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Overview
Rexford Industrial owns and operates industrial real estate, such as warehouses and distribution centers, exclusively within Southern California. The company acquires undermanaged or older buildings in high-demand areas and redevelops them into modern facilities to increase their rental value. Unlike many competitors who invest across various regions, Rexford focuses entirely on the supply-constrained Southern California market and uses proprietary research to find off-market deals. Its goal is to provide functional, strategically located spaces for e-commerce and logistics companies to support regional consumption and last-mile delivery.
About Rexford Industrial
Industries
Industrial & Manufacturing
Real Estate
Company Size
201-500
Company Stage
IPO
Headquarters
Los Angeles, California
Founded
2001
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Simplify's Take
What believers are saying
- Laura Clark took over April 1, 2026, ending the co-CEO transition cleanly.
- Rexford raised 2026 disposition guidance to $1.5 billion-$2.0 billion on July 23, 2026.
- Management authorized a new $1.0 billion buyback program through July 2028.
What critics are saying
- July 23, 2026 Q2 losses included $624.8 million impairments, exposing valuation fragility.
- Tenant renewals weakened: excluding Tireco, Q2 2026 cash rents fell 1.8%.
- Elliott pressure plus $2 billion asset sales can disrupt execution through 2027.
What makes Rexford Industrial unique
- Rexford controls Southern California infill industrial land, where new supply stays brutally constrained.
- Its broker network and proprietary data source off-market deals competitors never see.
- Rexford specializes in repositioning fragmented, undercapitalized warehouses into higher-rent logistics assets.
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Funding
Total Funding
$1.8B
Above
Industry Average
Funded Over
3 Rounds
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Unlimited Paid Time Off
401(k) Company Match
Professional Development Budget
Wellness Program
Performance Bonus
Stock Price
Growth & Insights and Company News
6 month growth
↑ 8%1 year growth
↑ 8%2 year growth
↑ 7%Rexford Industrial Realty (NYSE:REXR) price target raised to $38.00. August 12, 2026 Key points. * Scotiabank raised Rexford Industrial Realty's price target to $38 from $36 and maintained a "sector outperform" rating, implying approximately 5% upside from the reported $36.20 share price. * Analyst sentiment is mixed: five analysts rate the stock a Buy, six a Hold and four a Sell, producing an overall "Hold" consensus and a higher average price target of $40.71. * Rexford reported a quarterly EPS loss of $2.26, well below the $0.60 consensus estimate, though revenue of $243 million exceeded expectations. Institutional investors own 99.52% of the company's shares. * MarketBeat previews the top five stocks to own by September 1st. Rexford Industrial Realty (NYSE:REXR - Get Free Report) had its price target raised by stock analysts at Scotiabank from $36.00 to $38.00 in a report issued on Wednesday,Benzinga reports. The brokerage currently has a "sector outperform" rating on the real estate investment trust's stock. Scotiabank's target price would indicate a potential upside of 4.96% from the stock's current price. A number of other research analysts also recently commented on REXR. Mizuho dropped their price target on Rexford Industrial Realty from $38.00 to $35.00 and set a "neutral" rating for the company in a research note on Wednesday, June 10th. Weiss Ratings cut shares of Rexford Industrial Realty from a "hold (c)" rating to a "sell (d)" rating in a research report on Wednesday, July 29th. Truist Financial cut their price target on shares of Rexford Industrial Realty from $40.00 to $38.00 and set a "buy" rating for the company in a report on Thursday, May 21st. JPMorgan Chase & Co. lifted their price objective on shares of Rexford Industrial Realty from $36.00 to $39.00 and gave the company an "underweight" rating in a research note on Monday, August 3rd. Finally, Wells Fargo & Company lowered their price objective on shares of Rexford Industrial Realty from $45.00 to $44.00 and set an "overweight" rating for the company in a research report on Monday, June 1st. Five investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and four have assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company has an average rating of "Hold" and a consensus target price of $40.71. Rexford Industrial Realty price performance. Shares of NYSE REXR traded up $0.01 during midday trading on Wednesday, reaching $36.20. The company's stock had a trading volume of 263,722 shares, compared to its average volume of 2,588,781. The company has a debt-to-equity ratio of 0.42, a quick ratio of 1.70 and a current ratio of 1.70. The company has a market cap of $8.07 billion, a P/E ratio of -20.00, a P/E/G ratio of 1.51 and a beta of 1.19. The business's 50 day moving average price is $35.37 and its two-hundred day moving average price is $35.88. Rexford Industrial Realty has a fifty-two week low of $32.14 and a fifty-two week high of $44.38. Discover more Stock market news Earnings call transcripts Market cap calculator Rexford Industrial Realty (NYSE:REXR - Get Free Report) last issued its quarterly earnings results