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Upturn AI SWOT - About
REXR 
Rexford Industrial Realty Inc (REXR)
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Upturn Advisory Summary
09/12/2025: REXR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
17 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $40.31
1 Year Target Price $40.31
| 5 | Strong Buy |
| 2 | Buy |
| 9 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 18.11% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.62B USD | Price to earnings Ratio 32.36 | 1Y Target Price 40.31 |
Price to earnings Ratio 32.36 | 1Y Target Price 40.31 | ||
Volume (30-day avg) 17 | Beta 1.15 | 52 Weeks Range 29.33 - 50.21 | Updated Date 09/14/2025 |
52 Weeks Range 29.33 - 50.21 | Updated Date 09/14/2025 | ||
Dividends yield (FY) 3.89% | Basic EPS (TTM) 1.34 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 32.18% | Operating Margin (TTM) 41.37% |
Management Effectiveness
Return on Assets (TTM) 1.88% | Return on Equity (TTM) 3.75% |
Valuation
Trailing PE 32.36 | Forward PE - | Enterprise Value 13334233480 | Price to Sales(TTM) 10.76 |
Enterprise Value 13334233480 | Price to Sales(TTM) 10.76 | ||
Enterprise Value to Revenue 13.52 | Enterprise Value to EBITDA 18.05 | Shares Outstanding 236672000 | Shares Floating 235260159 |
Shares Outstanding 236672000 | Shares Floating 235260159 | ||
Percent Insiders 0.11 | Percent Institutions 112.59 |
Upturn AI SWOT
Rexford Industrial Realty Inc
Company Overview
History and Background
Rexford Industrial Realty, Inc. was founded in 2001 and went public in 2013. It focuses on owning, operating, and acquiring industrial properties in Southern California, infill markets in the Western United States, and select Eastern US markets. The company has grown through strategic acquisitions and internal property management.
Core Business Areas
- Industrial Property Ownership: Owns and operates a portfolio of industrial properties.
- Property Management: Manages industrial properties, including leasing, maintenance, and tenant relations.
- Acquisition and Development: Acquires and develops industrial properties in high-barrier markets.
Leadership and Structure
Michael S. Frankel is the Co-Chief Executive Officer. Howard Schwimmer is the Co-Chief Executive Officer. The company has a board of directors and a management team overseeing different aspects of its operations.
Top Products and Market Share
Key Offerings
- Industrial Space Leasing: Leases industrial spaces to a variety of tenants. Market share data is difficult to pinpoint exactly but Rexford is a significant player in Southern California, having an advantage over local players, as well as national industrial REITs. Competitors include Prologis (PLD), Duke Realty (now part of Prologis), and smaller regional REITs.
Market Dynamics
Industry Overview
The industrial real estate market is currently experiencing strong demand due to e-commerce growth, supply chain disruptions, and increased inventory levels. Low vacancy rates and rising rents characterize the sector.
Positioning
Rexford Industrial Realty is positioned as a leading owner and operator of industrial properties in Southern California and other in-fill markets, focusing on high-quality assets and value creation through property management and strategic acquisitions. Its local market knowledge in a supply-constrained region gives it a competitive advantage.
Total Addressable Market (TAM)
The total addressable market is the overall market of industrial properties in Southern California, estimated to be over $200 billion. Rexford Industrial is positioned to capture a growing share of this market.
Upturn SWOT Analysis
Strengths
- Strong presence in Southern California
- Experienced management team
- High-quality industrial portfolio
- Proven acquisition strategy
- Focus on infill markets
Weaknesses
- Geographic concentration risk (Southern California)
- Reliance on acquisitions for growth
- Sensitivity to economic cycles
- Higher exposure to rising interest rates
Opportunities
- Further expansion in Southern California and other Western US markets
- Development of new industrial properties
- Increased demand for e-commerce fulfillment centers
- Growing rental rates due to limited supply
- Acquisition of undervalued industrial assets
Threats
- Economic slowdown in Southern California
- Increased competition from other REITs
- Rising interest rates
- Oversupply of industrial space in certain markets
- Changes in zoning regulations
Competitors and Market Share
Key Competitors
- PLD
- DRE
- PSA
Competitive Landscape
Rexford Industrial has an advantage in Southern California due to its local market knowledge and focus on infill locations. Compared to larger REITs like Prologis (PLD), Rexford may have more agility in pursuing smaller, niche acquisitions. The scale of larger REITs offers them advantages in negotiating financing terms.
Major Acquisitions
Irwindale Industrial Portfolio
- Year: 2023
- Acquisition Price (USD millions): 210.4
- Strategic Rationale: Expand presence in highly desirable Southern California market, creating economies of scale in that region.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by strategic acquisitions, rental rate increases, and property management improvements.
Future Projections: Future growth projections depend on analyst estimates for acquisitions, rental rate growth, and property development.
Recent Initiatives: Recent strategic initiatives include acquiring new industrial properties, expanding into new markets, and developing new properties.
Summary
Rexford Industrial Realty has been strategically acquiring industrial properties which is showing a strong portfolio especially with local Southern California infill which gives it a competitive edge. Dependence on rising real estate rates can be a huge risk. The company should look at other regions in the US to expand to. Overall, the financial status of Rexford will be determined by how many more acquisitions it makes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Investor Presentations
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance can change, so you should conduct thorough due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Rexford Industrial Realty Inc
Exchange NYSE | Headquaters Los Angeles, CA, United States | ||
IPO Launch date 2013-07-19 | Co-CEO & Director Mr. Howard Schwimmer | ||
Sector Real Estate | Industry REIT - Industrial | Full time employees 271 | |
Full time employees 271 | |||
Rexford Industrial creates value by investing in, operating and redeveloping industrial properties throughout infill Southern California, the world's fourth largest industrial market and consistently the highest-demand with lowest-supply major market in the nation. The Company's highly differentiated strategy enables internal and external growth opportunities through its proprietary value creation and asset management capabilities. As of June 30, 2025, Rexford Industrial's high-quality, irreplaceable portfolio comprised 422 properties with approximately 51.0 million rentable square feet occupied by a stable and diverse tenant base. Structured as a real estate investment trust (REIT) listed on the New York Stock Exchange under the ticker REXR, Rexford Industrial is an S&P MidCap 400 Index member.
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