Earnings summaries and quarterly performance for Rexford Industrial Realty.
Executive leadership at Rexford Industrial Realty.
Board of directors at Rexford Industrial Realty.
Research analysts who have asked questions during Rexford Industrial Realty earnings calls.
Blaine Heck
Wells Fargo Securities
9 questions for REXR
Also covers: BXP, CDP, COLD +13 more
John Kim
BMO Capital Markets
9 questions for REXR
Also covers: AIV, ALX, ARDX +32 more
Vikram Malhotra
Mizuho Financial Group, Inc.
9 questions for REXR
Also covers: ALX, ARE, BXP +17 more
Brendan Lynch
Barclays
8 questions for REXR
Also covers: BXP, CCI, CUBE +16 more
Craig Mailman
Citigroup
8 questions for REXR
Also covers: AKR, BRX, COLD +15 more
Michael Mueller
JPMorgan Chase & Co.
8 questions for REXR
Also covers: AKR, BRX, CBL +26 more
Samir Khanal
Bank of America
8 questions for REXR
Also covers: BRX, COLD, CUBE +16 more
Greg McGinniss
Scotiabank
7 questions for REXR
Also covers: BRX, COLD, EPRT +14 more
Michael Griffin
Citigroup Inc.
7 questions for REXR
Also covers: AHR, ALX, ARE +32 more
Nicholas Thillman
Robert W. Baird & Co.
7 questions for REXR
Also covers: COLD, CUZ, EGP +7 more
Omotayo Okusanya
Deutsche Bank AG
6 questions for REXR
Also covers: AMH, ARE, BDN +40 more
Richard Anderson
Wedbush Securities
2 questions for REXR
Also covers: AIV, ARE, AVB +25 more
Andrew Berger
Bank of America
1 question for REXR
Also covers: AHH, BXP, DAL +1 more
Anthony Hau
Truist Securities
1 question for REXR
Also covers: DBRG, ELS, PKST +3 more
Craig Melman
Citi
1 question for REXR
Greg McGuinness
Scotiabank
1 question for REXR
Jeffrey Spector
BofA Securities
1 question for REXR
Also covers: AKR, AMH, AVB +25 more
John Peterson
Jefferies
1 question for REXR
Also covers: PLD
Mike Mueller
JPMorgan Chase & Co.
1 question for REXR
Also covers: CURB, DOC, EXR +7 more
Nicholas Yulico
Scotiabank
1 question for REXR
Also covers: AHR, ALX, AVB +20 more
Nick Gilman
Baird
1 question for REXR
Steve Sakwa
Evercore ISI
1 question for REXR
Also covers: ALX, AMH, AVB +31 more
Recent press releases and 8-K filings for REXR.
Rexford Industrial Realty Outlines Strategic Priorities, Announces CEO Transition and G&A Savings
REXR
CEO Change
Board Change
Guidance Update
- Rexford Industrial Realty is implementing a reformed capital allocation strategy focused on maximizing risk-adjusted returns, including a programmatic disposition program to recycle capital into high-yielding repositioning projects and share repurchases.
- The company is committed to improving operating margins through reduced G&A and operational efficiencies, projecting $20 million to $25 million of net G&A savings for 2026, with full year 2026 G&A expected to be between $57 million and $62 million.
- Laura Clark, current Chief Operating Officer, will transition to Chief Executive Officer effective April 1, 2026, succeeding the current Co-CEOs, and was appointed to the Board of Directors on November 17, 2025.
- The Board of Directors will add a new independent director by the end of 2025, following constructive engagement with Elliott Investment Management.
Nov 18, 2025, 9:10 PM
Rexford Industrial Realty, Inc. Reports Q3 2025 Results, Raises Full-Year FFO Guidance
REXR
Earnings
Guidance Update
Share Buyback
- Rexford Industrial Realty, Inc. reported Q3 2025 core FFO of $0.60 per share and raised its full-year 2025 core FFO per share midpoint guidance to $2.40, alongside an increase in same property cash NOI midpoint to 4%.
- The company executed 3.3 million square feet of leasing in Q3 2025, nearly doubling the prior quarter, which contributed to a 96.8% same property ending occupancy and leasing spreads of 26% net effective and 10% cash basis.
- Rexford disposed of three properties totaling $54 million in Q3 2025, bringing year-to-date dispositions to $188 million, and executed $150 million in share repurchases during the quarter, with a new $500 million share repurchase program authorized.
Oct 16, 2025, 5:00 PM
REXR Reports Strong Q3 2025 Results and Raises 2025 Guidance
REXR
Earnings
Guidance Update
Share Buyback
- REXR reported Q3 2025 Core FFO per share of $0.60, a 1.7% increase compared to the prior year period, and Year-to-Date 2025 Core FFO per share of $1.82, representing a 2.8% growth.
