Rexford Industrial RealtyREXR
REXR
About: Rexford Industrial Realty Inc is a real estate investment trust engaged in owning, operating, and acquiring industrial properties in Southern California infill markets. The goal is to generate attractive risk-adjusted returns for stockholders by providing superior access to industrial property investments in Southern California infill markets. It has one operating segment business of investing in, operating, and repositioning/redeveloping industrial real estate properties located in Southern California infill markets.
Employees: 271
0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
60% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 8 (+3) [Q4]
13% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 139
0% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 63
2% less funds holding
Funds holding: 402 [Q3] → 395 (-7) [Q4]
3.09% less ownership
Funds ownership: 109.63% [Q3] → 106.54% (-3.09%) [Q4]
24% less capital invested
Capital invested by funds: $12.1B [Q3] → $9.16B (-$2.94B) [Q4]
47% less call options, than puts
Call options by funds: $8.79M | Put options by funds: $16.7M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$40
3%
upside
Avg. target
$44
13%
upside
High target
$47
21%
upside
6 analyst ratings
0 positive
0%
5 neutral
83%
1 negative
17%
Baird David Rodgers 55% 1-year accuracy 16 / 29 met price target | 21%upside $47 | Neutral Maintained | 4 Mar 2025 |
Scotiabank Greg McGinniss 27% 1-year accuracy 4 / 15 met price target | 21%upside $47 | Sector Perform Maintained | 28 Feb 2025 |
JP Morgan Michael Mueller 80% 1-year accuracy 12 / 15 met price target | 13%upside $44 | Neutral Maintained | 13 Feb 2025 |
Deutsche Bank Omotayo Okusanya 69% 1-year accuracy 9 / 13 met price target | 3%upside $40 | Hold Initiated | 14 Jan 2025 |
Barclays Brendan Lynch 63% 1-year accuracy 19 / 30 met price target | 6%upside $41 | Underweight Maintained | 13 Jan 2025 |
Financial journalist opinion
Based on 16 articles about REXR published over the past 30 days
Positive
Seeking Alpha
5 days ago
Get Ready: The REIT Recovery Is About To Take Off
The REIT recovery has stalled in recent months. But I think that it will soon resume. I present the powerful catalyst that could push REITs a lot higher.
Positive
Seeking Alpha
1 week ago
Dividends Are The Future - Why I'm Betting Big On These Value Plays
I expect a market rotation from growth to value stocks, driven by inflation stability, fading AI tailwinds, and attractive valuations in value sectors. Dividend stocks, especially in energy and REITs, offer diversification and strong risk/reward potential, with consistent cash flow and growth opportunities. While risks like rate cuts or a recession exist, my picks are positioned to perform well even if growth outperforms.
Neutral
Seeking Alpha
2 weeks ago
Why I Don't Invest In REIT ETFs
Passive beats active in most cases. REITs are an exception. I explain why I follow an active strategy when investing in REITs.
Positive
Seeking Alpha
2 weeks ago
How To Invest $100,000 Today For A Strong Dividend Snowball Portfolio
Want financial freedom? Here's how to turn $100K into a lifetime of growing passive income. These picks offer the perfect balance of high yield, strong dividend growth, and compounding power. Warren Buffett and Charlie Munger's wisdom applied—build your own dividend machine starting now.
Negative
Seeking Alpha
2 weeks ago
Why Rexford Industrial Is Down 50% - And How To Trade It
Rexford Industrial Realty, Inc. has seen a significant stock price drop, driven by market misjudgment rather than company failure, now trading closer to fair value. REXR owns premium warehouses in the Inland Empire, with high rent rates, but faces cyclical market challenges and slowing growth. Market fundamentals are shifting towards inland industrial markets, benefiting companies like STAG and EGP, while coastal markets experience negative absorption.
Positive
Seeking Alpha
2 weeks ago
My Top 10 REITs For 2025 (Revisited)
I screened for high-quality, competitively advantaged REITs to deliver 29% annualized returns in 2025; the portfolio is on target with a 5.4% YTD return. Top performers include Terreno (+13.5%), EastGroup (+12.7%), and Realty Income (+7.9%), while Ryman Hospitality (-4.6%) and Alexandria (-0.7%) lag. Strong balance sheets and strategic market positioning are key factors for REITs like EastGroup, Terreno, and Rexford, supporting my buy and strong buy ratings.
Positive
Seeking Alpha
2 weeks ago
Rexford Industrial: High Value At Low Price
Rexford Industrial Realty focuses on Southern California's high-value industrial market, offering a 4.2% dividend yield and trading at a P/FFO of 17x. REXR's market benefits from a favorable supply-demand balance, with reduced new supply due to higher interest rates, supporting strong leasing spreads and NOI growth. The REIT's growth strategy emphasizes organic CapEx, with a 72% FFO payout ratio, low leverage, and a BBB+ rated balance sheet.
Neutral
PRNewsWire
3 weeks ago
Rexford Industrial to Present at the Citi 2025 Global Property CEO Conference
LOS ANGELES , Feb. 20, 2025 /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 located throughout infill Southern California, today announced the Company will present at the Citi 2025 Global Property CEO Conference on March 3, 2025. A live webcast of the presentation can be accessed using the registration link below and a replay of the webcast will be available on the Company's investor relations website.
Positive
Seeking Alpha
3 weeks ago
The Dividend Strategy That Could Make Me A Millionaire - And How You Can Copy It
Self-made millionaires build wealth through disciplined, consistent investing. I focus on dividend growth stocks, avoid single-stock risks, and live below my means to reinvest. I invest in wide-moat companies with strong fundamentals. Prioritizing dividend growth, I aim for income and long-term gains without timing the market. My picks reflect my conviction in dividend growth as a wealth-building tool. These stocks align with my long-term vision for financial security and success.
Positive
Seeking Alpha
3 weeks ago
3 High-Quality REITs That Have Become Absurdly Cheap
REITs are priced at decade-low valuations. Even the highest quality REITs are discounted. We highlight three blue-chip REITs that are absurdly cheap.
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