Added to YB: 2026-09-08
Pitch date: 2026-09-04
REXR [bullish]
Rexford Industrial Realty, Inc.
Author Info
No bio for this author
Company Info
Rexford Industrial Realty, Inc. creates value by investing in, operating and repositioning industrial properties throughout infill Southern California, the world's fourth largest industrial market and consistently the highest-demand with lowest-supply major market in the nation over the long term.
Market Cap
$8.2B
Pitch Price
N/A
Price Target
N/A
Dividend
4.73%
EV/EBITDA
17.56
P/E
-21.09
EV/Sales
12.01
Sector
Industrial REITs
Category
turnaround
$REXR - one of the more interesting REIT setups in the market today.
REXR: Rexford is a value/self-help story built around an irreplaceable Southern California infill-industrial portfolio, not merely a rates bet. At ~$37, it trades at ~15.4x 2026 core FFO guidance with a 4.7% yield, while planned dispositions and a new $1B buyback authorization can support per-share value. The key risk and KPI is cash re-leasing spreads, still -11.3% in Q2 despite tentative market stabilization.
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