UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________________________________________________________ .._______________________________________________________________________________________________ FORM 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 F ...

Financial Data and Key Metrics Changes - The company reported a core FFO per share growth of 14% year-over-year, driven by same property NOI growth of 9.5% on a cash basis and 8.4% on a net effective basis [55] - Full year core FFO was $2.19 per share, exceeding guidance projections and representing a 12% earnings growth [55] - The company maintained a low leverage balance sheet, ending the year with a net debt to total enterprise value of 15% [46][63] Business Line Data and Key Metrics Changes - The company executed 1.9 million square feet of lease activity in the fourth quarter, resulting in 204,000 square feet of positive net absorption [50] - Leasing spreads were reported at 63% on a net effective basis and 46% on a cash basis for the fourth quarter [51] - The company closed $315 million in investments during the fourth quarter, projected to generate an unleveraged stabilized yield of 6.8% [52] Market Data and Key Metrics Changes - The overall infill market vacancy remained exceptionally low, ending the fourth quarter at 2.75% with nominal positive net absorption [58] - Port volumes at LA and Long Beach rebounded with a 22% increase in activity over the prior year quarter [58] - The infill Southern California industrial markets demonstrated resilience, with nominal rent growth of about 1.2% [43] Company Strategy and Development Direction - The company is focused on maintaining an investment-grade, low-leverage balance sheet to capitalize on growth opportunities [46] - The company has a repositioning pipeline comprising over 9 million square feet of space scheduled for repositioning over the next four years [45] - The company aims to expand its market share within the 1.8 billion square foot infill Southern California market, currently holding a 2.5% market share [66] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the underlying fundamentals, despite potential near-term choppiness in demand for certain product sizes [74] - The company anticipates a favorable market backdrop with port volumes trending positively and a more stable interest rate environment [44] - Management expects average annual core FFO per share growth over the next three years in the range of 11% to 13% [66] Other Important Information - The company announced a 10% increase in its dividend, bringing the average annual dividend growth to 23% since its public offering [47] - The company has a significant internal cash flow and earnings growth opportunity projected at 42% internal cash NOI growth over the next three years [64] - The cash mark-to-market is currently at 38%, down from 43% in the prior quarter [118] Q&A Session Summary Question: Can you talk about the choppiness in demand in certain tenant sizes and submarkets? - Management noted that the Inland Empire West is experiencing excess supply impacting larger space sizes, while other infill markets are performing well with about 4% market rent growth [74][76] Question: How is the leasing pipeline looking for the first few months of the year? - Management indicated a significant pickup in leasing activity towards the end of the year, with ongoing efforts to convert this activity into leases [84] Question: What is the expected contribution from repositioning and redevelopment projects? - Management expressed confidence in achieving the projected $0.06 contribution from repositioning projects, with potential upside from reduced lease-up time and higher target rents [86][87]

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 September 30, 2023 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 ...

Rexford Industrial Realty, Inc. (NYSE:REXR) Q3 2023 Earnings Conference Call October 19, 2023 1:00 PM ET Company Participants David Lanzer - General Counsel Michael Frankel - Co-Chief Executive Officer Howard Schwimmer - Co-Chief Executive Officer Laura Clark - Chief Financial Officer Conference Call Participants Camille Bonnel - Bank of America John Kim - BMO Capital Markets Blaine Heck - Wells Fargo Nicholas Joseph - Citigroup Craig Mailman - Citigroup Greg McGinniss - Scotiabank Nick Thillman - Robert ...

