Rexford Industrial Realty Inc (REXR) Fair Value & Analysis
Real Estate · US · Market cap $7.7B · ISIN US76169C1009
What is Rexford Industrial Realty Inc really worth?
Rexford Industrial Realty Inc
REXR · US
Below-average quality, and trading another 79% above our fair value of $20.69.
Strengths
Risks
For context
Fair value as of: Aug 13, 2026
From 14 valuation models · updated 22 days ago
Fair value updated Aug 13, 2026, revised from $21.35 to $20.69 (−3.1%) since Jul 27, 2026.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case ($20.69). 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 Aug 13, 2026.
How to read this chart
60‑month range $30.13 – $72.86 · fair‑value band $12.85 – $20.69 · the $37.01 price screens above the $20.69 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Rexford Industrial Realty Inc (REXR) currently trades at $37.01, while our model-based Fair Value estimate is $20.69, implying the stock looks roughly 78.9% overvalued today. The Quality Score stands at 44/100 (below-average quality), in the Real Estate sector. Bull case: the Asset-Based group reads highest at a median of $25.11 per share, and 3 of the 14 models we run sit above the $37.01 price. Bear case: the Growth DCF group reads lowest at $11.15, and 11 of the 14 models stay below the price. Evidence for this calculation is 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 Aug 13, 2026
Our scenario range runs from $12.85 (bear case) to $20.69 (bull case); at $37.01, 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 16% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at −44% fair-value upside, at −44%, 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, family-balanced 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. Every input is real reported data, nothing guessed.
All 14 models by family
Widest divergence: Asset-Based ($25.11) versus Growth DCF ($11.15). Highest evidence: Residual Income (76).
Notify me when REXR reaches fair value
Put REXR on your watchlist. We get in touch as soon as price and fair value meet or the trend turns.
Set up alert →Free, no payment details. Unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 43 · Market factors (momentum, volatility) 46
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
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 79% 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 · 56 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
Strength profile in five axes (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.
Similar stocks
10 more REIT - Industrial stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Prologis, Inc PLD | $140.70 | $61.28 | −56% |
| Public Storage, a member of the S&P 500, PSA | $311.20 | $162.43 | −48% |
| Extra Space Storage Inc EXR | $140.12 | $78.38 | −44% |
| EastGroup Properties, Inc EGP | $198.47 | $81.41 | −59% |
| Lineage, Inc LINE | $39.32 | $47.91 | +22% |
| CapitaLand Ascendas REIT (CLAR) A17U | 2.44 SGD | 2.00 SGD | −18% |
| CubeSmart CUBE | $39.73 | $25.06 | −37% |
| First Industrial Realty Trust, Inc FR | $62.39 | $20.72 | −67% |
| STAG Industrial, Inc STAG | $37.18 | $21.64 | −42% |
| Terreno Realty Corporation TRNO | $66.59 | $36.59 | −45% |
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 →
Try a ready-made strategy
Pick a strategy and jump into the live analysis with that exact screen applied.
Discover tools
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?
Watch Rexford Industrial Realty Inc in the live analysis
One click puts Rexford Industrial Realty Inc on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 35,000+ stock screener. You can also try 14 days of Pro there, no card.
Watch for free →Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.