LOS ANGELES, Feb. 4, 2026 /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 financial and operating results for the fourth quarter and full year 2025. Full Year 2025 Financial and Operational Highlights (all comparisons to Full Year 2024) "We closed 2025 with solid performance and made ...

Core Viewpoint - Rexford Industrial Realty, Inc. has announced the 2025 tax treatment for its common and preferred stock dividend distributions, encouraging shareholders to consult their tax advisors for specific tax implications [1]. Common Stock Summary - The common stock distributions for 2025 include several payments, with the following key figures: - $0.417500 per share payable on January 15, 2025, for shareholders of record as of December 31, 2024, treated as a 2025 distribution for federal income tax purposes [2][3]. - Subsequent distributions of $0.430000 per share are payable on January 15, 2026, with approximately 66.28% ($0.285022) allocable to 2025 for tax purposes [4]. - Total distributions for the year amount to $2.137500 per share, with $1.992522 classified as ordinary dividends and $1.588406 as qualified dividends [2]. Series B Preferred Stock Summary - The Series B Preferred Stock distributions for 2025 include: - Payments of $0.367188 per share on four occasions throughout the year, with a total distribution of $1.468752 per share [5]. - Total ordinary dividends amount to $1.170864, with $0.297888 classified as unrecaptured Section 1250 gain [5]. Series C Preferred Stock Summary - The Series C Preferred Stock distributions for 2025 include: - Payments of $0.351563 per share on four occasions, totaling $1.406252 per share [6]. - Total ordinary dividends amount to $1.121040, with $0.285212 classified as unrecaptured Section 1250 gain [6]. Additional Notes - All capital gain distributions reported for 2025 relate to IRC Section 1231 gains, with zero amounts for "One Year Amounts" and "Three Year Amounts" as required by IRC Section 1061 [8]. - 100% of the capital gain distributions represent gains from dispositions of U.S. real property interests for foreign shareholders [9]. - Rexford Industrial operates in Southern California, a major industrial market, with a portfolio of 420 properties totaling approximately 50.9 million rentable square feet [10].

Core Insights - The article discusses the author's extensive experience in executive management, particularly in the insurance and reinsurance sectors, as well as knowledge of global markets, climate change, and ESG [1]. Group 1 - The author has 36 years of experience in executive management, focusing on insurance/reinsurance and global markets [1]. - The author's academic background includes an honours degree in economics and politics with a focus on economic development [1]. - The author invests in a personal capacity, indicating a hands-on approach to investment [1].

Core Insights - The article emphasizes the importance of identifying high-quality dividend-growing and undervalued investment opportunities to achieve strong total returns through cash dividends and capital gains [1] Group 1: Analyst Background - Scott Kaufman, known as Treading Softly, has over a decade of experience in the financial sector and serves as the lead analyst for Dividend Kings [1] - The focus of the analysis is on actionable insights that can lead to a bountiful harvest of cash dividends and strong capital gains [1] Group 2: Investment Philosophy - The investment strategy revolves around finding undervalued opportunities that can provide robust total returns through both dividends and capital appreciation [1]

Core Insights - The article emphasizes the importance of identifying high-quality dividend-growing and undervalued investment opportunities to achieve strong total returns through cash dividends and capital gains [1] Company Insights - Scott Kaufman, known as Treading Softly, has over a decade of experience in the financial sector and serves as the lead analyst for Dividend Kings, focusing on actionable investment insights [1]

Core Viewpoint - Rexford Industrial Realty, Inc. is set to release its fourth quarter 2025 financial results on February 4, 2026, with a conference call scheduled for February 5, 2026, at 1 p.m. ET [1]. Company Overview - Rexford Industrial is a real estate investment trust (REIT) focused on investing in and operating industrial properties in infill Southern California, which is recognized as the world's fourth largest industrial market with high demand and low supply [4]. - The company's portfolio consists of 420 properties, totaling approximately 50.9 million rentable square feet, occupied by a stable and diverse tenant base as of September 30, 2025 [4]. - Rexford Industrial is listed on the New York Stock Exchange under the ticker "REXR" and is a member of the S&P MidCap 400 Index [4].

