Rexford Industrial Realty (REXR) Panoramica del titolo
Rexford Industrial Realty, Inc. crea valore investendo, gestendo e riposizionando proprietà industriali in tutta la California meridionale, il quarto mercato industriale più grande al mondo e costantemente il mercato principale con la più alta domanda e la più bassa offerta a lungo termine della nazione. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 1/6 |
| Dividendi | 5/6 |
REXR Community Fair Values
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Analyst Price Targets
Concorrenti di Rexford Industrial Realty, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$37.05 |
| Massimo di 52 settimane | US$44.38 |
| Minimo di 52 settimane | US$32.14 |
| Beta | 1.21 |
| Variazione di 1 mese | -0.24% |
| Variazione a 3 mesi | 2.40% |
| Variazione di 1 anno | -5.15% |
| Variazione a 3 anni | -29.21% |
| Variazione a 5 anni | -38.39% |
| Variazione dall'IPO | 163.89% |
Notizie e aggiornamenti recenti
Recent updates
Seeking Alpha • Aug 06
Rexford Industrial Realty Q2: Stable Balance Sheet And Credit Metrics, We Prefer Preferred Shares
Summary Rexford Industrial Realty remains a stable, investment-grade REIT with no significant changes in Q2 credit metrics. REXR common stock trades at a 1.14 P/B premium, with a forward AFFO yield of 5.21% and a “hold” rating. REXR preferred stocks (REXR.PR.B, REXR.PR.C) offer 6.4–6.6% yields, among the highest in investment-grade REIT peers. Preferreds trade below par with attractive spreads to Treasuries, making them suitable for low-risk, yield-focused investors. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jun 07
REXR: Long Term Occupancy And Buybacks Will Drive Future Upside
Analysts have reduced the average price target for Rexford Industrial Realty by $0.25, reflecting updated first-quarter views on revenue growth, expenses, and conditions in the broader U.S. REIT sector. Analyst Commentary Recent research updates show a mixed but constructive tone around Rexford Industrial Realty, with several firms revising price targets and one major upgrade following the latest Q1 numbers.Aggiornamento narrativa • May 21
REXR: Long Term Occupancy And Buybacks Will Shape Future Returns
Narrative Update The analyst price target for Rexford Industrial Realty has edged slightly lower by $0.06, with analysts citing recent target trims across several firms and updated views on development yields, acquisition driven growth, and long term occupancy assumptions. Analyst Commentary Recent research shows a mix of optimism and caution on Rexford Industrial Realty, with some analysts trimming price targets while others upgrade their stance based on long term occupancy expectations and views on development and acquisition driven growth.Aggiornamento narrativa • May 04
REXR: Long Term Occupancy And Capital Returns Will Drive Future Upside
The analyst price target for Rexford Industrial Realty has been updated to $39.94 from $41.81, reflecting refined models following Q4 results, modestly softer fundamentals, and revised long-term occupancy and development yield assumptions across recent research updates. Analyst Commentary Recent research reflects a mix of optimism around Rexford Industrial Realty's long term positioning and caution around near term execution and valuation, with several firms refining models after Q4 results and updating longer term assumptions.Aggiornamento narrativa • Feb 21
REXR: Portfolio Transition And Capital Returns Will Shape Balanced Future Outcomes
The updated analyst price target for Rexford Industrial Realty edges lower by about $2 to the low $40s as analysts factor in softer fundamentals, model resets extending to 2027, and ongoing portfolio transition efforts. Analyst Commentary Recent Street research around Rexford Industrial Realty has focused on recalibrating price targets into the low $40s and below, with several firms updating models through 2026 and 2027 as fundamentals and valuation expectations reset.Aggiornamento narrativa • Feb 07
REXR: New CEO Succession And Capital Allocation Approach Will Shape Future Returns
