REXR · Rexford Industrial Realty, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDAre non-GAAP | $182.05M | Three Months Ended June 30 | — |
| Adjusted Funds From Operations (AFFO) non-GAAP | $120.5M | Three Months Ended June 30, 2026 | — |
| Cash NOI non-GAAP | $173.01M | Three Months Ended June 30 | — |
| Cash Rent Change | -11.3% | Three Months Ended Jun 30, 2026 | — |
| Common shares outstanding | 222,360,849 | As of June 30, 2026 | — |
| Company share of Core FFO non-GAAP | $141.4M | Q2 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Core FFO $150.02M
-$2.32M Less: preferred stock dividends
-$5.63M Less: Core FFO attributable to noncontrolling interests
-$668K Less: Core FFO attributable to participating securities
= Company share of Core FFO $141.4M
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| Company share of Core FFO per diluted share non-GAAP | $0.63 | Q2 2026 | — |
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| Company share of FFO per common share – diluted non-GAAP | $0.64 | Three Months Ended June 30 | — |
| consolidated indebtedness | $3.3B | As of June 30, 2026 | — |
| EBITDAre non-GAAP | $181.1M | Three Months Ended June 30, 2026 | — |
| Ending Occupancy | 95.1% | Three Months Ended June 30, 2026 | — |
| Net absorption | -86,805 | Three Months Ended Jun 30, 2026 | — |
| Net Debt non-GAAP | $3.25B | As of June 30, 2026 | — |
| Net Debt to Enterprise Value | 29.1% | As of June 30, 2026 | — |
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| Net Operating Income (NOI) non-GAAP | $186.78M | Three Months Ended June 30, 2026 | — |
| NOI | $186.78M | Three Months Ended June 30 | — |
| Number of properties | 341 | As of June 30, 2026 | — |
| Portfolio properties | 409 | Q2 2026 | — |
| Portfolio rentable square feet | 49.9M | Q2 2026 | — |
| properties | 341 | As of June 30, 2026 | — |
| Quarterly Weighted Average Occupancy | 95.7% | Three Months Ended June 30, 2026 | — |
| Retention + Backfill rate | 69% | Three Months Ended Jun 30, 2026 | — |
| Retention rate | 60% | Three Months Ended Jun 30, 2026 | — |
| Same Property Portfolio | 41.6M | As of June 30, 2026 | — |
| Same Property Portfolio Ending Occupancy | 95.1% | At June 30, 2026 | — |
| Same Property Portfolio NOI | $164.16M | Three Months Ended June 30 | — |
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| Same Property Portfolio properties | 341 | Q2 2026 | — |
| Same Property Portfolio rentable square feet | 41.6M | Q2 2026 | — |
| Same Property Portfolio Weighted Average Occupancy | 95.7% | Three Months Ended June 30 | — |
| SPP Cash NOI growth | 1.5% | Three Months Ended Jun 30, 2026 | — |
| SPP NOI growth | -0.5% | Three Months Ended Jun 30, 2026 | — |
| Square Feet | 41,633,904 | As of June 30, 2026 | — |
| Total leasing activity | 2,101,790 | Three Months Ended Jun 30, 2026 | — |
| Total Portfolio Ending Occupancy | 90% | At June 30, 2026 | — |
| Average Same Property Portfolio occupancy non-GAAP | 96.3% | Q1 2026 | — |
| Net Debt to Adjusted EBITDAre non-GAAP | 4.5 | Q1 2026 | — |
| Same Property Portfolio Cash NOI non-GAAP | -0.4% | Q1 2026 | — |
| Total Portfolio NOI non-GAAP | $185.4M | Q1 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
REIT - Industrial — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
REXR
this stock
Rexford Industrial Realty, Inc.
|
$8.33B | -3.0% | +7.1% | — | 3.7% |
|
PLD
Prologis, Inc.
|
$131.74B | +10.7% | +7.2% | 35.6 | 1.9% |
|
PSA
Public Storage
|
$57.10B | +25.3% | +2.7% | 31.1 | 3.2% |
|
EXR
Extra Space Storage Inc.
|
$31.34B | +13.6% | +3.7% | 32.8 | 2.2% |
|
EGP
Eastgroup Properties Inc
|
$10.85B | +13.6% | +12.7% | 35.4 | 4.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| REXR | +3.2% | +2.2% | -0.8% | -0.6% | -3.0% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +3.7% | -0.8% | -12.4% | -3.5% | -15.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.