Rexford Industrial Realty

REXR

Market cap $9.69B

The headline numbers for Rexford Industrial (REXR) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Rexford Industrial (REXR) came out with quarterly funds from operations (FFO) of $0.6 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to FFO of $0.59 per share a year ago.

LOS ANGELES , Oct. 15, 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 financial and operating results for the third quarter of 2025. Third Quarter 2025 Financial and Operational Highlights Net income attributable to common stockholders of $87.1 million, or $0.37 per diluted share, as compared to $65.1 million, or $0.30 per diluted share, for the prior year quarter.

My portfolio remains highly concentrated, with core positions in Comfort Systems, LandBridge, Texas Pacific Land, and defense stocks. Among others, I focus on three main investment theses: energy/water royalties, data center buildout, and defense modernization, all supported by secular tailwinds. In light of recent underperformance due to energy weakness and tariffs, I plan to use market dips to add to cyclical and infrastructure holdings.

U.S. equity markets tumbled in a sudden jolt of volatility as investors - already flying blind on key data - reacted to a surprise, massive tariff announcement on Chinese imports. The White House announced a 100% added tariff on all Chinese imports beginning next month - up from 30% currently - as retaliation to new export controls on rare minerals. The CBOE Volatility Index surged to the highest levels since mid-May in a sudden onset of angst following several months of relatively tranquil market conditions.

Besides Wall Street's top-and-bottom-line estimates for Rexford Industrial (REXR), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2025.

Rexford Industrial Realty offers a compelling value for long-term income and growth investors, trading near historical lows with a 4.1% dividend yield. REXR benefits from a supply-constrained Southern California market, robust tenant retention, and embedded rent growth, supporting future FFO expansion. Despite muted near-term FFO growth, REXR's strong balance sheet, redevelopment pipeline, and resilient small-space demand position it for potential 7-9% FFO growth ahead.

My portfolio isn't average, as three core holdings now generate 44% of my dividend income, a risk I accept because I trust them deeply. These companies give me resilience, growth, and income power, even if markets stay volatile and headlines distract other investors. While concentration carries risks, I see these holdings as "never sell" anchors that let me sleep well and build long-term financial freedom.

Since my previous article, Rexford Industrial has outperformed the S&P 500 index. I believe the industrial REIT's focus on owning the best properties in the country's strongest infill markets will pay off in the coming years. REXR maintains robust net debt to EBITDA and net debt to capital ratios.

LOS ANGELES , Sept. 16, 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 announced that the Company will release third quarter 2025 financial results after the market closes on Wednesday, October 15, 2025.