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Dec 31, 2024

Rexford Industrial Q4 2024 Earnings Report

Expected Revenue:$245M
+21.2% YoY
Expected EPS:$0.27
0.0% YoY

Key Takeaways

Rexford Industrial reported a net income attributable to common stockholders for the fourth quarter of $59.4 million, or $0.27 per diluted share. The Company's share of Core FFO for the fourth quarter was $128.6 million, or $0.58 per diluted share. Consolidated portfolio NOI and Cash NOI increased 15.8% and 18.0%, respectively. Same Property Portfolio NOI and Cash NOI increased 2.2% and 5.3%, respectively.

Net income attributable to common stockholders was $59.4 million, or $0.27 per diluted share.

Company share of Core FFO was $128.6 million, or $0.58 per diluted share.

Consolidated portfolio NOI and Cash NOI increased 15.8% and 18.0%, respectively.

Same Property Portfolio NOI and Cash NOI increased 2.2% and 5.3%, respectively.

Total Revenue
$243M
Previous year: $210M
+15.4%
Avg. occupancy
95.7%
Previous year: 97.5%
-1.8%
Cash and Equivalents
$56M
Previous year: $33.4M
+67.4%
Free Cash Flow
$27.9M
Total Assets
$12.6B
Previous year: $10.9B
+15.7%

Rexford Industrial

Rexford Industrial

Rexford Industrial Revenue by Segment

Forward Guidance

The Company is initiating its full year 2025 guidance. Net Income Attributable to Common Stockholders per diluted share is expected to be $1.21 - $1.25. Company share of Core FFO per diluted share is expected to be $2.37 - $2.41. Same Property Portfolio NOI Growth — Net Effective is expected to be 0.75% - 1.25%. Same Property Portfolio NOI Growth — Cash is expected to be 2.25% - 2.75%. Average Same Property Portfolio Occupancy (Full Year) is expected to be 95.5% - 96.0%.

Positive Outlook

  • Net Income Attributable to Common Stockholders per diluted share: $1.21 - $1.25
  • Company share of Core FFO per diluted share: $2.37 - $2.41
  • Same Property Portfolio NOI Growth — Net Effective: 0.75% - 1.25%
  • Same Property Portfolio NOI Growth — Cash: 2.25% - 2.75%
  • Average Same Property Portfolio Occupancy (Full Year): 95.5% - 96.0%