Rexford Industrial Realty

REXR

Market cap $9.69B

Falling Fed Funds rates and attractive REIT yields, along with technicals, make REITs increasingly appealing. Industrial REITs show robust fundamentals, with high occupancy, minimal delinquencies, excellent revenue growth, and strong leasing spreads, earning the designation as Winners of REIT Earnings Season. This article examines each company in the sector for liquidity, FFO growth, cash flow growth, and dividend growth, to single out one company as the best investment right now.

LOS ANGELES , Nov. 25, 2025 /PRNewswire/ -- Rexford Industrial Realty, Inc. (the "Company" or "Rexford Industrial") (NYSE: REXR), a real estate investment trust ("REIT") focused on creating value by investing in and operating industrial properties throughout infill Southern California, today announced the appointment of David Stockert to the Company's Board of Directors effective January 1, 2026. Mr. Stockert is a general partner of Sweetwater Opportunity Funds, a series of Atlanta-based private real estate investment funds, a position he has held since 2019.

Exited 561,113 shares, a net position decrease of $19,958,789 After the sale, the fund reported zero Rexford shares and $0 position value The Rexford holding was previously 3.98% of the fund's AUM in the prior quarter

Extra Space Storage has hiked its dividend by more than 110% over the past decade. Realty Income has increased its dividend for 112 consecutive quarters.

Reformed Capital Allocation Framework  Commitment to Operating Company at a Reduced G&A Level that Drives Efficiency and Results Adding New Independent Director by End of 2025  Announcements Follow Constructive Engagement with Elliott Investment Management Company Separately Announced COO Laura Clark to Become CEO  as Part of Leadership Succession Plan LOS ANGELES , Nov. 18, 2025 /PRNewswire/ -- Rexford Industrial Realty, Inc. (the "Company" or "Rexford Industrial") (NYSE: REXR), a real estate investment trust focused on creating value by investing in and operating industrial properties throughout infill Southern California, today outlined the Company's strategic and financial priorities and actions underway to drive long-term value for shareholders. "I am committed to a reformed capital allocation strategy that aligns with market conditions and our cost of capital, with a clear focus on maximizing risk-adjusted returns and our per-share NAV," said Laura Clark, Chief Operating Officer and incoming Chief Executive Officer of Rexford Industrial.

Chief Operating Officer Laura Clark to Succeed Howard Schwimmer and Michael Frankel as Chief Executive Officer Effective April 1, 2026 LOS ANGELES , Nov. 18, 2025 /PRNewswire/ -- Rexford Industrial Realty, Inc. (the "Company" or "Rexford Industrial") (NYSE: REXR), a real estate investment trust ("REIT") focused on creating value by investing in and operating industrial properties throughout infill Southern California, today announced that the Rexford Industrial Board of Directors has implemented its leadership succession plan.  Laura Clark, Rexford Industrial's Chief Operating Officer, will serve as Chief Executive Officer effective April 1, 2026, and was appointed as a member of the Company's Board of Directors effective November 17, 2025.

REXR's preferred stocks are compared with other REIT investment-grade preferred stocks currently trading below par. REXR holds total assets of around $12.85 billion and a market capitalization close to $10 billion as of Q3. The company's portfolio consists of approximately $155.6 million in preferred stocks and nearly $3.26 billion in debt.

Rexford stands out among industrial REITs with 420 properties and strong Q3 results, including raised Core FFO and NOI guidance. Rexford increased its Core FFO per share guidance and sharply boosted same-property portfolio cash NOI growth expectations, reflecting robust operational performance. Leasing activity hit a record high with 3.3 million square feet leased and strong leasing spreads, underlining continued tenant demand and portfolio strength.

REITs offer compelling value and income, with VNQ yielding 3.8% versus the S&P 500's 1.1%, and trade at historically wide valuation discounts. The current macro environment favors high-quality, undervalued dividend stocks, as falling long-term rates could boost demand for income-generating assets like REITs. REITs demonstrate strong financial health, stable dividends, and sector diversity, making them attractive for both income and potential total return upside.

Some REIT sectors are far more attractive than others. My favorite sectors are those that are heavily discounted due to temporary oversupply. I highlight some of my favorite REITs to buy today for upside potential.