LOS ANGELES, June 17, 2025 /PRNewswire/ -- Rexford Industrial Realty, Inc. (the "Company" or "Rexford Industrial") (NYSE: REXR), a real estate investment trust focused on creating value by investing in and operating industrial properties throughout infill Southern California, today announced that the Company will release second quarter 2025 financial results after the market closes on Wednesday, July 16, 2025. A conference call with senior management will be held on Thursday, July 17, 2025 at 1 p.m. EDT.To ...

Core Viewpoint - The current market environment is characterized by volatility due to geopolitical tensions, trade disputes, and persistent inflation, making investment decisions challenging. However, certain stocks are highlighted as strong investment opportunities due to their financial strength, growth potential, and reasonable valuations [1][2]. Company Summaries Alphabet - Alphabet is a leading technology company with diverse operations including Google search, YouTube, and cloud computing [4]. - The company reported over $90 billion in revenue and nearly $35 billion in profit in the first quarter, with a revenue growth of 12% and a net income increase of 46% [5]. - Alphabet is heavily investing in artificial intelligence, launching its AI model Gemini 2.5, and enhancing its Google search capabilities with AI features [6]. - The company has increased its dividend by 5% and authorized a $70 billion share repurchase, indicating strong cash flow management [6]. - Alphabet's forward price-to-earnings ratio is around 18.5, which is lower than the S&P 500's 22.5 and the Nasdaq-100's 28, presenting a compelling growth and value proposition [7]. Brookfield Infrastructure - Brookfield Infrastructure is a global leader in infrastructure with an expected growth in funds from operations (FFO) of over 10% per share this year, driven by inflation-linked rate increases and expansion projects [8]. - The company anticipates generating at least $3.43 per share in FFO this year, trading at around 12 times its FFO with a stock price below $41.50 [9]. - Brookfield offers a dividend yield of over 4%, more than double that of the S&P 500, making it an attractive investment for income-focused investors [10]. Prologis - Prologis is a leading industrial real estate investment trust (REIT) with a strong track record of delivering above-average growth, achieving a 12% compound annual growth rate in core FFO over the past five years [11]. - The company reported a 10.9% growth in core FFO per share during the quarter, supported by strong leasing demand and strategic investments in data centers [12]. - Prologis expects industry headwinds to diminish, with limited new supply and high construction costs driving rent growth [13]. - The REIT maintains a strong balance sheet, allowing it to pursue new investment opportunities, and its shares are nearly 20% below their 52-week high, with a dividend yield of 3.8% [14].

Core Insights - Dividend-paying stocks are attractive investments for generating passive income and have historically provided strong total returns through earnings growth and shareholder payouts [1] Group 1: Brookfield Infrastructure - Brookfield Infrastructure's shares have declined nearly 10% from their 52-week high, resulting in a dividend yield of 4.2% [4] - The company has a strong dividend payment history, increasing its dividends for 16 consecutive years at a 9% compound annual rate [5] - Future dividend growth is targeted at 5% to 9% annually, supported by organic growth drivers and recent acquisitions, including a $500 million investment in Colonial Enterprises [6][7] Group 2: PepsiCo - PepsiCo's stock has dropped over 25% from its 52-week high, leading to a dividend yield of 4.4% [8] - The company recently raised its dividend by 5%, marking 53 consecutive years of dividend increases, qualifying it as a Dividend King [8] - Despite current headwinds affecting growth, PepsiCo is investing in healthier food options, which is expected to reignite earnings growth and support future dividend increases [10] Group 3: Prologis - Prologis shares have fallen more than 15% this year, resulting in a dividend yield of 3.7% [11] - The company reported an 11% increase in core FFO per share in the first quarter, driven by new leases at higher rates [12] - Long-term demand for warehouse space remains strong, with Prologis planning to build data centers to meet growing digitalization needs, supporting future dividend growth [13][14] Group 4: Investment Potential - Brookfield Infrastructure, PepsiCo, and Prologis offer dividend yields significantly higher than the S&P 500 average, along with strong earnings growth potential, making them attractive investment opportunities [15]

LXP Industrial Trust (LXP) 2025 Conference June 04, 2025 02:00 PM ET Speaker0 Alright. Good afternoon, everybody. My name is John Peterson. I lead our real estate research team at Jefferies. Really happy to have the LXP team here with us today for their formal company presentation. To my right is Will Eglin, CEO, and to his right is James Dudley, EVP and Director of Asset Management for LXP. So why don't we jump in? Will, maybe if you could just give us a brief intro into LXP and talk about how your portfol ...

Prologis, Inc. (NYSE:PLD) Nareit REITweek: 2025 Investor Conference Call June 4, 2025 10:15 AM ET Company Participants Daniel Stephen Letter - President & Director Timothy D. Arndt - Chief Financial Officer Conference Call Participants Michael Goldsmith - UBS Investment Bank, Research Division Michael Goldsmith Well, thank you, and good day, everyone. Welcome to the Prologis fireside chat. I'm Michael Goldsmith, the U.S. REIT analyst at UBS. I am pleased to introduce Dan Letter, President and CEO of Parent; ...

