Company Analysis

Rexford Industrial Realty, Inc. REXR

A comprehensive view of key metrics, scores, and financial health for Rexford Industrial Realty, Inc.

Overview of Rexford Industrial Realty, Inc.

REXR NYQ

Real Estate REIT - Industrial Mid Cap

Rexford Industrial Realty, Inc. (REXR), is a Mid Cap company, in the REIT - Industrial industry, last closed at $34.47, about 47.3% overvalued vs fair value, -14.6% 1Y return, placing in the top 25% of its sector.

$34.47

-1.12%

As of March 13, 2026

Previous close • Vol 90d: 23.6%

52-Week Range

Low

31.57

23%

Now 34.47

High

44.26

Market Cap

$8.35B

Enterprise Value

$11.44B

Overall Score

Scores locked

Create a free account to see overall and pillar scores for Rexford Industrial Realty, Inc..

Top Beats

Quick Facts

Website https://www.rexfordindustrial....

HQ Los Angeles, CA

Employees 256

Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull

$16

$18

$20

Current: $34.47 -47% vs base

Engine Room Money Flow™

Mid Cap

Real Estate Investment Trust - Where revenue goes and how value is created

Flow Steps

Total Revenue

$1.0B

7.1%%

Net Operating Income

$380.6M

3.2%%

Net Income

$200.2M

-22.6%%

FFO (Funds From Operations)

$597.5M

Money Flow Bridge

You are currently seeing a limited view of the money flow waterfall.

See the full waterfall with all stages on Pro. Upgrade

Flow Direction: Money moves from left to right

Components: Breakdown shows composition of each stage

Industry-Specific: Real Estate Investment Trust

Data Quality Notes

Note: For REITs, FFO and AFFO are the key cash metrics. Net Income is distorted by high depreciation on properties.
Note: Owner Pocket percentages are relative to AFFO (not FCF), as AFFO represents true cash available for distribution.
Note: Deleveraging - net debt repayment of $101.0M.
Note: Equity capital raised via stock issuance: $477.6M. May indicate dilution for growth or balance sheet strengthening.

Quality & Reliability Indicators

FFO Payout Ratio

70.7%

Good

Dividends / FFO - basic dividend safety

Locked Metric

Premium

Locked Metric

Premium

Locked Metric

Premium

Locked Metric

Premium

Locked Metric

Premium

Locked Metric

Premium

Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$674.5M

145.3% of AFFO

Where It Leaks

Cash Flow Health critical

Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.

Active Leaks

0/5

Improving

High Impact

Critical

Low

Stock-Based Compensation Leak

Current: 18.5%

Conversion Leak

Worsening

Locked Leak

Upgrade to view details

Premium

Locked Leak

Upgrade to view details

Premium

Locked Leak

Upgrade to view details

Premium

Locked Leak

Upgrade to view details

Premium

Scores based on quantitative metrics and qualitative factors

Upgrade to unlock interactive defense details

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Rent Pricing Power

Developing

Premium

Unlock full defense details

See key signals plus strengths and risks for this moat dimension.

Upgrade for full defense analysis Premium-only evidence and insights.

For informational purposes only. Not investment advice.

AFFO Strength

Developing

Balance Sheet & Cost of Capital

Moderate

Capital Recycling & Growth

Developing

Operational Efficiency

Developing

Portfolio Quality & Diversification

Developing

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Equity REITs vs Industry Peers 94% Coverage

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked

Upgrade to unlock the full 3-year trend analysis and deltas.

Growth

56th percentile vs peers

Key Signals

Rev Growth YoY 7.1% 72p Revenue CAGR 3Y 16.7% 89p FFO Growth YoY 13.8% 64p AFFO YoY Growth 75.8% 77p TSR 4.9% 53p

Strengths

Revenue Cagr 3Y in top 20% of peers (16.7%, 89th percentile)
P/Affo in top 20% of peers (34.77, 88th percentile)
Affo Payout Ratio in top 20% of peers (1.63, 89th percentile)
Equity/Assets in top 20% of peers (70.1%, 81th percentile)
Strong liquidity position vs peers

Risks

Eps Growth Yoy in bottom 20% of peers (-28.0%)

Profitability

49th percentile vs peers

Key Signals

Strengths

Risks

Premium

Unlock full Profitability drilldowns

See the signal-level drivers and insights behind this axis. Upgrade to reveal the full Trade-Off Ledger.

Upgrade Now

Safety

56th percentile vs peers

Key Signals

Strengths

Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Rexford Industrial Realty, Inc..

WACC X.X%

X%XX%

Rev CAGR 5Y X.X%

-XX%XX%

Op Margin XX.X%

-XX%XX%

Adjust the sliders above to explore different valuation scenarios.

Unlock Premium

Reveal the full Scenario Theatre

See live sliders, narratives, and full Bear/Base/Bull outcomes.

Upgrade Now

Bear

- - -

- upside

Base

$18.18

- - -

-47.3% vs current

Snapshot base estimate

Bull

- - -

- upside

Fair Value Range Current: $-

$- $- $-

Rexford Industrial Realty, Inc. REXR

Overview of Rexford Industrial Realty, Inc.

Quick Facts

Next Events

Fair Value Snapshot

Flow Steps

Money Flow Bridge

Data Quality Notes

Quality & Reliability Indicators

FFO Payout Ratio

Locked Metric

Locked Metric

Locked Metric

Locked Metric

Locked Metric

Locked Metric

Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Stock-Based Compensation Leak

Locked Leak

Locked Leak

Locked Leak

Locked Leak

Unlock full defense analysis

Rent Pricing Power

Unlock full defense details

AFFO Strength

Unlock full defense details

Balance Sheet & Cost of Capital

Unlock full defense details

Capital Recycling & Growth

Unlock full defense details

Operational Efficiency

Unlock full defense details

Portfolio Quality & Diversification

Unlock full defense details

Growth

Profitability

Safety

Actions & Info