Rexford Indl Rlty Inc Stock Price, News & Analysis

Rexford Industrial (NYSE: REXR) implemented a Board-led succession plan naming Chief Operating Officer Laura Clark as Chief Executive Officer effective April 1, 2026, and adding her to the Board effective November 17, 2025. Co-CEOs Michael Frankel and Howard Schwimmer will step down from their CEO roles on March 31, 2026 and remain Board directors until the 2026 Annual Meeting.

The release highlights Rexford's growth under the departing co-founders: from 5.5M to 51M square feet of industrial property, equity market capitalization rising from $406M at the 2013 IPO to nearly $10B today, and annual revenue growing to nearly $1B. The company said Clark will pursue capital-allocation reforms and operational efficiencies; a separate release outlines strategic and Board updates aimed at enhancing shareholder value.

Rexford Industrial (NYSE: REXR) reported third quarter 2025 results on October 15, 2025 showing continued portfolio strength and capital activity.

Key metrics: Net income $87.1M ($0.37/diluted share); Company share of Core FFO $141.7M (+9.0% YoY) and Core FFO per diluted share $0.60 (+1.7% YoY); Total Portfolio NOI $188.9M (+2.9% YoY); Same Property Cash NOI +5.5% YoY; Executed 3.3M sq ft of leases with 26.1% net effective rent growth; repurchased $150.0M of common stock and raised 2025 Core FFO per share guidance to $2.39–$2.41.

Balance sheet: $1.6B liquidity, $3.3B debt at 3.7% avg rate, Net Debt/Enterprise Value 23.2% and Net Debt/Adjusted EBITDAre 4.1x.

Rexford Industrial Realty (NYSE:REXR), a REIT specializing in Southern California industrial properties, has scheduled its Q3 2025 earnings release for October 15, 2025, after market close.

The company will host a conference call with senior management on October 16, 2025, at 1:00 PM EDT. Investors can participate via phone using Conference ID 5314484 or through a webcast available on the company's investor relations website.

Rexford Industrial Realty (NYSE:REXR), a REIT specializing in industrial properties in Southern California, has announced its participation in the upcoming Bank of America Securities 2025 Global Real Estate Conference. The company's presentation is scheduled for September 10, 2025 at 2:15 p.m. EDT. Investors can access both the live webcast and replay through the company's investor relations website at ir.rexfordindustrial.com.

Rexford Industrial Realty (NYSE:REXR) reported strong operational performance in Q3 2025, highlighted by significant leasing activity and strategic capital allocation. The company executed 77 new and renewal leases totaling 1.9 million square feet in July and August, with rental rates increasing 30% on a net effective basis.

The Same Property Portfolio achieved 96.6% occupancy as of August 31, 2025, representing a 50-basis-point increase from Q2. The company successfully leased 407,000 square feet of repositioned properties during the quarter. In terms of dispositions, Rexford sold two properties for $32.0 million in Q3, bringing year-to-date dispositions to $166.0 million.

On the capital markets front, Rexford repurchased 2.7 million shares for $100 million and received board authorization for a new $500 million share repurchase program. The company also repaid a $100 million unsecured senior note with cash on hand.

Rexford Industrial (NYSE:REXR) reported strong Q2 2025 financial results, with net income of $113.4 million ($0.48 per share), up from $79.8 million in Q2 2024. Core FFO reached $139.7 million ($0.59 per share), showing a 7.8% increase year-over-year. The company achieved notable operational metrics including 96.1% Same Property Portfolio occupancy and impressive leasing spreads of 20.9% on a net effective basis.

The REIT demonstrated solid portfolio management by selling two properties for $81.6 million with a 12.8% unlevered IRR. The company maintains a strong balance sheet with $1.8 billion in total liquidity and a low Net Debt to Enterprise Value ratio of 25.0%. Rexford updated its 2025 guidance, projecting net income per share of $1.38-$1.42 and maintaining Core FFO guidance of $2.37-$2.41 per share.

[ "Net income increased 42% YoY to $113.4 million in Q2 2025", "Core FFO grew 7.8% to $139.7 million compared to prior year quarter", "Strong leasing spreads with 20.9% increase on net effective basis", "Solid liquidity position with $1.8 billion total liquidity", "Strategic property sales generated 12.8% unlevered IRR", "Moody's affirmed Baa2 rating with stable outlook" ]

Overton Moore Properties (OMP) has appointed Felix Vollrath as Senior Vice President of Acquisitions and Development to lead industrial investment activities in Southern California and Phoenix markets. Vollrath joins from Rexford Industrial Realty (NYSE: REXR), where he previously led $2 billion in industrial real estate acquisitions in Los Angeles.

Reporting to Pete Cassiano, Partner and CIO, Vollrath will be responsible for sourcing, structuring, and executing industrial investment and development opportunities for OMP's various investment strategies. Based in Torrance, CA, he brings over eight years of industrial real estate experience and holds degrees from USC and Copenhagen Business School.

["Experienced hire with proven track record of $2 billion in acquisitions", "Strategic expansion of leadership team in key Western U.S. markets", "Addition of executive with both development and investment expertise"]

Rexford Industrial Realty (NYSE: REXR), a REIT specializing in Southern California industrial properties, has scheduled its Q2 2025 earnings release for July 16, 2025, after market close. The company will host a conference call with senior management on July 17, 2025, at 1 p.m. EDT. Investors can participate via phone using Conference ID 5314484, with dedicated lines for domestic (1-800-715-9871) and international (1-646-307-1963) callers. A webcast and replay will be available on the company's investor relations website at ir.rexfordindustrial.com.

Rexford Industrial Realty (NYSE: REXR) released its 2024 Environmental, Social and Governance Impact Report and 2025 TCFD Report, highlighting significant achievements in sustainability and corporate responsibility. The company avoided 28,500 metric tons of emissions through various initiatives and generated $1.5 billion in societal impact. Key accomplishments include expanding solar capacity to 29MW, achieving 10 LEED certifications, earning Platinum Green Lease Leader designation, and conducting extensive shareholder outreach. The company demonstrated strong commitment to social responsibility with 3,379 employee volunteer hours and 7,000 hours of learning and development. Looking forward, Rexford Industrial plans to focus on decarbonization, expanding green certifications, increasing solar capacity, and enhancing community engagement.