First Industrial Realty Trust (FR) 2025 Conference June 03, 2025 02:30 PM ET Speaker0 Thank you, everyone, for joining the First Industrial NAREIT session. My name is Ki Bin Kim, Senior REIT Equity Analyst and Managing Director at Truist. It is my pleasure to introduce the First Industrial management team, starting with my left, Peter Baszliki, CEO and Art Harman, Head of Investor Relations. And to my right, we have Scott Musil, Chief Financial Officer. We'll start off the session with some opening remarks ...

Financial Data and Key Metrics Changes - The company has grown from under $500 million in total assets at the time of the IPO to mid billions of dollars today [2] - The total square footage has increased from 5.5 million square feet to approximately 50 million square feet [2] Business Line Data and Key Metrics Changes - No specific data on individual business lines was provided in the meeting Market Data and Key Metrics Changes - No specific market data or key metrics were discussed during the meeting Company Strategy and Development Direction and Industry Competition - The company continues to focus on growth and expansion, as indicated by the significant increase in total assets and square footage [2] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during the meeting Other Important Information - The meeting was conducted virtually, and stockholders were able to submit questions, although no questions were received [13][14] - The company ratified the appointment of KPMG as the independent registered public accounting firm for the fiscal year ending December 31, 2025 [12] - The advisory resolution to approve the company's executive compensation for the fiscal year ended December 31, 2024, was also approved [12] Q&A Session Summary Question: Were there any questions submitted during the meeting? - No questions were submitted during the meeting [13][14]

Core Insights - FIBRA Prologis has announced a recast of its unsecured sustainable credit facility, increasing its capacity and improving terms [1][2] - The company has also secured a new term loan to enhance its debt maturity profile [3][4] Credit Facility Details - The recast credit line has increased from US$400 million to US$500 million, with an accordion feature allowing expansion up to US$1 billion, subject to lender approval [2] - The facility has an initial maturity of May 29, 2028, with two optional one-year extensions, and pricing is currently set at 125 basis points over the applicable benchmark rate [2] - Additional terms include KPI-based pricing adjustments of ±2 basis points and an unused commitment fee of 25 basis points, representing a 5 basis point improvement over the previous facility [2] Term Loan Information - The company secured a US$300 million term loan with a one-year term extendable for up to two additional years, carrying the same 125 basis point spread [3] - This term loan will be used to refinance existing short-term debt, thereby enhancing the company's maturity profile [3] Company Overview - As of March 31, 2025, FIBRA Prologis's portfolio includes 507 investment properties totaling 87.0 million square feet (8.1 million square meters) [4] - The portfolio consists of 345 logistics and manufacturing facilities across six industrial core markets in Mexico, comprising 65.5 million square feet (6.1 million square meters) of Gross Leasing Area (GLA) [4] - Additionally, the company holds 162 buildings with 21.5 million square feet (1.9 million square meters) of non-strategic assets in other markets [4]

Core Viewpoint - Rexford Industrial Realty, Inc. is focused on creating value through investments in industrial properties in Southern California, highlighting strong operational and transaction activity in the second quarter of 2025 [1]. Operating Activity (Second Quarter to Date) - The company executed 1.2 million square feet of new and renewal leases, with an average unit size of 17,000 square feet, including approximately 652,000 square feet of renewal leases and 571,000 square feet of new leases [6]. - Comparable rental rates on new and renewal leases increased by 17% on a net effective basis and by 4% on a cash basis compared to prior rents [6]. - Embedded annual rental rate increases averaged 3.7% for leases executed in the quarter to date [6]. Transaction Activity - The company leased a 191,000-square-foot repositioning project in the Los Angeles – San Gabriel Valley submarket, with a total investment of $31 million, projected to generate a 9.2% unlevered stabilized cash yield [6]. - In May, the company disposed of a property in the San Diego – North County submarket for $31 million, achieving $289 per square foot, with the transaction generating an 11.9% unlevered IRR [6]. - The company has $32 million of dispositions under contract or accepted offer, although there is no guarantee these transactions will close [6].

Core Viewpoint - Plymouth Industrial REIT, Inc. has successfully acquired a 100,420-square-foot warehouse facility in Atlanta for $11.7 million, with an initial net operating income yield of 6.95% [1][2]. Acquisition Details - The newly acquired property is fully leased until May 2030 to a leading consumer self-care products provider, featuring a triple net lease with 3.0% annual rent escalations [2]. - The facility, built in 2014, includes modern features such as tilt-wall construction, 30-foot clear heights, and full climate control, which are essential for the tenant's operations [3]. Portfolio Expansion - This acquisition enhances the Company's existing portfolio in Peachtree City, bringing its total footprint in the Atlanta market to 15 buildings, totaling approximately 2.5 million square feet [3]. Strategic Insights - The CEO of Plymouth Industrial REIT emphasized the focus on identifying accretive opportunities in core markets, targeting well-located industrial assets at discounts to replacement costs, which are expected to yield attractive risk-adjusted returns [4].