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Rexford Industrial Realty, Inc. (REXR) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
APG Asset Management US Inc. grew its stake in shares of Rexford Industrial Realty, Inc. (NYSE: REXR) by 156.6% during the undefined quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 350,557 shares of the real estate investment trust's stock after purchasing an additional 213,927 shares during
Alexander's (NYSE: ALX - Get Free Report) and Rexford Industrial Realty (NYSE: REXR - Get Free Report) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, profitability, valuation, risk, earnings and dividends. Earnings and Valuation This table compares Alexander's and
LOS ANGELES, Feb. 26, 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 provided a disposition and capital allocation update in advance of upcoming investor meetings and presentation at the Citi 2026 Global Property CEO Conference. "Our capital allocation execution year to date demonstrates our focus on delivering across our current strategic priorities," said Laura Clark, Chief Operating Officer and incoming Chief Executive Officer.
LOS ANGELES, Feb. 26, 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 the promotion of John Nahas, the Company's current Managing Director of Operations, to Chief Operating Officer (COO), effective April 1, 2026, in conjunction with Laura Clark's previously announced appointment to Chief Executive Officer. As COO, Nahas will continue to oversee the Company's operations and investments functions including asset management, development and construction, leasing and property management.
Centersquare Investment Management LLC decreased its position in shares of Rexford Industrial Realty, Inc. (NYSE: REXR) by 30.2% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,022,339 shares of the real estate investment trust's stock after selling 1,305,498 shares during the quarter.
Rexford Industrial Realty delivered solid Q4 2025 results, beating AFFO per share consensus but issued underwhelming full-year guidance. REXR's guidance for Core FFO and same-store NOI was weak, with projected occupancy below 2025 levels, pressuring the share price. Shares now trade at a ~19x forward AFFO multiple, materially below peers, making REXR relatively attractive on valuation.
I am shifting from the 5% Rule to a 4% yield focus, blending income and growth for optimal long-term wealth building.
ONEOK and Rexford Industrial Realty Series B preferred offer high-yield, quality income with strong defensive characteristics and minimal AI disruption risk. OKE provides a 5.0% yield, stable fixed-fee midstream revenues, and targets 3–4% annual dividend growth, supported by a robust project pipeline and resilient cash flows. REXR-B yields 6.6%, trades at a 10% discount to liquidation value, and offers cumulative, senior income backed by a fortress balance sheet and improving SoCal industrial fundamentals.
AI is crushing digital businesses, and capital is starting to rotate out of tech. Meanwhile, many REITs trade at 30% discounts to NAV with ~5% yields. We highlight three anti-AI real asset plays that could rerate sharply higher.
Envestnet Asset Management Inc. boosted its stake in Rexford Industrial Realty, Inc. (NYSE: REXR) by 22.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 518,758 shares of the real estate investment trust's stock after buying an additional 93,581 shares during the period.
I see a rising risk of a second inflation wave, with consensus underestimating persistent inflation above 3% through 2026. Leading indicators like the ISM Manufacturing Prices Index and commodity prices signal renewed inflationary pressures despite subdued official CPI data. My investment thesis favors energy royalties, critical materials, infrastructure, and luxury stocks with strong pricing power to offset inflation risks.
Indexes for US equity real estate investment trusts climbed during the first week of February, outperforming the S&P 500. The Dow Jones Equity All REIT index closed the recent week up 2.32%, while the MSCI US REIT (RMZ) index increased 3.09% over the recent week. The industrial and retail REIT indexes logged the largest increases, up 4.42% and 3.99%, respectively, followed by the healthcare REIT index, up 3.89%.
Rexford Industrial (NYSE: REXR) posted a GAAP loss of $0.30 per share in Q4 2025. The stock dropped over 5%.
Thrivent Financial for Lutherans reduced its stake in shares of Rexford Industrial Realty, Inc. (NYSE: REXR) by 13.9% during the undefined quarter, according to its most recent 13F filing with the SEC. The firm owned 102,871 shares of the real estate investment trust's stock after selling 16,540 shares during the period. Thrivent Financial
Rexford Industrial Realty, Inc. (REXR) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for Rexford Industrial (REXR) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Rexford Industrial (REXR) came out with quarterly funds from operations (FFO) of $0.59 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to FFO of $0.58 per share a year ago.
LOS ANGELES, Feb. 4, 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 fourth quarter and full year 2025. Full Year 2025 Financial and Operational Highlights (all comparisons to Full Year 2024) Net income attributable to common stockholders of $200.2 million, or $0.86 per diluted share, as compared to $262.9 million, or $1.20 per diluted share.
Chilton Capital Management LLC decreased its position in shares of Rexford Industrial Realty, Inc. (NYSE: REXR) by 6.5% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 342,220 shares of the real estate investment trust's stock after selling 23,805 shares during