Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
REXR
HoldRexford Industrial Realty, Inc. · Real Estate · United States · $8.5B · Avg Vol: $97M/d
COMPANY DESCRIPTION
Rexford Industrial Realty, Inc. is a leading pure-play industrial REIT focused on acquiring, managing, and developing urban infill industrial properties in the highly supply-constrained Southern California market. Its competitive moat is built upon its strategic focus on high-barrier-to-entry submarkets, leveraging deep local expertise for value-add repositioning and strong leasing fundamentals. Rexford benefits from robust demand for industrial space in a critical logistics hub, driving consistent occupancy and rental growth.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 631.2M | 797.8M | 936.4M | 1.0B | 16.7% | 991.9M | 948.0M | 913.2M | -4.6% |
| EPS | 0.92 | 1.12 | 1.20 | 0.86 | -2.2% | -1.78 | 0.77 | 0.77 | -5.2% |
| Shares | 189.1M | 212.3M | 225.3M | 231.6M | +22.5% | 223.0M | — | — | — |
| Debt | 1.9B | 2.2B | 3.3B | 3.3B | 18.9% | 3.3B | — | — | — |
| Equity | 6.6B | 7.8B | 8.3B | 8.5B | 8.9% | — | — | — | — |
| Op CF | 327.7M | 427.5M | 478.9M | 542.1M | 18.3% | 509.3M | — | — | — |
| Inv CF | -2.4B | -1.7B | -1.8B | -125.1M | — | — | — | — | — |
| Fin CF | 2.1B | 1.2B | 1.4B | -307.2M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of REXR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| REXR | Rexford Industrial Realty, Inc.(you) | $8.5B | 42 | Hold |
| TRNO | Terreno Realty Corporation | $7.3B | 42 | Hold |
| FR | First Industrial Realty Trust, Inc. | $8.5B | 46 | Hold |
| STAG | STAG Industrial, Inc. | $7.3B | 49 | Hold |
| EGP | EastGroup Properties, Inc. | $10.8B | 49 | Hold |
| LINE | Lineage, Inc. | $9.9B | 30 | Sell |
| LXP | LXP Industrial Trust | $3.6B | 48 | Hold |
| CUBE | CubeSmart | $9.1B | 67 | Buy |
| COLD | Americold Realty Trust, Inc. | $4.3B | 56 | Hold |
| EXR | Extra Space Storage Inc. | $31.5B | 48 | Hold |
Peer medians: ROE 5.0% · P/E 25.1x · Gross margin 67.2%