- The company executed 3.3 million square feet of total leasing in Q3 2025 with 26.1% net effective and 10.3% cash leasing spreads, achieving an ending same property occupancy of 96.8%.
- REXR increased its 2025 Core FFO per diluted share guidance to $2.39 to $2.41 (from $2.37 to $2.41) and its Same Property Portfolio Cash NOI Growth guidance to 3.75% to 4.25% (from 2.25% to 2.75%).
- The company recycled $150 million into accretive share repurchases from $188 million in dispositions year-to-date, and maintains $1.6 billion of liquidity.
Oct 16, 2025, 5:00 PM
Rexford Industrial Reports Strong Q3 2025 Results and Raises Full-Year Guidance
REXR
Earnings
Guidance Update
Share Buyback
- Rexford Industrial reported Q3 2025 core FFO of $0.60 per share and raised its full-year 2025 core FFO per share midpoint to $2.40, along with increasing the same property cash NOI midpoint to 4%.
- The company executed 3,300,000 square feet of leasing in Q3 2025, nearly double the prior quarter, driving same property ending occupancy to 96.8%.
- Rexford Industrial completed $54,000,000 in dispositions during Q3 2025, bringing year-to-date dispositions to $188,000,000, and executed $150,000,000 of share repurchases in the quarter, with a new $500,000,000 program authorized.
- Leasing spreads for comparable leases were 26.10% on a net effective basis and negative 1% on a cash basis for Q3 2025, with bad debt levels at 30 basis points year to date.
Oct 16, 2025, 5:00 PM
Rexford Industrial Realty, Inc. Announces Third Quarter 2025 Financial Results
REXR
Earnings
Guidance Update
Share Buyback
- Rexford Industrial Realty, Inc. reported net income attributable to common stockholders of $87.1 million, or $0.37 per diluted share, for the third quarter of 2025.
- The company's share of Core FFO increased by 9.0% to $141.7 million, resulting in $0.60 per diluted share for Q3 2025.
- Rexford Industrial increased its 2025 Core FFO per diluted share guidance to a range of $2.39-$2.41, up $0.01 at the midpoint.
- The company repurchased 3,883,845 shares of common stock for a total of $150.0 million at a weighted average price of $38.62 per share.
- Same Property Portfolio NOI increased 1.9% and Same Property Portfolio Cash NOI increased 5.5% compared to the prior year quarter, with ending occupancy at 96.8%.
Oct 15, 2025, 8:14 PM
Rexford Industrial Realty Announces Strong Third Quarter 2025 Results and Increased Guidance
REXR
Earnings
Guidance Update
Share Buyback
- Rexford Industrial Realty reported net income attributable to common stockholders of $87.1 million, or $0.37 per diluted share, for Q3 2025, and Company share of Core FFO per diluted share of $0.60, a 1.7% increase compared to the prior year quarter.
- The company executed 3.3 million square feet of new and renewal leases, with comparable rental rates increasing by 26.1% on a net effective basis and 10.3% on a cash basis.
- Rexford Industrial repurchased 3,883,845 shares of common stock for a total of $150.0 million at a weighted average price of $38.62 per share.
- The company increased its 2025 Core FFO per diluted share guidance to a range of $2.39-$2.41, up $0.01 at the midpoint.
Oct 15, 2025, 8:08 PM
Rexford Industrial Realty Provides Q3 2025 Operating, Disposition, and Capital Markets Update
REXR
Share Buyback
New Projects/Investments
- Rexford Industrial Realty leased 1.9 million square feet in July and August 2025, contributing to 6.0 million square feet leased year to date, and increased its Same Property Portfolio occupancy by 50 basis points to 96.6% as of August 31, 2025.
- The company repurchased $100 million of common stock quarter to date and authorized a new $500 million share repurchase program on August 29, 2025, replacing the previous program.
- In the third quarter to date, Rexford Industrial sold two properties totaling 76,000 square feet for $32.0 million, generating a weighted average unlevered IRR of 12.4%.
Sep 2, 2025, 8:12 PM
Rexford Industrial Realty: Elliott Takes Large Stake
REXR
New Projects/Investments
Share Buyback
M&A
- Elliott Investment Management has acquired a significant activist stake in Rexford Industrial Realty, making it one of the top five shareholders.
- This acquisition follows another recent activist stake, indicating growing activist investor interest in the company.
- Rexford reported strong second-quarter earnings, including $113 million in net income and a 21% increase in comparable rental rates, with a 96% leased portfolio.
- Following the news, Rexford's stock rose approximately 5%, with speculation that Elliott may advocate for stock buybacks to maximize shareholder value.
Aug 27, 2025, 1:35 PM
Quarterly earnings call transcripts for Rexford Industrial Realty.
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