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Rexford Industrial Realty (REXR) investor relations material
Rexford Industrial Realty Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary16 Oct, 2025
Executive summary
Achieved record leasing activity of 3.3 million sq ft in Q3 2025, with net effective leasing spreads of 26.1% and cash spreads of 10.3%, reflecting strong tenant demand and portfolio outperformance in infill Southern California markets.
Net income attributable to common stockholders rose 32.1% year-over-year to $268.9 million for the nine months ended September 30, 2025, driven by higher rental rates and portfolio growth.
Core FFO increased 10.3% to $422.4 million, or $1.82 per share for the nine months, with Q3 Core FFO at $0.60 per share, up 1.7% year-over-year.
Portfolio occupancy was 91.8% at quarter-end, with same property average occupancy at 96.2% and ending occupancy at 96.8%.
Strong capital recycling and $150 million in share repurchases supported a low-leverage, flexible balance sheet.
Financial highlights
Q3 2025 total revenues were $253.2 million, up 4.7% year-over-year; rental income was $246.8 million, up 3.5%.
Core FFO/share for Q3 2025 was $0.60, up 1.7% year-over-year; YTD Core FFO/share was $1.82, up 2.8%.
Total Portfolio NOI and Cash NOI for the nine months increased 7.7% and 10.4%, respectively.
Gains on sale of real estate for the nine months totaled $86.1 million, up from $18.0 million year-over-year.
Liquidity stood at $1.6 billion at quarter end, with net debt to EBITDA at 4.1x.
Outlook and guidance
2025 Core FFO per diluted share guidance raised to $2.39–$2.41, up $0.01 at midpoint, reflecting strong leasing and capital recycling.
Same property cash NOI growth guidance increased to 3.75%–4.25% from 2.25%–2.75%.
Average same property occupancy guidance increased to approximately 96.0%.
Net income per diluted share guidance for 2025 updated to $1.44–$1.46.
Projected $65 million annualized NOI from repositioning/redevelopment, with $41 million stabilized or in lease-up and $24 million under construction.
Future R&R pipeline adjustments?
What internal drivers offset negative rent spreads?
What's the long-term G&A efficiency plan?
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Next Rexford Industrial Realty earnings date
Q4 20255 Feb, 2026
Next Rexford Industrial Realty earnings date
Q4 20255 Feb, 2026
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Frequently asked questions
Rexford Industrial Realty Inc is a real estate investment trust focused on the ownership, operation, and redevelopment of industrial properties. Its portfolio includes warehouses and logistics facilities located in Southern California, one of the largest industrial markets in the U.S. The company generates revenue primarily through rental income. Rexford Industrial Realty Inc is headquartered in Los Angeles, California, and its shares are listed on the NYSE.
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