on Thursday, July 23rd. The real estate investment trust reported ($2.26) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.60 by ($2.86). The company had revenue of $243.00 million for the quarter, compared to analyst estimates of $240.24 million. Rexford Industrial Realty had a negative return on equity of 4.61% and a negative net margin of 39.22%.The company's quarterly revenue was down 1.6% compared to the same quarter last year. During the same period in the prior year, the company earned $0.59 EPS. Rexford Industrial Realty has set its FY 2026 guidance at 2.380-2.430 EPS. On average, analysts forecast that Rexford Industrial Realty will post 2.41 EPS for the current fiscal year. Institutional inflows and outflows. Several institutional investors have recently modified their holdings of REXR. Cassaday & Co Wealth Management LLC bought a new stake in Rexford Industrial Realty during the 1st quarter worth $33,000. Allworth Financial LP acquired a new stake in shares of Rexford Industrial Realty during the second quarter valued at about $33,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new stake in shares of Rexford Industrial Realty during the fourth quarter valued at about $34,000. Wiser Advisor Group LLC bought a new stake in shares of Rexford Industrial Realty during the third quarter worth about $34,000. Finally, Meeder Asset Management Inc. grew its holdings in shares of Rexford Industrial Realty by 724.4% during the fourth quarter. Meeder Asset Management Inc. now owns 1,113 shares of the real estate investment trust's stock worth $43,000 after purchasing an additional 978 shares during the last quarter. 99.52% of the stock is currently owned by institutional investors and hedge funds. About Rexford Industrial Realty. Rexford Industrial Realty, Inc NYSE: REXR is a real estate investment trust (REIT) specializing in the acquisition, ownership and operation of industrial properties in Southern California. The company's portfolio is concentrated in infill locations across key supply-chain markets, where it targets modern distribution centers, logistics facilities and light manufacturing spaces. Rexford's strategy emphasizes buildings that offer proximity to major transportation routes and labor pools, catering to tenants in e-commerce, third-party logistics and manufacturing industries. Since its founding in 2013, Rexford Industrial Realty has executed a disciplined growth plan driven by property acquisitions, selective development projects and strategic value-add initiatives. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Continue following MarketBeat Before you consider Rexford Industrial Realty, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Rexford Industrial Realty wasn't on the list. While Rexford Industrial Realty currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. The AI boom extends far beyond the biggest tech names. Discover 10 companies supplying the memory, storage, networking, semiconductor manufacturing, and power infrastructure that make AI possible. Learn where the next wave of AI investment opportunities may emerge - and the key risks investors should watch as the global AI buildout accelerates.
Arrowstreet Capital Limited Partnership buys new position in Rexford Industrial Realty, Inc. $REXR. August 1, 2026 Key points. * Arrowstreet Capital purchased 351,368 shares of Rexford Industrial Realty worth approximately $11.5 million, while institutional investors collectively own 99.52% of the company. * Rexford reported a quarterly loss of $2.26 per share, missing estimates by $2.86, although revenue of $243 million exceeded expectations. The company expects fiscal 2026 EPS of $2.38-$2.43. * The REIT declared a quarterly dividend of $0.435, equivalent to $1.74 annually and a 4.6% yield. Analyst sentiment remains mixed, with a consensus "Hold" rating and an average price target of $40.38. * Five stocks to consider instead of Rexford Industrial Realty. Arrowstreet Capital Limited Partnership purchased a new position in shares of Rexford Industrial Realty, Inc. (NYSE:REXR - Free Report) during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 351,368 shares of the real estate investment trust's stock, valued at approximately $11,500,000. Arrowstreet Capital Limited Partnership owned approximately 0.16% of Rexford Industrial Realty as of its most recent filing with the SEC. Other hedge funds also recently modified their holdings of the company. Soroban Capital Partners LP increased its stake in Rexford Industrial Realty by 57.2% in the second quarter. Soroban Capital Partners LP now owns 9,191,038 shares of the real estate investment trust's stock valued at $326,925,000 after purchasing an additional 3,344,677 shares in the last quarter. Royal London Asset Management Ltd. bought a new position in shares of Rexford Industrial Realty during the 2nd quarter worth about $91,671,000. Norges Bank acquired a new stake in shares of Rexford Industrial Realty in the 4th quarter valued at about $73,777,000. Principal Financial Group Inc. increased its position in Rexford Industrial Realty by 19.5% in the 4th quarter. Principal Financial Group Inc. now owns 11,518,739 shares of the real estate investment trust's stock valued at $446,006,000 after buying an additional 1,881,905 shares in the last quarter. Finally, Cibc World Markets Corp acquired a new