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John Peterson

Research Analyst at Jefferies

John Peterson's questions to Rexford Industrial Realty (REXR) leadership

John Peterson's questions to Rexford Industrial Realty (REXR) leadership • Q3 2025

Question

John Peterson asked about the company's General & Administrative (G&A) expense levels, efforts to control them in 2025, and the longer-term vision for G&A trends into 2026 and 2027.

Answer

Michael Frankel, Co-Chief Executive Officer, stated that G&A is a central focus, with the goal of driving significant operating leverage as the company scales. He highlighted 17% year-over-year NOI growth with zero G&A growth this year, attributing it to internal initiatives aimed at efficiency and effectiveness. He expressed optimism for future G&A trends but did not provide specific guidance for future years.

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John Peterson's questions to Prologis (PLD) leadership

John Peterson's questions to Prologis (PLD) leadership • Q3 2025

Question

John Peterson asked about Prologis's exploration of additional capitalization strategies for its data center business, inquiring whether it involves a fund, a development fund, or a comfort level with owning and operating data centers beyond development.

Answer

President Dan Letter detailed Prologis's data center strategy, emphasizing the experienced team, operational synergies, and significant pipeline (5.2 GW secured/advanced stages). He reiterated the build-to-suit approach with hyperscalers, noting that every megawatt for the next three years is in discussion. He confirmed the exploration of capitalization opportunities without specific details yet. CFO Tim Arndt added that the balance sheet is capable of handling large project volumes in the interim.

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