Narrative Update The analyst price target for Rexford Industrial Realty has been adjusted modestly, with recent target cuts of up to US$5 from some firms offset by smaller increases from others. Analysts are factoring in updated sector views, a slightly higher discount rate, more measured revenue growth assumptions, and the impact of management and capital allocation changes on long term expectations.Aggiornamento narrativa • Jan 22
REXR: New CEO Plan And Balanced Sector View Will Shape Returns
Analysts have nudged their price targets for Rexford Industrial Realty slightly lower, trimming our fair value estimate by about $0.13 per share to $43.94 as they factor in updated discount rate assumptions, more cautious revenue growth and margin expectations, and a higher future P/E multiple reflected in recent research moves across the REIT group. Analyst Commentary Recent research on Rexford Industrial Realty reflects a mixed but fairly balanced view, with some analysts turning slightly more constructive while others are dialing back expectations and price targets.Aggiornamento narrativa • Jan 08
REXR: New Leadership And Buybacks Will Support Future Risk Reward Profile
Narrative Update The updated analyst price framework for Rexford Industrial Realty reflects a modest trim in fair value to approximately $44.06 from about $44.31, with analysts pointing to recent target moves around $42 to $44. These moves factor in the new CEO's capital allocation approach, Q3 sector updates for U.S. industrial REITs, and shifts in relative ratings across the peer group.Aggiornamento narrativa • Dec 23
REXR: New Leadership And Capital Allocation Will Support Balanced Future Risk Reward Profile
Analysts have modestly adjusted their price target on Rexford Industrial Realty to approximately $44.31 from about $44.38, reflecting slightly improved expectations for revenue growth, profit margins, and sector fundamentals in light of the company's evolving strategic and capital allocation approach. Analyst Commentary Recent Street commentary reflects a mixed but generally constructive view on Rexford Industrial Realty, with modest target price increases framed by lingering concerns about valuation and execution risk.Aggiornamento narrativa • Dec 09
REXR: New CEO And Capital Allocation Shift Will Drive Future Upside Potential
Analysts have nudged their average price target on Rexford Industrial Realty modestly higher to about $44, reflecting confidence that the company’s new CEO, refined capital allocation strategy, and healthy industrial leasing trends can offset slightly slower growth and margin compression. Analyst Commentary Recent Street research presents a mixed but generally constructive view on Rexford Industrial Realty, with incremental price target increases tempered by a more cautious stance on the risk reward profile.Aggiornamento narrativa • Nov 25
REXR: Recent Board Actions And Leadership Transition Will Shape Outlook Amid Sector Uncertainty
Analysts have modestly increased their fair value estimate for Rexford Industrial Realty, raising the price target from $44.13 to $44.38. This reflects optimism around management’s strategic initiatives and recent positive sector trends.Aggiornamento narrativa • Nov 03
REXR: New Share Repurchase Program And Demand Recovery Hopes Will Shape Outlook
Rexford Industrial Realty's analyst price target has increased by $1.13 to $44.13. Analysts cite updated financial models and improved operating trends as supporting factors for the upward revision.Aggiornamento narrativa • Oct 20
Redevelopment In Southern California Will Unlock Scarcity Value
Rexford Industrial Realty's analyst price target has increased to $43.00 from $41.47 as analysts cite an improving operating outlook, stronger profit margins, and updates to future AFFO estimates. Analyst Commentary Recent street research has spotlighted a range of perspectives regarding Rexford Industrial Realty's outlook, with several price target adjustments and mixed opinions on future growth and sector fundamentals.Aggiornamento narrativa • Oct 06
Redevelopment In Southern California Will Unlock Scarcity Value
Rexford Industrial Realty's analyst price target has been increased from $40.88 to $41.47. This change reflects updated outlooks that factor in rolled-forward models and modestly improving sector fundamentals according to analysts.Aggiornamento narrativa • Sep 20
