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Redevelopment In Southern California Will Unlock Scarcity Value

Published
22 Aug 24
Updated
20 Sep 25
AnalystConsensusTarget's Fair Value
US$40.88
1.9% overvalued intrinsic discount
20 Sep
US$41.67
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1Y
-13.9%
7D
0.2%

Author's Valuation

US$40.881.9% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on20 Sep 25
Fair value Increased 1.40%

Analysts have modestly raised Rexford Industrial Realty’s price target to $40.88, citing improved Q3 demand signals and longer-term AFFO outlooks despite ongoing headwinds from rent recovery delays and market supply. Analyst Commentary Multiple analysts updated price targets by rolling forward valuation models and incorporating 2027 AFFO estimates, reflecting longer-term earnings outlooks.

Shared on30 Aug 25
Fair value Increased 2.38%

Analysts have modestly raised their price target for Rexford Industrial Realty to $39.88, citing improved industrial demand sentiment post-Q2 but expressing continued caution over slow rent recovery and persistent market headwinds. Analyst Commentary Bullish analysts are raising price targets on improved sentiment for industrial demand trends post-Q2 results and positive feedback from brokers and private landlords.

Shared on07 May 25
Fair value Decreased 0.82%

Shared on30 Apr 25
Fair value Increased 2.53%

AnalystConsensusTarget has decreased revenue growth from 9.2% to 8.2%, increased profit margin from 30.2% to 34.5% and decreased future PE multiple from 40.2x to 35.2x.

Shared on23 Apr 25
Fair value Decreased 6.41%

AnalystConsensusTarget has decreased revenue growth from 10.8% to 7.4%, increased future PE multiple from 40.0x to 46.4x and increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on16 Apr 25
Fair value Decreased 9.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 17%

AnalystConsensusTarget has decreased revenue growth from 15.3% to 10.9% and increased future PE multiple from 33.7x to 41.6x.