position in Rexford Industrial Realty during the 4th quarter worth approximately $44,853,000. Institutional investors own 99.52% of the company's stock. Rexford Industrial Realty trading down 1.4%. Shares of REXR stock opened at $37.84 on Friday. The company has a quick ratio of 1.50, a current ratio of 1.70 and a debt-to-equity ratio of 0.42. The firm has a market cap of $8.44 billion, a P/E ratio of -20.91, a PEG ratio of 1.59 and a beta of 1.21. The company has a 50 day moving average of $35.20 and a 200-day moving average of $36.09. Rexford Industrial Realty, Inc. has a 12-month low of $32.14 and a 12-month high of $44.38. Rexford Industrial Realty (NYSE:REXR - Get Free Report) last announced its quarterly earnings data on Thursday, July 23rd. The real estate investment trust reported ($2.26) earnings per share for the quarter, missing the consensus estimate of $0.60 by ($2.86). The firm had revenue of $243.00 million for the quarter, compared to the consensus estimate of $240.24 million. Rexford Industrial Realty had a negative net margin of 39.22% and a negative return on equity of 4.61%. Rexford Industrial Realty's revenue for the quarter was down 1.6% on a year-over-year basis. During the same period last year, the company posted $0.59 earnings per share. Rexford Industrial Realty has set its FY 2026 guidance at 2.380-2.430 EPS. Sell-side analysts anticipate that Rexford Industrial Realty, Inc. will post 2.41 earnings per share for the current year. Rexford Industrial Realty dividend announcement. The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Wednesday, September 30th will be paid a $0.435 dividend. This represents a $1.74 dividend on an annualized basis and a yield of 4.6%. The ex-dividend date is Wednesday, September 30th. Rexford Industrial Realty's payout ratio is currently -96.13%. Analyst ratings changes. Several equities analysts recently weighed in on the stock. Barclays dropped their price target on shares of Rexford Industrial Realty from $40.00 to $36.00 and set an "underweight" rating on the stock in a research report on Thursday, July 16th. Scotiabank raised Rexford Industrial Realty from a "sector perform" rating to a "sector outperform" rating and cut their target price for the company from $38.00 to $36.00 in a research report on Thursday, June 18th. Citigroup reissued a "neutral" rating on shares of Rexford Industrial Realty in a research report on Wednesday. Zacks Research upgraded Rexford Industrial Realty from a "strong sell" rating to a "hold" rating in a research note on Tuesday, April 28th. Finally, Evercore reiterated an "outperform" rating on shares of Rexford Industrial Realty in a research note on Monday. Five equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus price target of $40.38. Rexford Industrial Realty company profile. Rexford Industrial Realty, Inc NYSE: REXR is a real estate investment trust (REIT) specializing in the acquisition, ownership and operation of industrial properties in Southern California. The company's portfolio is concentrated in infill locations across key supply-chain markets, where it targets modern distribution centers, logistics facilities and light manufacturing spaces. Rexford's strategy emphasizes buildings that offer proximity to major transportation routes and labor pools, catering to tenants in e-commerce, third-party logistics and manufacturing industries. Since its founding in 2013, Rexford Industrial Realty has executed a disciplined growth plan driven by property acquisitions, selective development projects and strategic value-add initiatives. Want to see what other hedge funds are holding REXR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Rexford Industrial Realty, Inc. (NYSE:REXR - Free Report). This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Rexford Industrial Realty, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Rexford Industrial Realty wasn't on the list. While Rexford Industrial Realty currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. Nuclear energy is entering a new growth cycle as rising power demand, expanding data centers, and renewed policy support bring the sector back into focus. After strong gains in recent years, the most impactful phase of nuclear investment may still be ahead. This report highlights seven nuclear energy stocks positioned across the value chain - combining near-term revenue with long-term upside as next-generation technologies scale. Click the link below to unlock the full list.
Lineage, a cold storage logistics company, and Rexford Industrial Realty, a Southern California-focused industrial REIT, offer contrasting investment approaches in industrial real estate. Lineage operates over 500 temperature-controlled facilities globally, generating approximately $5.4 billion in revenue for FY 2025, though it posted a net loss of nearly $98 million. The company's debt-to-equity ratio stands at roughly 1.0x, whilst free cash flow reached close to $196 million. Rexford Industrial Realty owns over 400 properties concentrated in Southern California's infill markets. For FY 2025, revenue reached approximately $1 billion, up 7.1% year-over-year, with net income of roughly $212 million and a net margin of 21.1%. Lineage offers global scale but operational complexity, whilst Rexford provides regional focus with stronger profitability metrics.