Redevelopment In Southern California Will Unlock Scarcity Value
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.Aggiornamento narrativa • Aug 30
Redevelopment In Southern California Will Unlock Scarcity Value
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.Seeking Alpha • Apr 21
Rexford Industrial: This Is How Bubbles Play Out
Summary Rexford Industrial was a typical bubble stock. Fundamentals were great and valuation was atrocious. Valuation compression has reached a point from where good returns are very likely. We are upgrading this to a Buy. Read the full article on Seeking AlphaSeeking Alpha • Mar 26
Rexford Industrial: Buy This Bargain Before The Market Wakes Up
Summary Rexford Industrial Realty, Inc. trades at a discounted valuation despite strong fundamentals, focusing on versatile warehouses in supply-constrained Southern California, driving solid leasing activity and rent growth. 2025 is a "reset" year with modest NOI growth and extended lease-up times, but the long-term upside includes $280 million in embedded NOI potential. Backed by strong credit ratings and a safe balance sheet, REXR stock offers a well-covered 4.3% dividend yield, making it appealing to value and income investors. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Rexford Industrial: High Value At Low Price
Summary Rexford Industrial Realty focuses on Southern California's high-value industrial market, offering a 4.2% dividend yield and trading at a P/FFO of 17x. REXR's market benefits from a favorable supply-demand balance, with reduced new supply due to higher interest rates, supporting strong leasing spreads and NOI growth. The REIT's growth strategy emphasizes organic CapEx, with a 72% FFO payout ratio, low leverage, and a BBB+ rated balance sheet. REXR presents a long-term opportunity with the potential for significant share price recovery in 2026, driven by expected FFO per share growth. Read the full article on Seeking AlphaSeeking Alpha • Feb 06
Rexford Industrial: SoCal's Growth Dreams Crumble
Summary We had previously rated Rexford Industrial Realty, Inc. as a HOLD with a buy under price of $42. The stock has moved lower since then and took an extra dive after the release of Q4-2024 results. We go over the numbers and tell you how we played it. Read the full article on Seeking AlphaSeeking Alpha • Jan 18
Rexford Industrial: A Convincing Dividend Growth Stock To Buy Now
Summary Last month, I opened a starter position in Rexford Industrial. The industrial REIT's revenue and core FFO per share climbed higher in Q3. REXR boasts a BBB+ credit rating from S&P on a stable outlook. Shares could be priced at a 30% discount to fair value. If REXR meets growth expectations and returns to my fair value, it could post 25% annual total returns through 2027. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Rexford: Debt Metrics, Pricing Power, Pessimistic Valuation Make The Stock Undeniable
Summary Rexford Industrial is a focused Southern California REIT, leveraging management expertise to upscale properties and drive rent growth. Management's deep industry experience and founder involvement ensure this focus on quality and valued added. Rexford's valuation is attractive, trading at a significant discount compared to most peers, while its debt runway and potential for substantial future growth are unmatched. Despite geographic concentration risks, Rexford's fundamentals and market positioning justify a Strong Buy rating, leading me to open a position at $38.7. Read the full article on Seeking AlphaSeeking Alpha • Dec 17
Rexford Keeps Dropping, But Is It A Buy Yet?
Summary Rexford Industrial has seen a significant decline in share price, down 41% over the last three years, despite strong historical performance. Analysts are generally positive on REXR, but recent headwinds in California and management's withdrawn guidance suggest caution. The bull case highlights REXR's strong balance sheet, strategic assets, and secure dividend, while the bear case points to SoCal concentration risks and slowing FFO trends. I take a critical look at REXR, and share how I will play it to secure a margin of safety. Read the full article on Seeking AlphaSeeking Alpha • Dec 10
Buying REXR Lows With Low Expectations.
