It's been a bigger winner and grown its dividend a lot faster.In this video, Motley Fool contributor Jason Hall breaks down why Rexford Industrial Realty (REXR 2.04%) is his pick as a better buy right now than one of this longtime favorite high-yield stocks, Realty Income (O 0.48%).*Stock prices used were from the afternoon of Sept. 9, 2024. The video was published on Sept. 13, 2024. ...

文章核心观点 - 工业地产投资信托公司Rexford Industrial Realty, Inc. (REXR)在其目标市场南加州内陆地区的租赁需求强劲 [1][2] - REXR最近在加州安大略市的一处改造项目完成了274,885平方英尺的租赁,预计将以5.5%的未杠杆收益率稳定运营 [1] - REXR在2024年第二季度的租赁业绩出色,新租赁和续租面积分别达到103.3万平方英尺和122.9万平方英尺 [2] - REXR在2024年初至7月17日期间完成了4个改造项目的稳定运营,总投资6640万美元,加权平均未杠杆收益率为9.7% [2] - 电商快速发展和库存水平可能上升将推动工业地产长期需求,REXR有望从中受益 [3] 行业概况 - 电商快速发展和库存水平可能上升将推动工业地产长期需求 [3] - 过去3个月,REXR股价上涨12.2%,同期行业上涨17.2% [3] 公司表现 - REXR在南加州内陆地区的租赁需求强劲 [1][2] - REXR最近完成了一处274,885平方英尺的改造项目租赁,预计将以5.5%的未杠杆收益率稳定运营 [1] - REXR在2024年第二季度的租赁业绩出色,新租赁和续租面积分别达到103.3万平方英尺和122.9万平方英尺 [2] - REXR在2024年初至7月17日期间完成了4个改造项目的稳定运营,总投资6640万美元,加权平均未杠杆收益率为9.7% [2] - REXR有望从电商发展和库存上升中受益 [3]

LOS ANGELES, Sept. 9, 2024 /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 located throughout infill Southern California, today announced the lease-up of 500 Dupont Avenue, located in Ontario in the Inland Empire – West submarket. The newly repositioned 274,885 square-foot building was leased to a third-party logistics (3PL) provider. The value-ad ...

LOS ANGELES, Sept. 5, 2024 /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 that the Company will present at the Barclays 22nd Annual Global Financial Services Conference on September 9, 2024 at 9 a.m. EDT. The Company will also present at the Bank of America Securities 2024 Global Rea ...

ISergMany REITs remain bargains despite the recent uptick in price in anticipation of a rate cut in September. That’s likely because the market is still latched onto high-flying growth stocks that pay investors little to no yield for holding on to them. A better idea may be to get both meaningful income and growth at the same time. This brings me to Rexford Industrial (NYSE:REXR), which currently offers a 3.3% yield and growth prospects to boot. I last covered REXR in February, noting its strong track r ...

These stocks have some qualities Buffett likes to see but are too small to be Berkshire investments.There are some characteristics Warren Buffett looks for when selecting stocks for Berkshire Hathaway's (BRK.A 0.74%) (BRK.B 0.86%) portfolio -- stable cash flows, competitive advantages, and good management are some examples. But he also needs a company to be large enough to make an impact on Berkshire's portfolio. In this video, Fool.com contributors Tyler Crowe and Matt Frankel discuss two stocks that could ...

halbergman/E+ via Getty Images Introduction Close to 50% of my portfolio is invested in stocks from the industrial sector. This includes mainly wide-moat companies like anti-cyclical defense contractors, Class I railroads, machinery producers, suppliers of building materials, and others. As the S&P 500 has roughly 8.5% industrial exposure, my 50% exposure looks like a lot. However, less than half of these companies are cyclical, and all companies have business models that make them stand out in a way. That' ...

Roddy1red/iStock via Getty Images The movie title, 'Bend It Like Beckham', is a reference to a 'free kick technique', in which soccer legend David Beckham spins the ball, resulting in an arc that makes it harder for goalies to track where the ball lands. In the movie, it's also a reference to how to navigate life, in which one may need to go outside of the mainstream methods to achieve their goals. In the investment world, mainstream rules go something like “save your money and put it into an index fund ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36008 Rexford Industrial Realty, Inc. (Exact name of registrant as specified in its charter) Maryland 46-2024407 (State or other ...

财务数据和关键指标变化 - 公司第二季度FFO每股为0.60美元,同比增长11% [44] - 同店NOI同比增长6%,现金同比增长9.1%,主要由于过去12个月租金上涨61%和43% [45] - 公司租户基础保持强劲和抗风险能力,坏账占收入比例为30个基点 [46] 各条业务线数据和关键指标变化 - 公司在第二季度完成了230万平方英尺的租赁活动,净租金上涨率为68%,现金上涨率为49% [15] - 公司同店组合的占用率上升70个基点至97.3% [16] 各个市场数据和关键指标变化 - 公司所在的南加州内陆市场需求基本面依然强劲,是全美最具长期供需失衡的主要工业市场之一 [18][19] - 高质量、功能性强的中小型空间相比老旧产品表现更出色,出现明显分化 [19][28] 公司战略和发展方向及行业竞争 - 公司专注于南加州内陆地区中小型工业物业的价值创造,未来三年内部增长潜力巨大 [22][23][24] - 公司未来三年内部现金NOI有望增长35%,主要来自于资产改造提升和租金上涨 [24][53] - 公司在资产收购方面保持谨慎,专注于质量和现金流增长 [64][65][66] 管理层对经营环境和未来前景的评论 - 尽管面临宏观经济不确定性,但公司所在的南加州内陆工业市场依然相对抗风险 [17][18] - 公司看好未来市场租金增长的基础,租户续租意愿强烈,合同租金年涨4% [21] - 管理层对未来三年内部增长前景充满信心,预计FFO每股年均增长11%-13% [109][110] 其他重要信息 - 公司计划提拔首席运营官,并正在招聘首席财务官 [67][68][69][71] - 公司二季度完成了1.7亿美元的资产收购,平均初始收益率为5.8% [39] - 公司有4.2万平方英尺的价值提升和再开发项目在进行或即将启动 [43] 问答环节重要的提问和回答 问题1 **Nick Joseph 提问** 询问公司未来收购意向和机会 [63] **Michael Frankel 回答** 公司收购意向专注于质量和现金流增长,不会设定收购规模目标 [64][65][66] 问题2 **Blaine Heck 提问** 询问市场租金增长的潜在催化因素和时间点 [82] **Michael Frankel 回答** 虽然时间点难以预测,但公司看好南加州内陆市场的长期基本面支撑租金增长 [83][84][85][86][87] 问题3 **Vikram Malhotra 提问** 询问公司未来3年FFO增长预期是否可以维持 [103][108] **Laura Clark 回答** 公司仍然有信心未来3年FFO每股年均增长11%-13% [109][110]