Every 8-K that REXFORD INDUSTRIAL REALTY, INC. (REXR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow REXR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full REXR filings page.
Rexford Industrial Realty, Inc. (REXR) completed the sale of a portfolio of 22 industrial properties to an affiliate of EQT Real Estate for approximately $1.2 billion, advancing its $2.0 billion non-core disposition initiative. The 5.2 million-square-foot portfolio had a weighted average remaining lease term of 2.7 years and in-place rents 28% above current market rates.
The company plans to use net proceeds for general corporate purposes, including debt repayment, common stock repurchases and internal repositioning and development projects. Year to date, Rexford Industrial has completed $1.5 billion of dispositions, repaid $492 million of debt, repurchased $505 million of common stock and estimates year-end 2026 Net Debt to Adjusted EBITDAre of 3.5x, while reaffirming its 2026 guidance.
Rexford Industrial Realty, Inc. entered into a definitive Agreement of Purchase and Sale with an affiliate of EQT Real Estate under which its operating partnership will sell a portfolio of 22 industrial properties for an aggregate cash purchase price of approximately $1.2 billion, subject to customary adjustments. Closing is expected by September 30, 2026, contingent on standard conditions including no material breaches, no governmental prohibition and receipt of required tenant estoppels.
The portfolio is part of a broader $2.0 billion non-core disposition initiative intended to realign the asset base. The 2027 cash NOI yield on the portfolio is estimated at 5.5%. Including this transaction, Rexford has closed or placed under contract about $1.5 billion of dispositions year to date, aligning with full-year disposition guidance of $1.5 to $2.0 billion. The company plans to use net proceeds to help repay debt maturing in 2027, fund opportunistic repurchases under its $1.0 billion share repurchase program, and invest in internal repositioning and development projects. Rexford reaffirmed its 2026 guidance previously issued in July 2026.
Rexford Industrial Realty, Inc. reported Q2 2026 results featuring a large GAAP loss but stable cash earnings. Net loss attributable to common stockholders was $506.9 million, or $(2.26) per diluted share, versus net income of $113.4 million, or $0.48 per share, a year earlier, driven by $624.8 million of non-cash real estate impairments tied to assets designated for disposition. Company share of Core FFO was $141.4 million, up 1.2%, or $0.63 per diluted share, a 6.8% increase.
Same Property Portfolio Cash NOI grew 1.5% with average occupancy of 95.7%. The company executed 2.1 million square feet of leases, with net effective and cash rent spreads of (2.8)% and (11.3)%, respectively. Q2 dispositions totaled seven properties for $137.9 million, and year-to-date sales reached $265.3 million. Full-year 2026 disposition guidance was raised sharply to $1.5–$2.0 billion, and Core FFO per diluted share guidance was slightly increased to $2.38–$2.43.
Liquidity stood at about $1.3 billion, including $32.2 million in cash and $1.2 billion available on the revolver, against $3.3 billion of debt with a 3.7% weighted average rate and 4.5x Net Debt to Adjusted EBITDAre. The board authorized a new $1.0 billion stock repurchase program and declared a Q3 2026 common dividend of $0.435 per share, while progressing a leadership transition to new CEO Laura Clark and COO John Nahas as part of a broader portfolio realignment strategy targeting approximately $2 billion of identified non-core asset sales.
Rexford Industrial Realty, Inc. reported the results of its Annual Meeting of Stockholders held on May 19, 2026. Stockholders elected seven directors to serve until the 2027 annual meeting. They also ratified KPMG LLP as independent registered public accounting firm for the year ending December 31, 2026.
In advisory and incentive matters, stockholders approved the company’s named executive officer compensation for 2025 and approved the Fourth Amended and Restated 2013 Incentive Award Plan covering Rexford Industrial Realty, Inc. and Rexford Industrial Realty, L.P.
Rexford Industrial Realty, Inc. reported first quarter 2026 net income attributable to common stockholders of $87.9 million, or $0.38 per diluted share, up from $68.3 million, or $0.30 per share, a year earlier, aided by higher gains on property sales.
Company share of Core FFO was $139.8 million, or $0.61 per diluted share, down slightly from $0.62, while Total Portfolio NOI was $185.4 million, a 4.2% decrease. Same Property Portfolio NOI rose 0.9% and Same Property Cash NOI slipped 0.4%, with average Same Property occupancy at 96.3%.
The company executed 4.1 million square feet of new and renewal leases; including a large Tireco extension, comparable rental rates declined 10.0% net effective and 15.4% cash, but excluding that lease they increased 5.5% net effective and decreased 1.8% cash. Rexford sold five properties for $127.4 million, repurchased 5,534,357 shares for $200 million, and ended the quarter with $1.3 billion of liquidity, $3.3 billion of debt at a 3.7% weighted average rate, Net Debt to Enterprise Value of 29.2% and Net Debt to Adjusted EBITDAre of 4.5x.