Summary REXR's recent price drop is likely sentiment-driven, not due to financial issues, making it an attractive buy for long-term investors. With solid FFO growth, low leverage, and high occupancy rates, REXR remains a financially strong and credible REIT. REXR offers a conservative yet stable investment, providing exposure to Southern California's industrial property market at a decent price. The current selling pressure presents a good opportunity for dollar-cost averaging, with a price target of $60 based on expected FFO growth. Read the full article on Seeking AlphaSeeking Alpha • Nov 18
Adding A Dividend Powerhouse - Rexford Industrial Joins My Portfolio
Summary I added Rexford Industrial Realty to my portfolio, making it my largest REIT investment, leveraging a recent 16% pullback. REXR's strategic focus on Southern California's constrained industrial real estate market provides unique pricing power and long-term growth potential. With a 4.0% dividend yield, strong NOI growth, and attractive valuation, REXR fits my portfolio strategy perfectly. I plan to add more aggressively if REXR's stock price continues to decline, targeting a fair value of $60. Read the full article on Seeking AlphaSeeking Alpha • Oct 17
Rexford Industrial: Upside Potential Remains
Summary Rexford Industrial remains a solid long-term investment despite high valuation, with a conservative price target of $80/share based on strong fundamentals and low leverage. Key risks include rising vacancy rates and declining market rent growth, but the company's favorable supply/demand situation and liquidity mitigate these concerns. At 27x P/AFFO, REXR is highly valued but offers potential 19-20% annualized returns with double-digit growth, making it a compelling "BUY". S&P Global analysts' average PT of $55/share undervalues REXR; I maintain a contrarian "BUY" stance, confident in its long-term performance and growth prospects. Read the full article on Seeking AlphaRendimenti per gli azionisti
| REXR | US Industrial REITs | US Mercato | |
|---|---|---|---|
| 7D | 1.7% | -0.5% | -2.1% |
| 1Y | -5.1% | 23.5% | 18.8% |
Ritorno vs Industria: REXR ha avuto una performance inferiore rispetto al US Industrial REITs che ha registrato un rendimento 23.5 % nell'ultimo anno.
Rendimento vs Mercato: REXR ha avuto una performance inferiore al mercato US che ha registrato un rendimento 18.8 % nell'ultimo anno.
Volatilità dei prezzi
| REXR volatility | |
|---|---|
| REXR Average Weekly Movement | 4.5% |
| Industrial REITs Industry Average Movement | 3.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: REXR non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di REXR è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2013 | 256 | Laura Clark | www.rexfordindustrial.com |
Rexford Industrial Realty, Inc. crea valore investendo, gestendo e riposizionando immobili industriali nelle aree urbane della California meridionale, il quarto mercato industriale più grande al mondo e, nel lungo periodo, il principale mercato degli Stati Uniti caratterizzato costantemente dalla domanda più elevata e dall’offerta più bassa. La strategia altamente differenziata della Società consente opportunità di crescita sia interna che esterna grazie alle proprie capacità proprietarie di creazione di valore e di gestione patrimoniale. Al 30 giugno 2026, il portafoglio di alta qualità e insostituibile di Rexford Industrial comprendeva 409 immobili con circa 49,9 milioni di piedi quadrati affittabili, occupati da una base di inquilini stabile e diversificata.
Rexford Industrial Realty, Inc. Riepilogo dei fondamenti
| REXR statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$8.68b |
| Utili (TTM) | -US$400.64m |
| Ricavi(TTM) | US$991.92m |
8.3x
Rapporto P/S-20.6x
Rapporto P/EREXR è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| REXR Conto economico (TTM) | |
|---|---|
| Ricavi | US$991.92m |
| Costo del fatturato | US$230.14m |
| Profitto lordo | US$761.78m |
| Altre spese | US$1.16b |
| Utili | -US$400.64m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -1.80 |
| Margine lordo | 76.80% |
| Margine di profitto netto | -40.39% |
| Rapporto debito/patrimonio netto | 41.3% |
Come si è comportato REXR nel lungo periodo?
Vedi performance storica e confrontoDividendi
4.7%
Rendimento attuale del dividendo81%
Rapporto di remunerazioneREXR paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di REXR| Rexford Industrial Realty date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Sep 30 2026 |
| Data di pagamento dei dividendi | Oct 15 2026 |
| Giorni fino al dividendo Ex | 40 days |
| Giorni prima della data di pagamento dei dividendi | 55 days |
REXR paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di REXRAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/20 06:13 |
| Prezzo dell'azione a fine giornata | 2026/08/20 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Rexford Industrial Realty, Inc. è coperta da 34 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Rodgers | Baird |
| Nicholas Thillman | Baird |
| Brendan Lynch | Barclays |