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) | 8.64 |
| 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 | 108.48% |
Volatility is currently contracting
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.
Rexford Industrial Realty Trust remains a hold despite improved valuation and a near 5% dividend yield due to ongoing SoCal market headwinds and lack of growth. Q2 results showed another double-beat and a second consecutive core FFO guidance raise, but projected growth remains under 1% year-over-year. Management is aggressively recycling capital, raising disposition guidance to $1.5–$2 billion and prioritizing debt reduction and opportunistic share buybacks.
REXR earns a Buy rating as management navigates a challenging Southern California industrial market with prudent balance sheet actions. REXR is executing a major strategic overhaul, raising its 2024 asset disposition target to $2 billion and launching a $1 billion share repurchase program. Despite headline GAAP losses from asset sales, REXR maintains stable cash flow and conservative leverage, prioritizing debt repayment and equity buybacks over growth.
REITs snapped a 3-month winning streak with a -0.49% average total return in July. Mid-cap (+2.12%) and large-cap REITs (+1.48%) continued to perform well, but small caps (-0.81%) and especially micro caps (-9.49%) struggled. 59.06% of REIT securities had a positive total return in July.
Agreement Brings Year-to-Date Dispositions Closed or Under Contract to $1.5 Billion Positions Rexford to Deliver on Full-Year Disposition Guidance of $1.5 to $2.0 Billion LOS ANGELES, Aug. 18, 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 it has entered into a definitive agreement to sell an industrial portfolio to an affiliate of EQT Real Estate for approximately $1.2 billion. The transaction is expected to close by the end of the third quarter of 2026, subject to customary closing conditions.
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