Core Insights - The article emphasizes the importance of in-depth research on various income-generating investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] Group 1: Analyst Background - Leo Nelissen is identified as an analyst focusing on significant economic developments related to supply chains, infrastructure, and commodities [2] - He is a contributing author for iREIT®+HOYA Capital, aiming to provide insightful analysis and actionable investment ideas, particularly in dividend growth opportunities [2] Group 2: Analyst's Position - The analyst has disclosed a beneficial long position in shares of AM, UNP, RTX, and REXR through stock ownership, options, or other derivatives [3] - The article expresses the analyst's own opinions and indicates that no compensation is received for the article, aside from Seeking Alpha [3] Group 3: Disclosure Information - Seeking Alpha clarifies that past performance is not indicative of future results and does not provide recommendations or advice on investment suitability [4] - The views expressed may not reflect those of Seeking Alpha as a whole, and the analysts are third-party authors, including both professional and individual investors [4]

Core Insights - Investing in dividend stocks is advantageous as they historically provide higher total returns compared to non-dividend payers, particularly those that consistently grow dividends [1] Group 1: Dividend Growth and Performance - Realty Income has a strong track record, having increased its monthly dividend payment 133 times since its public listing in 1994, with a current yield of 5.7% and a 4.2% compound annual growth rate [4] - Mid-America Apartment Communities has extended its dividend growth streak to 16 years, with a current yield of 4.5% and a 7% compound annual growth rate over the last decade [8] - Rexford Industrial Realty has achieved a 15% compound annual dividend growth rate over the past five years, showcasing its strong performance in the REIT sector [7] Group 2: Financial Strength and Investment Opportunities - Realty Income maintains a conservative dividend payout ratio of around 75% of its adjusted funds from operations, allowing for cash retention to invest in new properties [5] - The company has identified $97 billion in potential investment opportunities, with a long-term growth runway supported by $14 trillion of suitable real estate for net leases across the U.S. and Europe [6]

Group 1 - The article discusses the importance of in-depth research on various investment vehicles including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, emphasizing the potential for income generation [1] - Leo Nelissen is highlighted as an analyst focusing on economic developments related to supply chains, infrastructure, and commodities, aiming to provide actionable investment ideas with a focus on dividend growth opportunities [1] Group 2 - The article includes a disclosure indicating that the author has a beneficial long position in specific stocks, which may influence the analysis presented [2] - It is noted that past performance is not indicative of future results, and no specific investment recommendations are made, emphasizing the independent nature of the analysis [3]

Core Insights - The article discusses the stability and high yields of real estate investment trusts (REITs) compared to growth stocks, highlighting their lower volatility and diverse investment opportunities in real estate sectors [1]. Group 1: Digital Realty Trust - Digital Realty Trust is a leader in the data center sector, serving over 5,000 customers across more than 300 data centers, facilitating web hosting, data storage, and cloud computing [5]. - The company has a market capitalization of $53 billion, with a current share price of $152.89 and a dividend yield of 3.19% [6]. - Despite a 14% decline in share value this year, Digital Realty Trust has reported double-digit revenue growth and rising margins, with a significant $18.2 billion in debt being managed through cash flow generation [7]. - The company closed the third quarter with an $852 million backlog and has consistently raised its forecasts for revenue and adjusted EBITDA for 2025 [8]. Group 2: Welltower - Welltower is a healthcare REIT that owns over 2,000 senior and wellness housing communities, having tripled its stock value over the past five years [9]. - The current market capitalization is $131 billion, with a share price of $190.47 and a dividend yield of 1.6% [10]. - Revenue surged by over 30% year-over-year in the third quarter, with operating income rising 59% to $293.1 million, driven by strong gains in residential fees and rental income [11]. Group 3: Rexford Industrial Realty - Rexford Industrial Realty focuses on industrial properties in Southern California, boasting high net profit margins around 30% and a 96.8% occupancy rate across its portfolio [12][13]. - The current market capitalization is $9.6 billion, with a share price of $41.13 and a dividend yield of 4.15% [13]. - The stock is currently about 10% below its 52-week high but has increased by approximately 7% year-to-date, indicating resilience in its key locations [14]. - Although it does not have a history of outperforming the S&P 500, Rexford offers a high yield and has reliable long-term tenants [15].