Research
Raymond James Upgrades Rexford Industrial Realty to Market Perform From Underperform
Rexford Industrial Realty (REXR) has an average rating of hold and mean price target of $40.31, according to analysts polled by FactSet.
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Wire
Rexford Industrial Realty to Sell $1.2 Billion Industrial Portfolio to EQT Real Estate Affiliate
Rexford Industrial Realty (REXR) said Tuesday that it has signed an agreement to sell an industrial portfolio to an affiliate of EQT Real Estate for about $1.2 billion.The deal is expected to close by the end of Q3, the company said.Rexford said the sale is part of its plan to sell $2 billion worth of non-core assets that consist of properties that do not align with its strategy.The company said it will use the net proceeds toward repaying debt maturing in 2027, as well as repurchasing common stock under its $1 billion share buyback program.Price: $36.30, Change: $+0.45, Percent Change: +1.26%
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Research
Jefferies Downgrades Rexford Industrial Realty to Hold From Buy, Price Target is $40
Rexford Industrial Realty (REXR) has an average rating of hold and mean price target of $39.94, according to analysts polled by FactSet.
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Wire
Rexford Industrial Realty Shares Rise After Q2 Beat
Rexford Industrial Realty's (REXR) shares were up 7.7% in Friday trading after the company late Thursday reported Q2 core funds from operations and revenue that exceeded market expectations.The company reported Q2 core funds from operations of $0.63 per diluted share, up from $0.59 a year earlier.Analysts polled by FactSet expected $0.60.Total revenue for the quarter ended June 30 fell to $245.5 million from $249.5 million a year earlier.Analysts expected $240.2 million.The company now expects its full-year core FFO per share to be $2.38 to $2.43, compared with the previous guidance of $2.37 to $2.42. Analysts expect $2.41.Price: $38.75, Change: $+2.77, Percent Change: +7.68%
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Research
Raymond James Initiates Rexford Industrial Realty at Underperform
Rexford Industrial Realty (REXR) has an average rating of overweight and mean price target of $39.13, according to analysts polled by FactSet.
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Research
Scotiabank Upgrades Rexford Industrial Realty to Sector Outperform From Sector Perform, Adjusts PT to $36 From $38
Rexford Industrial Realty (REXR) has an average rating of overweight and mean price target of $39.13, according to analysts polled by FactSet.
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Research
JPMorgan Downgrades Rexford Industrial Realty to Underweight, Cuts Price Target to $36 From $38
Rexford Industrial Realty (REXR) has an average rating of overweight and mean price target of $39.27, according to analysts polled by FactSet.
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Insider Trading
Rexford Industrial Realty Insider Sold Shares Worth $1,181,232, According to a Recent SEC Filing
David E. Lanzer, General Counsel & Secretary, on April 24, 2026, sold 33,299 shares in Rexford Industrial Realty (REXR) for $1,181,232.SEC Filing:https://www.sec.gov/Archives/edgar/data/1571283/000167077926000004/xslF345X05/wk-form4_1777421159.xml
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Research
Research Alert: CFRA Keeps Buy Opinion On Share Of Rexford Industrial Realty Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $4 to $41, applying a forward P/FFO multiple of 17.1x on our 2026 FFO estimate, a discount to its 19.2x three-year forward average. We leave our 2026 FFO/share estimate unchanged at $2.40 but lower 2027's by $0.07 to $2.47. Negative re-leasing spreads remain our base case for 2026, but we believe infill properties in Southern California have structural barriers preventing new supply from coming online. Leasing rose 70% Y/Y in Q1 and we expect re-leasing spreads at 6%-9% in 2027, supported by a lack of new supply and higher occupancy rates. REXR's current capital recycling strategy, aimed at selling sub-4% cap rate properties and either repurchasing shares or redeveloping properties, should lift total portfolio returns higher next year. We note demand in Southern California remains strongest for spaces under 50K sq ft, which are REXR's core focus, and believe increased advanced manufacturer demand in the San Fernando Valley and South Bay markets could accelerate this year.
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Research
Research Alert: Rexr Q1 Results In-line, Tireco Renewal Negatively Impacts Re-leasing Spread
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:REXR reported Q1 revenue of $245M (-2.9% Y/Y), $2M ahead of consensus, while Q1 Core FFO of $0.61 per share (-1.6% Y/Y) beat expectations by $0.02. Q1 headline metrics were significantly influenced by a strategic Tireco lease renewal covering 1.1M sqft extended through April 2030, which secured a major tenant relationship but resulted in negative rent spreads that masked underlying market improvements. Management increased FY 2026 FFO guidance by $0.02 to $2.37-$2.42 per share, though this increase was entirely attributable to Q1 share repurchase activity rather than operational improvements. Excluding the Tireco renewal, net effective rent change would have been a positive 5.5% rather than the reported -10.0%, indicating the broader portfolio continues achieving rental growth despite current market headwinds. We note that Q1 is typically a weaker re-leasing period, and the underlying +5.5% spread demonstrates portfolio strength even as it represents a sequential decline from prior quarters.
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Research
Evercore ISI Upgrades Rexford Industrial Realty to Outperform From In Line, Adjusts Price Target to $40 From $37
Rexford Industrial Realty (REXR) has an average rating of overweight and mean price target of $41.19, according to analysts polled by FactSet.
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