The board modestly raised 2026 guidance to net income of $1.22–$1.27 and Company share of Core FFO of $2.37–$2.42 per diluted share, alongside slightly better expected Same Property NOI trends. Laura Clark became CEO and John Nahas COO on April 1, 2026, under a previously announced succession plan, and the board approved routine amendments to the Code of Business Conduct and Ethics without granting any waivers.
Rexford Industrial Realty is promoting John Nahas to Chief Operating Officer effective April 1, 2026, aligning with Laura Clark’s move to Chief Executive Officer. Nahas currently leads operations and asset management and brings more than 22 years of real estate experience.
The company adopted an Executive Severance Plan effective February 24, 2026, providing cash severance of one to three times salary plus average bonus, prorated bonuses, accelerated vesting of time-based equity, and company-paid healthcare continuation for qualifying terminations, including in connection with a change in control. Several senior executives, including the incoming CEO and CFO, moved from individual employment agreements into this unified plan, while current Co-CEOs remain under separate transition agreements.
In its press release, Rexford reaffirmed 2026 general and administrative expense guidance of approximately $60 million and stated that total aggregate executive compensation has been reduced by approximately 50% compared to prior levels.
Rexford Industrial Realty, Inc. filed a current report to furnish its earnings materials for the quarter ended December 31, 2025. On February 4, 2026, the company issued a press release announcing quarterly earnings and distributed a fourth quarter 2025 supplemental financial report.
Both the press release and supplemental information were also posted on the company’s website and are included as Exhibits 99.1 and 99.2. The company specifies that these materials are being furnished, not filed, which limits their treatment under certain Exchange Act liability provisions and incorporation by reference rules.
Rexford Industrial Realty, Inc. detailed its 2026 executive compensation program and related 2025 equity awards for senior leaders in connection with its previously announced CEO transition. Effective April 1, 2026, Laura Clark becomes Chief Executive Officer, with a 2026 base salary of $850,000, while current co-CEOs Michael S. Frankel and Howard Schwimmer each receive a prorated $1,000,000 salary through March 31, 2026. Chief Financial Officer Michael Fitzmaurice’s 2026 base salary is $600,000 and General Counsel & Secretary David Lanzer’s is $565,000.
For 2026, Clark, Fitzmaurice and Lanzer will participate in an annual cash incentive plan with threshold, target and maximum opportunities ranging from 100% to 250% of salary, tied 40% to Core FFO per diluted share, 30% to Same Property Portfolio NOI and 30% to qualitative measures. The Committee also granted 2025 Time-Vesting LTIP Units (including $2,465,000 to Clark) and Performance-Vesting LTIP Units (including $3,697,500 to Clark), with a three‑year performance period based 100% on relative total shareholder return versus the Nareit Industrial REIT Index and Dow Jones U.S. Equity REIT, plus an absolute TSR modifier.
Rexford Industrial Realty, Inc. announced that its Board of Directors has appointed David Stockert as an independent director, effective January 1, 2026, and temporarily increased the Board size from eight to nine members. Stockert will also join the Board’s Audit Committee on that date, while Debra L. Morris will step off the Audit Committee.
The company plans to reduce the Board to seven directors at the next annual meeting, when the service of directors Michael S. Frankel and Howard Schwimmer is completed, eliminating resulting vacancies. The Board has determined that Stockert meets New York Stock Exchange independence standards and qualifies as an audit committee financial expert under SEC and NYSE rules. He brings extensive real estate and REIT leadership experience, including prior CEO and board roles, and will receive the company’s standard non-employee director compensation and indemnification agreement.
Rexford Industrial Realty, Inc. (REXR) announced a leadership transition in which current Chief Operating Officer Laura Clark will become Chief Executive Officer effective April 1, 2026, and has joined the Board immediately, bringing the Board to eight members. She previously served as the company’s Chief Financial Officer and has extensive REIT capital markets experience.
Co-Chief Executive Officers Michael S. Frankel and Howard Schwimmer will step down from their executive roles on March 31, 2026, enter into transition and separation agreements, and continue as non-employee directors until the next annual meeting, for which each will receive a cash payment of $62,500. They will receive a pro rata portion of their 2026 target bonus, continued health coverage for up to 18 months, accelerated vesting of time-based equity awards, and performance-based equity treated as a “Qualified Termination.” Each will also receive a restricted stock award with a fair market value of $22,590,000, subject to continued service and other conditions.
Rexford Industrial Realty, Inc. (REXR) furnished a press release announcing earnings for the quarter ended September 30, 2025, along with a supplemental financial report. The materials were released on October 15, 2025 and posted to the company’s website.
The disclosures under Items 2.02 and 7.01, including Exhibits 99.1 and 99.2, are being furnished and not filed, and therefore are not subject to Section 18 liabilities nor incorporated by reference unless specifically stated.