Rexford Industrial Realty, Inc. (REXR)

Rexford Industrial Realty, Inc. (REXR) is a high-growth Real Estate Investment Trust (REIT) focused exclusively on owning and operating industrial properties within Southern California, the worlds fourth-largest industrial market. Led by Co-CEOs Howard Schwimmer and Michael Frankel, Rexfords mission is to "Create value by investing in the highest-demand, lowest-supply industrial market in the United States." The company holds a unique and dominant industry position as the only pure-play Southern California industrial REIT, managing a portfolio of over 46 million square feet. By late 2025, REXR stock has become a primary vehicle for investors seeking exposure to the "Last-Mile" logistics explosion and the scarcity of infill industrial land. The company’s vision is to leverage its deep local relationships and data-driven platform to out-maneuver national competitors in acquiring off-market assets.

The business operations of Rexford Industrial are defined by its hyper-focus on the infill Southern California market, characterized by zero new land availability and intense demand from e-commerce, aerospace, and food/beverage tenants. The core business strategy involves a "Value-Add Repositioning" model, where the company acquires underperforming industrial assets and redevelops them into modern, high-clearance logistics facilities. In fiscal 2025, Rexford reported record-setting releasing spreads, with GAAP rent increases on new leases reaching 22.2%, a clear indicator of the extreme supply-demand imbalance in its core submarkets. The 2026 strategic roadmap focuses on "The IOS (Industrial Outdoor Storage) Expansion," as the company looks to capture the surging demand for truck parking and fleet storage sites that are critical to the regional supply chain. According to late 2025 investor filings, Rexford maintains an occupancy rate of 96.8% across its same-property portfolio, showcasing the resilience of its tenant base. By utilizing its "Market Concentration Moat," Rexford achieves significant operational efficiencies and economies of scale in property management that national REITs cannot replicate in the Southern California basin.

The REXR stock is listed on the New York Stock Exchange (NYSE) under the ticker symbol REXR. As a member of the S&P 400, Rexford Industrial Realty stock is highly liquid and widely held by institutional real estate investors. For those tracking the REXR stock price, the most critical metrics are the "Mark-to-Market" potential of its current rent rolls and its success in recycling capital through non-core dispositions. The REXR stock price in 2025 has remained resilient despite fluctuating interest rates, supported by the companys "A-" investment-grade balance sheet and its consistent double-digit FFO growth. Investors looking at the Rexford Industrial stock recognize that the companys geographic focus provides a "Natural Hedge" against the oversupply issues currently plaguing big-box industrial markets in the Inland Empire and other parts of the U.S.