Industrial real estate in infill Southern California

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Rexford Industrial Realty, Inc. (REXR) Presents At BofA Securities 2025 Global Real Estate Conference (Transcript)
Seeking Alphaยท 2025-09-10 22:20
Company Overview - Rexford Industrial is the largest U.S. focused industrial REIT with a portfolio of 51 million square feet, emphasizing high-quality and functional industrial products in infill Southern California [3][4] - The company employs a differentiated value creation strategy supported by strong supply and demand fundamentals, disciplined capital allocation, a vertically integrated team, substantial embedded NOI growth, and a robust balance sheet [4] Market Focus - The focus on infill Southern California is based on compelling long-term market fundamentals, despite recent cyclical downturns [5] - Southern California is recognized as a top 12 economy globally and serves as the nation's largest gateway [5] Leadership and Strategy - The leadership team includes Co-CEOs Howard Schwimmer and Mike Frankel, along with CFO Mike Fitzmaurice, who are responsible for overseeing the company's operations and capital allocation priorities [2] - The company continuously reevaluates and adjusts its capital allocation strategy based on prevailing market conditions [4]