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Guidance history, every release

Rexford Industrial Realty (REXR) · 8 releases, Oct 16, 2024 to Jul 23, 2026 · rows are metrics, columns are releases

Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing

Metric	Oct 16, 2024 FY24 Q3	Feb 5, 2025 FY24 Q4	Apr 16, 2025 FY25 Q1	Jul 16, 2025 FY25 Q2	Oct 15, 2025 FY25 Q3	Feb 4, 2026 FY25 Q4	Apr 21, 2026 FY26 Q1	Jul 23, 2026 FY26 Q2
For FY2028
New stock repurchase program authorization	—	—	—	—	—	—	New“$500 million”	Raised“$1.0 billion”
For FY2027
Common stock repurchase program authorization	—	—	New“$300 million”	—	—	—	—	—
For FY2026
Net Income Attributable to Common Stockholders per diluted share	—	—	—	—	—	—	New“$1.22 - $1.27”	—
Net Income Attributable to Common Stockholders per diluted share	—	—	—	—	—	New“$1.15” – “$1.20”	Reiterated“$1.15 - $1.20”	—
Average Same Property Portfolio Occupancy (Full Year)	—	—	—	—	—	—	—	New“95.3% - 95.7%”
Average Same Property Portfolio Occupancy (Full Year)	—	—	—	—	—	—	New“95.1% - 95.6%”	Reiterated“95.1% - 95.6%”
Average Same Property Portfolio Occupancy (Full Year)	—	—	—	—	—	New“94.8%” – “95.3%”	Reiterated“94.8% - 95.3%”	—
Common Stock Dividend per Share	—	—	—	—	—	—	New“$0.435 per share”	—
Company share of Core FFO per diluted share	—	—	—	—	—	—	—	New“$2.38 - $2.43”
Company share of Core FFO per diluted share	—	—	—	—	—	—	New“$2.37 - $2.42”	Reiterated“$2.37 - $2.42”
Company share of Core FFO per diluted share	—	—	—	—	—	New“$2.35” – “$2.40”	Reiterated“$2.35 - $2.40”	—
Disposition	—	—	—	—	—	—	—	New“$1.5 to $2.0 billion”
Dispositions	—	—	—	—	—	—	—	New“$1.5B - $2.0B”
Dispositions	—	—	—	—	—	—	New“$400M - $500M”	Reiterated“$400M - $500M”
Dispositions	—	—	—	—	—	New“$400M” – “$500M”	—	—
Dividend	—	—	—	—	—	—	—	New“$0.435 per share”
Dividend	—	—	—	—	—	—	New“$0.435 per share”	—
Dividend	—	—	—	—	—	New“$0.435 per share”	—	—
Dividend per share of common stock	—	—	—	—	—	—	—	New“$0.435 per share”
General and Administrative Expenses	—	—	—	—	—	—	—	New“+/-$57M”
General and Administrative Expenses	—	—	—	—	—	—	New“+/-$60M”	Reiterated“+/-$60M”
General and Administrative Expenses	—	—	—	—	—	New“+/-$60M”	—	—
Interest Expense	—	—	—	—	—	—	—	New“+/-$105M”
Interest Expense	—	—	—	—	—	—	New“+/-$112M”	Reiterated“+/-$112M”
Interest Expense	—	—	—	—	—	New“+/- $112M”	—	—
Net (Loss) Income Attributable to Common Stockholders per diluted share	—	—	—	—	—	—	—	New“($1.32) - ($1.27)”
Net (Loss) Income Attributable to Common Stockholders per diluted share	—	—	—	—	—	—	—	New“$1.22 - $1.27”
Planned disposition of identified non-core assets	—	—	—	—	—	—	—	New“approximately $2 billion”
Quarterly common stock dividend	—	—	—	—	—	New“$0.435 per share, an increase of 1.2%”	—	—
Quarterly dividend per share of Series B Cumulative Redeemable Preferred Stock	—	—	—	—	—	—	—	New“$0.367188 per share”
