Rexford Industrial is executing a strategic $2 billion disposition plan to reshape its concentrated Southern California portfolio, which has reduced total assets from $13.1B to $11.6B and triggered a significant non-cash charge, driving FFO per share to -$1.94...
Price trend, volume and key moving averages
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 23, 2026 | -$2.26-866.9% vs $0.29 | $243M+1.1% vs $240M |
Q2 2026 Apr 23, 2026 | $0.38+42.4% vs $0.27 | $242M-0.1% vs $242M |
Q1 2026 Feb 4, 2026 | -$0.30-221.5% vs $0.25 | $243M-1.9% vs $248M |
Q4 2025 Oct 15, 2025 | $0.37+19.4% vs $0.31 | $247M+0.2% vs $246M |
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.
AI could disrupt far more than just SaaS companies. Real estate may become the ultimate anti-AI asset class. REITs are already benefiting from the AI Immunity Trade.
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").
Benchmark REXR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Rexford Industrial Realty, Inc. (REXR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $38.15 | $8.72B | 44.36 | 7.13% | 21.14% | 2.41% | 4.65% | |
| $134.00 | $124.93B | 37.85 | 7.18% | 41.54% | 6.46% | — | |
| $202.60 | $10.89B | 41.60 | 12.97% | 40.47% | 8.61% | — | |
| $61.07 | $8.1B | 32.66 | 8.58% | 47.96% | 12.99% | — | |
| $36.83 | $7.05B | 25.23 | 10.14% | 28.05% | 6.79% | — | |
| $60.88 | $3.53B | 33.45 | -2.3% | 18.63% | 3.21% | — |
Rexford Industrial Realty, Inc. (REXR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Rexford Industrial Realty, Inc. (REXR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 23, 2026·SEC
May 21, 2026·SEC
Apr 23, 2026·SEC
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Rexford Industrial Realty, Inc. (REXR) stock FAQ — growth, dividends, profitability & financials explained
Rexford Industrial Realty, Inc. (REXR) reported $984.5M in revenue for fiscal year 2025. This represents a 3449% increase from $27.7M in 2011.
Rexford Industrial Realty, Inc. (REXR) grew revenue by 7.1% over the past year. This is steady growth.
Rexford Industrial Realty, Inc. (REXR) reported a net loss of $391.2M for fiscal year 2025.
Yes, Rexford Industrial Realty, Inc. (REXR) pays a dividend with a yield of 4.65%. This makes it attractive for income-focused investors.
Rexford Industrial Realty, Inc. (REXR) has a return on equity (ROE) of 2.4%. This is below average, suggesting room for improvement.
Rexford Industrial Realty, Inc. (REXR) generated Funds From Operations (FFO) of $-86.8M in the trailing twelve months. FFO is the primary profitability metric for REITs.
Rexford Industrial Realty, Inc. (REXR) offers a 4.65% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.
