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Jun 30, 2020

Rexford Industrial Q2 2020 Earnings Report

Rexford Industrial reported financial results for the second quarter of 2020.

Key Takeaways

Rexford Industrial Realty reported a net income attributable to common stockholders of $11.4 million, or $0.10 per diluted share, for the three months ended June 30, 2020. The Company share of Core FFO was $38.8 million, or $0.32 per diluted share of common stock, for the same period. The company acquired six industrial properties and one small land parcel for an aggregate purchase price of $76.5 million.

Net income attributable to common stockholders of $0.10 per diluted share.

Company share of Core FFO of $38.8 million, an increase of 21.1% year-over-year.

Consolidated Portfolio Net Operating Income (NOI) of $60.9 million, an increase of 25.6% year-over-year.

Comparable rental rates on 1,369,506 rentable square feet of new and renewal leases were 32.3% higher on a GAAP basis and 18.2% higher on a cash basis.

Total Revenue
$79.8M
Previous year: $63.6M
+25.4%
EPS
$0.32
Previous year: $0.3
+6.7%
Avg. occupancy
97.6%
Gross Profit
$61.1M
Previous year: $49.3M
+24.0%
Cash and Equivalents
$254M
Previous year: $172M
+47.7%
Total Assets
$4.16B
Previous year: $3.27B
+27.2%

Rexford Industrial

Rexford Industrial

Rexford Industrial Revenue by Segment

Forward Guidance

The Company is reiterating its full year 2020 guidance. Company share of Core FFO within a range of $1.26 to $1.29 per diluted share.

Positive Outlook

  • Net income attributable to common stockholders within a range of $0.28 to $0.31 per diluted share
  • Company share of Core FFO within a range of $1.26 to $1.29 per diluted share
  • Year-end Stabilized Same Property Portfolio occupancy within a range of 95.0% to 96.0%
  • Stabilized Same Property Portfolio NOI growth for the year within a range of 1.3% to 1.8%
  • General and administrative expenses within a range of $36.5 million to $37.0 million

Challenges Ahead

  • The number of tenants requesting rent relief or failing to pay rent in future periods
  • The duration and severity of the impact of the COVID-19 pandemic
  • Interest rates
  • The economy
  • The supply and demand of industrial real estate

Revenue & Expenses

Visualization of income flow from segment revenue to net income