$REXR

BMO Capital maintained an 'Outperform' rating for Rexford Industrial Realty (REXR) and raised its price target to $39.00. The company, a REIT focused on Southern California industrial properties, has a market cap of $8.28B. GuruFocus values REXR at $41.60, suggesting a 10.8% undervaluation. The stock has a GF Score of 88/100, indicating strong performance.

Real estate stocks declined as the Fed raised interest rates, pushing mortgage rates to nearly 7%. The S&P 500 Real Estate Sector Index fell 2.3%, with residential REITs down 4.8%. Zillow (Z) dropped 10% after a court ruling, while Alexandria Real Estate Equities (ARE) gained 4.2%. Several joint ventures were announced, including one by Realty Income (O) in Europe and another by Digital Realty (DLR) in Türkiye.

Rexford Industrial Realty, Inc. (REXR) filed an SEC Form 8-K — Completion of Acquisition or Disposition of Assets. Exhibit 99.1 September 17, 2026 Rexford Industrial Completes a $1.2 Billion Industrial Portfolio Sale Transaction Advances $2.0 Billion Non-Core Portfolio Realignment $1.5 Billion Completed Year-to-Date Dispositions Los Angeles — September 17, 2026 — Rexford Industrial Realty, In

Rexford Industrial Realty (REXR) agreed to sell a $1.2B industrial portfolio, part of a $2B plan to divest non-core assets. The company aims to focus on high-growth properties, with proceeds used for debt repayment, buybacks, and reinvestment. Q2 2026 saw a net loss of $506.9M due to impairments, and leasing activity showed declining rental rates. Hedge fund ownership decreased, and guidance was revised to a net loss for the year.

Rexford Industrial Realty (REXR), a Southern California-focused REIT, has seen its shares drop over 1% this year. The company has increased its dividend for 12 consecutive years, with a current yield of 4.52%. Rexford benefits from monopolistic advantages due to its concentrated market presence, with high occupancy rates and strong FFO growth. The company is also reducing debt and authorizing a $1 billion share buyback program.

Raymond James upgraded Rexford Industrial Realty's rating from Underperform to Market Perform. The company's stock is currently trading at $39.46, with a 5-day change of +2.19% and a year-to-date change of +3.18%.

Scotiabank maintained a 'Sector Outperform' rating for Rexford Industrial Realty (REXR) and raised its price target to $40. The company, a REIT focused on industrial properties in Southern California, has a market cap of $8.28 billion. According to GuruFocus, REXR is 10.5% undervalued with a GF Score of 91/100, indicating strong performance in profitability and growth.

Rexford Industrial Realty (REXR) agreed to sell a Southern California property portfolio to EQT Real Estate for $1.2B, expected to close by Q3. The sale is part of a plan to divest $1.5B-$2B in non-core assets. Proceeds will be used to reduce debt, repurchase shares, and fund developments. The portfolio is expected to yield 5.5% cash net operating income in 2027.

Rexford Industrial Realty, Inc. (REXR) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Exhibit 99.1 August 18, 2026 Rexford Industrial Enters Into Agreement to Sell a $1.2 Billion Industrial Portfolio Agreement Brings Year-to-Date Dispositions Closed or Under Contract to $1.5 Billion Positions Rexford to Deliver on Full-Year Disposition Guidance of $1.5 to $2.0 Bil

Rexford Industrial Realty (NYSE: REXR) agreed to sell an industrial portfolio to an EQT Real Estate affiliate for about $1.2 billion. The deal is expected to close by end of Q3 2026, subject to conditions. Rexford expects 2027 cash NOI yield of about 5.5% and targets full-year dispositions of $1.5 to $2.0 billion, with $1.5 billion closed or under contract YTD.