-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将12个月目标价下调4美元至41美元，并基于2026年FFO（营运资金）预期采用17.1倍的远期市盈率（P/FFO），低于其三年远期平均市盈率19.2倍。我们维持2026年每股FFO预期不变，仍为2.40美元，但将2027年的预期下调0.07美元至2.47美元。我们仍将2026年续租价差为负值作为基本预期，但我们认为南加州的填充式物业存在结构性障碍，阻碍了新供应的增加。第一季度租赁量同比增长70%，我们预计2027年续租价差将在6%-9%之间，这主要得益于新供应不足和更高的入住率。 REXR目前的资本循环策略旨在出售资本化率低于4%的物业，并通过回购股份或重新开发物业来提升明年的整体投资组合回报率。我们注意到，南加州对5万平方英尺以下物业的需求依然强劲，而这正是REXR的核心业务。我们认为，圣费尔南多谷和南湾市场对先进制造业的需求增长可能会在今年加速。
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