REXR logo

Rexford Industrial Realty, Inc. Stock Price

NYSE:REXR Community·US$8.5b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 47 Fair Values set on narratives written by author

REXR Share Price Performance

US$36.36
0.46 (1.28%)
US$39.88
Fair Value
US$36.36
0.46 (1.28%)
8.8% undervalued intrinsic discount
US$39.88
Fair Value
Price US$36.36
AnalystConsensusTarget US$39.88

REXR Community Narratives

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Fair Value US$39.88 8.8% undervalued intrinsic discount

REXR: New Share Repurchase Program And Demand Recovery Hopes Will Shape Outlook

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Updated Narratives

REXR logo

REXR: Long Term Occupancy And Buybacks Will Shape Future Returns

Fair Value: US$39.88 8.8% undervalued intrinsic discount
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Snowflake Analysis

Established dividend payer with mediocre balance sheet.

2 Risks
0 Rewards

Rexford Industrial Realty, Inc. Key Details

US$995.9m

Revenue

US$229.2m

Cost of Revenue

US$766.7m

Gross Profit

US$547.0m

Other Expenses

US$219.7m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.98
76.98%
22.06%
37.6%
View Full Analysis

About REXR

Founded
2013
Employees
256
CEO
Laura Clark
WebsiteView website
www.rexfordindustrial.com

Rexford Industrial Realty, Inc. creates value by investing in, operating and repositioning industrial properties throughout infill Southern California, the world's fourth largest industrial market and consistently the highest-demand with lowest-supply major market in the nation over the long term. The Company’s highly differentiated strategy enables internal and external growth opportunities through its proprietary value creation and asset management capabilities. Rexford Industrial’s high-quality, irreplaceable portfolio comprised 419 properties with approximately 51.2 million rentable square feet occupied by a stable and diverse tenant base. Structured as a real estate investment trust (REIT) listed on the New York Stock Exchange. Rexford Industrial is an S&P MidCap 400 Index member. Rexford Industrial Realty, Inc. was incorporated on January 18th, 2013 and is based in Los Angeles, United States.

Recent REXR News & Updates

Narrative Update 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.
Narrative Update 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.
Seeking Alpha May 02

Rexford Industrial Realty: Unlock Stored Value

Summary Rexford Industrial Realty offers a rare pure play on Southern California infill industrial real estate, benefiting from lasting supply-demand imbalances. REXR trades at a 14% discount to fair value (P/FFO 15.5 vs. 18), reflecting slower near-term earnings growth but consistent long-term fundamentals. Despite rental resets and occupancy pressures, REXR projects 5%–10% re-leasing spreads and maintains a stable BBB+ balance sheet, supporting 4% annual core FFO/share growth. With a 4.7% yield, low-70% payout ratio, and 3%–4% annual dividend growth potential, REXR offers an attractive total return profile for long-term investors. Read the full article on Seeking Alpha

Recent updates

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