment trust (REIT). The Company is focused on owning, operating and acquiring industrial properties in Southern California infill markets. It acquires, owns, improves, redevelops, leases, and manages industrial real estate principally located in Southern California infill markets, through Rexford Industrial Realty, L.P. (Operating Partnership) and its subsidiaries. The Company also acquires or provides mortgage debt secured by industrial zoned property or property suitable for industrial development. It provides property management services and leasing services to related party property owners. Its property management services include performing property inspections, monitoring repairs and maintenance, maintaining tenant relations and providing financial and accounting oversight. Its portfolio consists of 424 properties with approximately 51.0 million rentable square feet.

What is the price predicton of REXR Stock?

Wall Street analysts forecast REXR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for REXR is43.67 USD with a low forecast of 38.00 USD and a high forecast of 48.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Rexford Industrial Realty Inc (REXR)'s revenue for the last quarter?

Rexford Industrial Realty Inc revenue for the last quarter amounts to 248.10M USD, increased 2.14

What is Rexford Industrial Realty Inc (REXR)'s earnings per share (EPS) for the last quarter?

Rexford Industrial Realty Inc. EPS for the last quarter amounts to -0.30 USD, decreased -211.11

How many employees does Rexford Industrial Realty Inc (REXR). have?

Rexford Industrial Realty Inc (REXR) has 256 emplpoyees as of March 25 2026.

What is Rexford Industrial Realty Inc (REXR) market cap?

Today REXR has the market capitalization of 7.88B USD.