Rexford Industrial, a real estate investment trust that focuses on owning and operating industrial properties in the infill markets of Southern California, owns 232 properties with approximately 27.
| Revenue (TTM) | $991.92M |
| Gross Profit (TTM) | $761.78M |
| EBITDA | $677.24M |
| Operating Margin | 41.60% |
| Return on Equity | -4.73% |
| Return on Assets | 1.98% |
| Revenue/Share (TTM) | $4.32 |
| Book Value | $33.22 |
| Price-to-Book | 1.15 |
| Price-to-Sales (TTM) | 8.49 |
| EV/Revenue | 11.99 |
| EV/EBITDA | 1813.14 |
| Quarterly Earnings Growth (YoY) | 28.00% |
| Quarterly Revenue Growth (YoY) | -1.60% |
| Shares Outstanding | $222.99M |
| Float | $220.72M |
| % Insiders | 0.38% |
| % Institutions | 108.52% |
Volatility is currently expanding
Warehouses handling every online order and factory shipment are back in high demand, and five industrial REITs are converting that traffic into growing dividend checks.
REITs are trading at materially higher implied cap rates than private real estate, creating a significant public-private valuation gap and potential opportunity. Historical cap rate cycles highlight the importance of asset durability, balance sheet strength, and sustainable cash flow over headline yields or discounts. Select REITs like Prologis, VICI Properties, and Equinix exemplify the HALO philosophy—owning irreplaceable assets with embedded growth and strong financials.
REXR is rated a buy, supported by a more attractive entry multiple and a robust portfolio reorganization strategy. REXR's $1.2B non-core asset sale advances its $2.0B disposition goal, strengthening the balance sheet and cash flow resilience. Industrial real estate market fundamentals are expected to improve by late 2027, potentially accelerating REXR's growth and enhancing negotiating leverage.
LOS ANGELES, Sept. 28, 2026 /PRNewswire/ -- Rexford Industrial Realty, Inc. (the "Company" or "Rexford Industrial") (NYSE: REXR) today announced that the Company will release third quarter 2026 financial results after the market closes on Thursday, October 22, 2026.
Many REITs are repriced to the downside and offer better yields. Yet this is just optics, as the underlying problem is very significant. The issue I see is that at the current valuations and market dynamics, REITs can't (or should not) be considered solid passive income investments.
Rexford's $1.2B portfolio sale accelerates its $2B realignment, supporting debt reduction, share repurchases and strategic repositioning.
Transaction Advances $2.0 Billion Non-Core Portfolio Realignment $1.5 Billion Completed Year-to-Date Dispositions LOS ANGELES, Sept. 17, 2026 /PRNewswire/ -- Rexford Industrial Realty, Inc. (the "Company" or "Rexford Industrial") (NYSE: REXR) today announced the closing of its previously announced sale of an industrial portfolio to an affiliate of EQT Real Estate for approximately $1.2 billion (the "Portfolio Transaction").
The real estate investment trust is hyperfocused on infill industrial properties in Southern California. Rexford's dividend yield, at its current price, is 4.52%.
Rexford Industrial Realty, Inc. (REXR) Presents at BofA NY Global Real Estate Conference 2026 Transcript
LOS ANGELES, Sept. 10, 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 the Bank of America Securities 2026 Global Real Estate Conference on September 15, 2026 at 4:30 p.m.
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