Rexford Industrial Realty, Inc. (REXR)
Rexford Industrial Realty, Inc. (REXR) Q1 2026 Earnings Call Transcript
Rexford Industrial Realty, Inc. (REXR) Q1 2026 Earnings Call Transcript
Rexford Industrial (REXR) Q1 FFO Beat Estimates
Rexford Industrial (REXR) came out with quarterly funds from operations (FFO) of $0.61 per share, beating the Zacks Consensus Estimate of $0.6 per share. This compares to FFO of $0.62 per share a year ago.
Rexford Industrial Realty: A Stable REIT With Attractive Preferred Shares
Rexford Industrial Realty stands out among industrial REITs with investment-grade credit ratings and low leverage, supporting portfolio stability. REXR's preferred stocks (REXR.PR.B, REXR.PR.C) yield over 6.7%, trade below par, and offer superior risk-adjusted returns versus common shares' modest AFFO yield. Key credit metrics include a 5x Net Debt/EBITDA, 5.8x EBITDA coverage, and 99.25% unencumbered assets, reflecting strong financial flexibility.
Three Oversold REITs With Strong Fundamentals
There was a time when the biggest worry in markets was commercial real estate (CRE), especially for companies that own offices and workplaces where most staff now work from home. You likely won't find CRE concerns leading the financial headlines anymore, but that's not necessarily because conditions have improved (there's a lot going on!
Rexford Announces Q1 '26 Property Sales & Share Repurchase Progress
REXR reports $127.4M in Q1 property sales with $170M deals pending, and $200M in repurchases with $300M capacity left.
Rexford: Finding A Good Valuation For Very Little Or No Growth
Rexford Industrial Realty now trades at a 5.36% yield and a historically low valuation, reflecting rebased growth expectations. REXR's AFFO growth is forecast at just 1.66% annually through 2028, with recent results confirming anemic expansion and management guiding for a core FFO decline. Capital allocation is a concern, as REXR is funding share buybacks with asset sales, signaling limited reinvestment opportunities and potential business shrinkage.
Rexford Presents Solid Yield Opportunities For The Buy And Write Investor
We had previously downgraded Rexford Industrial Realty (REXR) to 'hold' due to declining FFO and lack of growth catalysts. Recent quarters showed flat or declining FFO per share, with Q4-2025 matching estimates but underperforming historical results. Consensus estimates for REXR are falling, with analysts now projecting further contraction in FFO through 2028-2029.
Rexford Industrial Realty, Inc. (REXR) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
Rexford Industrial Realty, Inc. (REXR) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
Rexford Industrial Realty, Inc. (REXR) Q4 2025 Earnings Call Transcript
Rexford Industrial Realty, Inc. (REXR) Q4 2025 Earnings Call Transcript
Rexford Industrial (REXR) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
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) Surpasses Q4 FFO Estimates
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.
Three Ways To Play The Rexford Recovery
Rexford (REXR) is recovering after a challenging year, with valuation multiples now reset to more reasonable levels. Despite California concentration and tariff risks, REXR has delivered steady FFO per share growth, outperforming peers on this metric. The stock's multiple compressed by about 60%, erasing its premium to PLD, while FFO per share grew nearly 65% over five years.
