Rexford Industrial Realty, Inc (REXR) Fair Value & Analysis
Real Estate · US · Market cap $7.7B
Rexford Industrial Realty, Inc
REXR · US
Fair value as of: Jul 27, 2026
From 14 valuation models · updated 14 days ago
Share price +8.3% over the past month.
Below-average quality, and screening another 42% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($21.35). The favourable scenario is already priced in.
- Weak quality (44/100) and above fair value at the same time, the margin of safety is missing on both counts.
- As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 27, 2026.
How to read this chart
60‑month range $30.13 – $72.86 · fair‑value band $11.98 – $21.35 · the $36.74 price screens above the $21.35 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 27, 2026.
Analysis
Rexford Industrial Realty, Inc (REXR) currently trades at $36.74, while our model-based Fair Value estimate is $21.35, implying the stock looks roughly 41.9% overvalued today. The Quality Score stands at 44/100 (below-average quality), in the Real Estate sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Rexford Industrial Realty, Inc generated revenue of $996M at a net margin of 23.3%. Revenue declined 2.9% year over year. It earns a return on equity of 2.7%. Net debt stands at $3.3B. Fundamentals as of Jul 27, 2026
Our scenario range runs from $11.98 (bear case) to $21.35 (bull case); at $36.74, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 15% below its 52-week high and 15% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -41% fair-value upside, at -42%, REXR screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 14 models by family
Widest divergence: Asset-Based ($25.11) versus Growth DCF ($11.15). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 27, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 43 · Market factors (momentum, volatility) 45
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Rexford Industrial Realty, Inc. creates value by investing in, operating and repositioning 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 over the long term.
Full company description
Rexford Industrial Realty, Inc. creates value by investing in, operating and repositioning 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 over the long term. The Company's highly differentiated strategy enables internal and external growth opportunities through its proprietary value creation and asset management capabilities. Rexford Industrial's high-quality, irreplaceable portfolio comprised 419 properties with approximately 51.2 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. Rexford Industrial is an S&P MidCap 400 Index member. Rexford Industrial Realty, Inc. was incorporated on January 18th, 2013 and is based in Los Angeles, United States.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Rexford Industrial Realty, Inc reported revenue of $1.0B in FY2025 versus $452M in FY2021, a compound +22.0%/yr. Reported net income was $212M in FY2025, compounding +13.4%/yr from FY2021.
REXR screens 42% overvalued. Compare with Prologis, Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Rexford Industrial Realty (REXR) Stock May Be Above Fair Value Despite Q2 Earnings Beat
- Rexford Industrial Realty Inc (REXR) Q2 2026 Earnings Call Highlights: Strong Leasing Volume ...
- How Rexford’s Portfolio Reset and US$1 Billion Buyback Will Impact Rexford Industrial Realty (REXR) Investors
- Rexford outlines $1.5B-$2B 2026 dispositions with plan to cut leverage to 3.5x and authorize $1B buyback
Peer Group
REIT - Industrial · 63 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs REIT - Industrial median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 86/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more REIT - Industrial stocks, each showing price versus our Fair Value estimate (as of Jul 27, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Prologis, Inc PLD | $143.42 | $61.28 | -57% |
| Public Storage, a member of the S&P 500, PSA | $322.48 | $172.80 | -46% |
| Extra Space Storage Inc EXR | $147.71 | $78.38 | -47% |
| EastGroup Properties, Inc EGP | $213.10 | $81.41 | -62% |
| Lineage, Inc LINE | $41.42 | $47.91 | +16% |
| CapitaLand Ascendas REIT (CLAR) A17U | 2.51 SGD | 2.00 SGD | -20% |
| CubeSmart CUBE | $42.09 | $25.06 | -40% |
| First Industrial Realty Trust, Inc FR | $66.99 | $21.48 | -68% |
| STAG Industrial, Inc STAG | $41.11 | $24.31 | -41% |
| FIBRA Prologis FIBRAPL14 | 76.48 MXN | 46.89 MXN | -39% |
Compare Rexford Industrial Realty, Inc with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Real Estate stocks →
Frequently asked questions
Is Rexford Industrial Realty, Inc (REXR) overvalued or undervalued?
What is the fair value of REXR?
What is the quality score of REXR?
What is the revenue of Rexford Industrial Realty, Inc (REXR)?
What is the net profit margin of REXR?
Does Rexford Industrial Realty, Inc pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Rexford Industrial Realty, Inc and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.