Lineage vs. Rexford Industrial Realty: which real estate stock is a better buy in 2026? Lineage's global cold storage network contrasts with Rexford's Southern California focus, see how their financials and risk profiles stack up for 2026. Key points. * Lineage operates a massive temperature-controlled logistics network across three continents. * Rexford Industrial Realty maintains a high-density portfolio focused exclusively on Southern California. * Which industrial REIT offers the best balance of growth and stability for your portfolio in 2026? * Motley Fool Issues Rare "Highest Conviction" Buy Alert" Industrial real estate has shifted from boring warehouses to critical logistics hubs. Investors choosing between Lineage (LINE +4.05%) and Rexford Industrial Realty (REXR 0.47%) are weighing global scale against regional dominance. Lineage focuses on the specialized niche of cold storage, managing complex food supply chains across multiple continents. Rexford Industrial Realty takes a different approach by concentrating exclusively on the high-demand infill markets of Southern California. Both provide essential infrastructure, but their geographic footprints and operational complexities create distinct investment profiles for those looking at the sector. The case for Lineage. Lineage operates a massive network of temperature-controlled warehouses, serving as a vital link for food producers and retailers. By managing over 500 facilities across North America, Europe, and Asia-Pacific, the company provides a global solution for the food and beverage industry. Its 25 largest customers account for nearly 33% of total revenue, which adds a layer of risk to the business. In FY 2025, revenue reached approximately $5.4 billion, representing a modest growth rate of roughly 0.3% compared to the prior year. Despite this revenue base, the company reported a net loss of nearly $98.0 million for the year. This resulted in a net margin of negative 1.8%, which measures how much profit a company keeps for every dollar of sales. According to its December 2025 balance sheet, the debt-to-equity ratio is roughly 1.0x. This ratio compares total debt to shareholder equity, suggesting a balanced mix of borrowing and ownership. The current ratio, which measures the ability to pay short-term debts with short-term assets, was approximately 0.8x. In FY 2025, Lineage generated free cash flow of close to $196.0 million, representing the cash remaining after paying for property and equipment. The case for Rexford Industrial Realty. Rexford Industrial Realty focuses its entire portfolio on the infill Southern California market, targeting areas with high barriers to new construction. The company owns and operates over 400 properties, catering to diverse tenants in manufacturing, wholesale trade, and transportation. This concentration enables the company to capitalize on the unique supply-and-demand dynamics of one of the world's busiest real estate investment hubs. For FY 2025, revenue climbed to approximately $1.0 billion, reflecting year-over-year growth of close to 7.1%. The company reported net income of approximately $212.0 million during this period. This performance translated to a net margin of approximately 21.1%, indicating a significant portion of revenue is retained as profit after all expenses. As of its December 2025 balance sheet, the company maintained a debt-to-equity ratio of nearly 0.4x. Its current ratio was approximately 7.2x, indicating very high liquidity to meet immediate financial obligations. Rexford Industrial Realty generated free cash flow of about $208.7 million in FY 2025, providing capital for dividends or additional property acquisitions. Risk profile comparison. Lineage faces significant geographic concentration risks, with nearly 26% of its holdings located in California, Washington, and the Netherlands. Its aggressive acquisition strategy, involving over 120 deals since 2008, creates potential challenges for integrating diverse operations and achieving expected cost savings. Additionally, the company must manage rising power and labor costs that may be difficult to pass on to customers under fixed contracts. Where to invest $1,000 right now. When its analyst team has a stock tip, it can pay to listen. After all, Stock Advisor's total average return is 895% - a market-crushing outperformance compared to 205% for the S&P 500. They just revealed what they believe are the 10 best stocks for investors to buy right now... *Stock Advisor returns as of June 22, 2026 Rexford Industrial Realty is uniquely exposed to the Southern California economy, meaning a local downturn or a major earthquake could severely impact its operations. The company competes with large national players like Prologis for tenants and faces regulatory hurdles, such as local transfer taxes. Furthermore, it depends on its ability to raise external capital to fund growth, making it sensitive to interest-rate fluctuations. Valuation comparison. Rexford Industrial Realty appears more reasonably priced relative to its future earnings estimates, though Lineage maintains a much lower valuation relative to its total annual sales. | Metric | Lineage | Rexford Industrial Realty | Sector Benchmark | | EV/EBITDA | 15.8x | 16.6x | 33.3x | | P/S ratio | 1.9x | 8.1x | n/a | Sector benchmark uses the SPDR XLRE sector ETF. Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers. Which stock would I buy in 2026? First things first, if you are a long-term real estate investor, I don't think you can go wrong buying either of these REITs at today's fairly discounted valuations. Rexford has compounded its total returns by 9.9% annually since 2013 and dominates its niche as an infill leader in southern California. This unique business strategy gives the REIT a wide moat and helps provide steady returns over the long haul. Meanwhile, Lineage is new to the public markets, but is the far-and-away leader of the cold-storage industry. Down 45% since its 2024 IPO, LINE hasn't lived up to its once-lofty valuation, but it's now much more reasonably priced. As the leader in a critical industry, Lineage also has a wide moat around its operations, making it an intriguing post-IPO-hype buying candidate, in my opinion. While I like both stocks, I would lean toward buying Lineage for a couple of reasons. First, its operations are essential. Dealing with refrigerated food items is a must, and simply cannot be disrupted. Rexford isn't quite as well protected. Second, Lineage is diversified globally, whereas Rexford has achieved success by targeting a specific niche in Southern California. Though this has been successful, it is highly reliant on the area, leaving it fairly vulnerable to issues. Given these risks, I would be more likely to buy LINE stock and add it to my shortlist at today's attractive valuation. Missed Nvidia in 2009? This Rare signal is flashing again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. If you'd invested $5,000 then, you'd be sitting on $2,583,904 today.* Now, for the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. It's a key player in the $1.8 trillion space race, and with the stock recently sitting 20% off its highs, the window to get in early is closing fast. *Stock Advisor returns as of June 26, 2026.
Rexford Industrial to present at Nareit's REITweek: 2026 Investor Conference. LOS ANGELES, May 19, 2026 /PRNewswire/ - Rexford Industrial Realty, Inc. (the "Company" or "Rexford Industrial") (NYSE: REXR), a real estate investment trust focused on creating value by investing in and operating industrial properties throughout infill Southern California, today announced that the Company will present at Nareit's REITweek: 2026 Investor Conference on June 3, 2026 at 2:45 p.m. ET. A live webcast and replay of the presentation will be available at ir.rexfordindustrial.com. About Rexford Industrial Rexford Industrial 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. As of March 31, 2026, Rexford Industrial's high-quality, irreplaceable portfolio comprised 414 properties with approximately 50.4 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 under the ticker "REXR," Rexford Industrial is an S&P MidCap 400 Index member. For more information, please visit rexfordindustrial.com. Forward Looking Statements This press release may contain forward-looking statements within the meaning of the federal securities laws, which are based on current expectations, forecasts and assumptions that involve risks and uncertainties that could cause actual outcomes and results to differ materially. Forward-looking statements relate to expectations, beliefs, projections, future plans and strategies, anticipated events or trends and similar expressions concerning matters that are not historical facts. In some cases, you can identify forward-looking statements by the use of forward-looking terminology such as "may," "will," "should," "expects," "intends," "plans," "anticipates," "believes," "estimates," "predicts," or "potential" or the negative of these words and phrases or similar words or phrases which are predictions of or indicate future events or trends and which do not relate solely to historical matters. While forward-looking statements reflect the Company's good faith beliefs, assumptions and expectations, they are not guarantees of future performance. In addition, projections, assumptions and estimates of its future performance and the future performance of the industry in which New York Association of Mortgage Brokers operate are necessarily subject to a high degree of uncertainty and risk due to a variety of factors, including those described above. These and other factors could cause results to differ materially from those expressed in its estimates and beliefs and in the estimates prepared by independent parties. For a further discussion of these and other factors that could cause the Company's future results to differ materially from any forward-looking statements, see the reports and other filings by the Company with the U.S. Securities and Exchange Commission, including the Company's Annual Report on Form 10-K for the year ended December 31, 2025, and other filings with the Securities and Exchange Commission. The Company disclaims any obligation to publicly update or revise any forward-looking statement to reflect changes in underlying assumptions or factors, of new information, data or methods, future events or other changes. Contact Mikayla Lynch Director, Investor Relations and Capital Markets (424) 276-3454 [email protected] SOURCE Rexford Industrial Realty, Inc. | / | / | / |
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About Rexford Industrial
Industries
Industrial & Manufacturing
Real Estate
Company Size
201-500
Company Stage
IPO
Headquarters
Los Angeles, California
Founded
2001
Rexford Industrial is Hiring for 2 Jobs on Simplify!
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