REXR

Rexford Industrial Realty, Inc. (REXR) Q2 2026 Earnings Call Transcript

Rexford Industrial Realty NYSE: REXR said it is pursuing a broad portfolio realignment, planning to sell approximately $2 billion of non-core industrial assets while using a substantial portion of the proceeds to reduce debt, repurchase shares and selectively fund higher-return investments.

Rexford Industrial Realty is undervalued at 14.9x forward P/FFO, well below its historical average, offering patient investors an attractive entry point. REXR's Q2 2026 results showed 6.8% YoY Core FFO/share growth, driven by operating efficiencies and disciplined cost control, despite modest rental rate declines. Portfolio realignment of $1.5–$2 billion may create near-term FFO/share volatility, but supports share repurchases and strategic asset recycling at favorable cap rate spreads.

Raises 2026 Core FFO per share guidance Announces portfolio realignment through planned 2026 dispositions of $1.5-$2.0 billion LOS ANGELES, July 23, 2026 /PRNewswire/ -- Rexford Industrial Realty, Inc. (the "Company" or "Rexford Industrial") (NYSE: REXR), a real estate investment trust ("REIT") focused on creating value by investing in and operating industrial properties throughout infill Southern California, today announced financial and operating results for the second quarter of 2026. Second Quarter 2026 Financial and Operational Highlights (all comparisons to Second Quarter 2025) Net loss attributable to common stockholders of $506.9 million, or $2.26 per diluted share, driven by non-cash impairment, as compared to net income of $113.4 million, or $0.48 per diluted share.

Rexford Industrial (REXR) witnessed a jump in share price last session on above-average trading volume. The latest trend in FFO estimate revisions for the stock doesn't suggest further strength down the road.

LOS ANGELES, June 29, 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 release second quarter 2026 financial results after the market closes on Thursday, July 23, 2026. A conference call with senior management will be held on Friday, July 24, 2026 at 11 a.m.

Rexford Industrial Realty, Inc. (REXR) Presents at Nareit REITweek: 2026 Investor Conference Transcript

LOS ANGELES, May 28, 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 published its 2025 Environmental, Social and Governance Impact (ESGi) Report. "Our ESGi Report reflects continued progress integrating sustainability across our strategy and operations — from reducing emissions to strengthening our commitment to our team and communities," said Laura Clark, Chief Executive Officer.

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.

Rexford Industrial Realty, Inc. (REXR) Shareholder/Analyst Call Prepared Remarks Transcript