“Debt Extinguishment and Modification Expenses During the six months ended June 30, 2025, we recognized debt extinguishment and modification expenses of $0.3 million, consisting of a $0.2 million loss on extinguishment of debt from the write-off of unamortized…”10-Q · Jul 28, 2026 ↗
Rexford Industrial Realty, Inc.
REXR
Market read
Rexford Industrial Realty, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
- REXR's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if REXR's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- REXR's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating cash flow covered net income at 2.56x in the latest annual period.
- Supply chain and availability has repeated favorable evidence across 3 filings.
- Tariffs and trade policy has repeated favorable evidence across 3 filings.
- Latest annual revenue changed -3.6% year over year.
- Net margin changed -8814.0 percentage points in the latest annual period.
- Diluted shares increased 6.4% in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 4 filings.
- Restructuring and cost reductions has repeated adverse evidence across 4 filings.
- P/E is 48% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 165375% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
37.01Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The impairment charges were primarily attributable to changes in management's assumptions regarding expected holding periods for properties identified for disposition, which resulted in estimated fair values below carrying value.”10-Q · Jul 28, 2026 ↗
“However, this estimate is based on our current construction plans and budgets, both of which are subject to change as a result of a number of factors, including increased costs of building materials or construction services (including as a result of trade dis…”10-Q · Jul 28, 2026 ↗
“However, this estimate is based on our current construction plans and budgets, both of which are subject to change as a result of a number of factors, including increased costs of building materials or construction services (including as a result of trade dis…”10-Q · Jul 28, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 14610.4× · EV/sales 19850.1×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:10 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for REXR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for REXR. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind REXR
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
BXBlackstone Inc.investeeFeb 11, 2026 ▾
“Total capitalized closing costs and acquisition related costs, net of certain credits, not included in the gross contractual purchase price in the table above, were approximately $ 3.7 million.”
GSThe Goldman Sachs Group, Inc.partnerFeb 11, 2026 ▾
“8-K 001-36008 1.4 2/17/2023 10.36 Equity Distribution Agreement, dated February 17, 2023, by and among Rexford Industrial Realty, Inc., Rexford Industrial Realty, L.P., and Goldman Sachs & Co.”
JEFJefferies Financial Group Inc.partnerFeb 11, 2026 ▾
“8-K 001-36008 1.5 2/17/2023 10.37 Equity Distribution Agreement, dated February 17, 2023, by and among Rexford Industrial Realty, Inc., Rexford Industrial Realty, L.P., and Jefferies LLC.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 10 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
REXR is currently a Follower in the organic co-movement group Industrial REITs. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.