Financial Performance - Net income attributable to common stockholders increased by 36.8% to $109.4 million for the six months ended June 30, 2023, compared to the prior year[188]. - Core funds from operations (Core FFO) attributable to common stockholders increased by 33.3% to $211.1 million for the six months ended June 30, 2023, compared to the prior year[188]. - Net operating income (NOI) increased by 32.3% to $292.1 million for the six months ended June 30, 2023, compared to the prior year[188]. - Total revenues for the six months ended June 30, 2023, increased by $92.1 million, or 31.8%, compared to the same period in 2022[253]. - Net income for the six months ended June 30, 2023, increased by $30.7 million, or 34.2%, compared to the same period in 2022[253]. - Funds From Operations (FFO) for the six months ended June 30, 2023, was $226.6 million, compared to $170.4 million in the same period of 2022[273]. - Cash Net Operating Income for the six months ended June 30, 2023, was $261.3 million, compared to $194.2 million in the same period of 2022[277]. - Total Portfolio rental income increased by $45.1 million, or 30.3%, during the same period[240]. Leasing Activity - Executed a total of 251 new and renewal leases with a combined 3.9 million rentable square feet, with leasing spreads of 87.4% on a GAAP basis and 66.3% on a cash basis[188]. - The retention rate for renewed leases during the six months ended June 30, 2023, was 76.9%, influenced by low vacancy and high demand in key markets[225]. - The average effective rent per square foot for new leases in Q2 2023 was $21.67, with a GAAP leasing spread of 83.8%[219]. - The weighted average term for new and renewal leases was 5.0 and 4.2 years, respectively, with expectations for similar terms in the future[225]. Property Acquisitions and Developments - Completed five acquisitions representing seven properties with 1.8 million rentable square feet for an aggregate purchase price of $762.2 million in the first quarter of 2023[192]. - Completed the acquisition of three properties with 0.2 million rentable square feet for an aggregate purchase price of $83.3 million in the second quarter of 2023[192]. - The Company’s growth strategy includes acquiring properties with value-add opportunities, with transaction values ranging from approximately $10 million for single properties to portfolios potentially valued in the billions[202]. - The company completed 11 acquisitions representing 13 properties with a combined 2.9 million rentable square feet for an aggregate purchase price of $1.1 billion year to date[317]. - The company has approximately $50.0 million of acquisitions under contract or accepted offer as of the filing date[317]. Property Management and Operations - Total portfolio occupancy at June 30, 2023 was 94.0%[188]. - As of June 30, 2023, the consolidated portfolio occupancy rate was approximately 94.0%, while the stabilized portfolio occupancy rate was approximately 97.3%[215]. - The Same Property Portfolio occupancy was approximately 98.1% as of June 30, 2023, compared to 98.6% in the same period of 2022[235]. - The company anticipates positive renewal rates and leasing spreads for the remainder of 2023 due to healthy market dynamics[227]. - The overall financial results will be impacted by the ability to pass-through property expenses to tenants[229]. Financial Position and Debt Management - As of June 30, 2023, total outstanding debt amounted to $2.2 billion, with $9.4 million due within 12 months[289]. - The company maintained compliance with all quarterly debt covenants as of June 30, 2023[332]. - The average effective interest rate on total consolidated debt was 3.615% as of June 30, 2023[327]. - Total unsecured debt comprised 95% of the total consolidated debt, amounting to $2.125 billion, while secured debt accounted for 5%, totaling $120.972 million[327]. - The company’s credit ratings as of June 30, 2023, were Baa2 (Stable outlook) from Moody's and BBB+ (Stable outlook) from both S&P and Fitch[309]. Cash Flow and Liquidity - Cash provided by operating activities of $202.7 million for the six months ended June 30, 2023, an increase of $39.8 million compared to $162.9 million for the same period in 2022[333]. - Cash used in investing activities decreased to $895.7 million for the six months ended June 30, 2023, down by $154.5 million from $1.05 billion in 2022, primarily due to a reduction in cash paid for property acquisitions[334]. - Cash provided by financing activities decreased to $792.5 million for the six months ended June 30, 2023, a decline of $85.1 million compared to $877.6 million in 2022, attributed to lower cash proceeds from borrowings and higher dividends paid[335]. - The company anticipates generating positive cash flows from operations based on its current portfolio mix and business strategy[290]. Market Conditions and Future Outlook - The infill Southern California industrial real estate sector continues to exhibit strong long-term fundamentals, operating at approximately 98% occupancy[194]. - The company anticipates that general market conditions will remain healthy through the remainder of 2023, supporting future revenue growth from increased occupancy and rental rates[217]. - The company expects to complete repositioning and redevelopment projects between Q3 2023 and Q4 2024, which are anticipated to positively impact leasing activity and revenue generation[221]. Repositioning and Redevelopment - As of June 30, 2023, 20 properties were under repositioning or redevelopment, with an estimated 6.0 million rentable square feet of additional projects planned over the next four years[208]. - The Company plans to fully or partially demolish existing buildings for redevelopment, with current redevelopment properties totaling 1,713,960 rentable square feet[210]. - The company stabilized 374,564 rentable square feet in 2023, with all properties achieving 100% occupancy[211]. - Future repositioning projects include 248,134 rentable square feet, with completion expected between Q3 2023 and Q1 2024[209]. - The company estimates that approximately $423.2 million of capital will be required over the next three years to complete the repositioning and redevelopment of 20 properties currently under construction[318].

Rexford Industrial Realty, Inc. (NYSE:REXR) Q2 2023 Earnings Conference Call July 20, 2023 1:00 PM ET Company Participants David Lanzer – General Counsel Michael Frankel – Co-Chief Executive Officer Howard Schwimmer – Co-Chief Executive Officer Laura Clark – Chief Financial Officer Conference Call Participants Camille Bonnel – Bank of America Blaine Heck – Wells Fargo John Kim – BMO Capital Markets Nate Crossett – BNP Paribas Mike Mueller – JPMorgan Vikram Malhotra – Mizuho Nick Thillman – Baird Vince Tibon ...

$21 million Acquisition Price 76,032 SF Size Highlights • Opportunity to drive cash flow growth through renewal of existing tenant or performing repositioning and re-leasing at market rents MARKET SIZE 206M SF VACANCY 1.6% San Diego County Catalina Island IE West Robust, Diverse Tenant Demand Highly Diversified and Stable Tenant Base Strong Tenant Credit REXFORD INDUSTRIAL INVESTOR PRESENTATION Market Fundamentals and Quality Demonstrate Superior, Entrepreneurial Rexford Execution and High-Quality Portfolio ...

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 March 31, 2023 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 othe ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________________________________________________________ .._______________________________________________________________________________________________ FORM 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 F ...

Rexford Industrial Realty, Inc. (NYSE:REXR) Q4 2022 Earnings Conference Call February 9, 2023 1:00 PM ET Company Participants Aric Chang – Senior Vice President of Investor Relations and Capital Markets Michael Frankel – Co-Chief Executive Officer Howard Schwimmer – Co-Chief Executive Officer Laura Clark – Chief Financial Officer Conference Call Participants Craig Mailman – Citigroup John Kim – BMO Capital Markets Nate Crossett – BNP Paribas Camille Bonnel – Bank of America Jason Belcher – Wells Fargo Dave ...