Rexford Industrial Realty (REXR)
NYSEReal EstateReit - IndustrialSnapshot 2026-10-30
$38.22-0.34%
Close 2026-10-30 · 1-day change
NYSEReal EstateReit - IndustrialSnapshot 2026-10-30
Research Workspace
Put REXR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is contracting — down about 2% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens weak on capital allocation.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskREXR’s portfolio realignment through planned asset sales is the central claim, supported by higher 2026 guidance. Third-quarter revenue beat consensus overall, though rental income missed consensus and revenue declined year over year. The company raised 2026 core FFO guidance to $2.41-$2.44 per diluted share. REXR trades at 21× P/E versus the 12× peer median, despite its 27× historical multiple. The market prices in more growth than our forecast, leaving the premium dependent on delivery. Our model puts the next-quarter miss probability near 22%. Peer multiples imply a price about 8% below where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. REXR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 20 analysts currently covering REXR (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for REXR in the last 4 months.
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Compare REXR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| REXR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Industrial REITs — fair value, gap to price, and forward P/E.
Compare the value case
Put REXR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Portfolio realignment through planned dispositions of $1.5-$2.0 billion
Reported $1.5B portfolio shift and lower leverage advance dispositions and disciplined capital allocation.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $38.22
The last 12 months of price, then the range of analyst 12-month targets from today’s $38.22.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase Core FFO per diluted share
Higher 2026 earnings guidance supports Core FFO growth despite a quarterly revenue miss.
Threatens: Portfolio realignment through planned dispositions of $1.5-$2.0 billion
Mixed signals on portfolio realignment may hinder capital allocation.
Advances: Portfolio realignment through planned dispositions of $1.5-$2.0 billion
Investment in a leaner future aligns with portfolio realignment.
Advances: Portfolio realignment through planned dispositions of $1.5-$2.0 billion
Completion of $1.2 billion sale supports capital allocation goals.
Advances: Portfolio realignment through planned dispositions of $1.5-$2.0 billion
Upgrade based on asset sales supports capital allocation strategy.