Quarterly dividend per share of Series C Cumulative Redeemable Preferred Stock	—	—	—	—	—	—	—	New“$0.351563 per share”
Repositioning/Development Annualized Stabilized Cash NOI	—	—	—	—	—	—	—	New“$16M - $18M”
Repositioning/Development Annualized Stabilized Cash NOI	—	—	—	—	—	—	New“$16M - $18M”	Reiterated“$16M - $18M”
Repositioning/Development Annualized Stabilized Cash NOI	—	—	—	—	—	New“$19M” – “$21M”	Reiterated“$19M - $21M”	—
Repositioning/Development Starts (SF)	—	—	—	—	—	—	—	New“1.2M”
Repositioning/Development Starts (SF)	—	—	—	—	—	—	New“1.2M”	Reiterated“1.2M”
Repositioning/Development Starts (SF)	—	—	—	—	—	—	New“1.1M”	—
Repositioning/Development Starts (SF) - High	—	—	—	—	—	New“1.1M”	—	—
Repositioning/Development Starts (Total Estimated Project Costs)	—	—	—	—	—	—	—	New“$160M - $170M”
Repositioning/Development Starts (Total Estimated Project Costs)	—	—	—	—	—	—	New“$160M - $170M”	Reiterated“$160M - $170M”
Repositioning/Development Starts (Total Estimated Project Costs)	—	—	—	—	—	New“$130M” – “$140M”	Raised“$140M - $150M”	—
Same Property Portfolio NOI Growth - Cash	—	—	—	—	—	—	—	New“(0.75)% - 0.25%”
Same Property Portfolio NOI Growth - Cash	—	—	—	—	—	—	New“(1.5)% - (0.5)%”	Reiterated“(1.5)% - (0.5)%”
Same Property Portfolio NOI Growth - Cash	—	—	—	—	—	New“(1.0)%” – “(2.0)%”	—	—
Same Property Portfolio NOI Growth - Net Effective	—	—	—	—	—	—	—	New“(1.25)% - (0.25)%”
Same Property Portfolio NOI Growth - Net Effective	—	—	—	—	—	—	New“(2.0)% - (1.0)%”	Reiterated“(2.0)% - (1.0)%”
Same Property Portfolio NOI Growth - Net Effective	—	—	—	—	—	New“(1.5)%” – “(2.5)%”	Reiterated“(2.5)% - (1.5)%”	—
Series B Cumulative Redeemable Preferred Stock quarterly dividend	—	—	—	—	—	New“$0.367188 per share”	—	—
Series B Cumulative Redeemable Preferred Stock Quarterly Dividend per Share	—	—	—	—	—	—	New“$0.367188 per share”	—
Series C Cumulative Redeemable Preferred Stock quarterly dividend	—	—	—	—	—	New“$0.351563 per share”	—	—
Series C Cumulative Redeemable Preferred Stock Quarterly Dividend per Share	—	—	—	—	—	—	New“$0.351563 per share”	—
For FY2025
Net Income Attributable to Common Stockholders per diluted share	—	—	—	—	New“$1.44 - $1.46”	—	—	—
Net Income Attributable to Common Stockholders per diluted share	—	—	—	New“$1.38 - $1.42”	Reiterated“$1.38 - $1.42”	—	—	—
Net Income Attributable to Common Stockholders per diluted share	—	—	New“$1.31 - $1.35”	Reiterated“$1.31 - $1.35”	—	—	—	—
Net Income Attributable to Common Stockholders per diluted share	—	New“$1.21 - $1.25”	—	—	—	—	—	—
Average Same Property Portfolio Occupancy (Full Year)	—	—	—	—	New“+/- 96.0%”	—	—	—
Average Same Property Portfolio Occupancy (Full Year)	—	—	—	New“95.5% - 96.0%”	Reiterated“95.5% - 96.0%”	—	—	—
Average Same Property Portfolio Occupancy (Full Year)	—	—	New“95.5% - 96.0%”	Reiterated“95.5% - 96.0%”	—	—	—	—
Average Same Property Portfolio Occupancy (Full Year)	—	New“95.5% - 96.0%”	—	—	—	—	—	—
Company share of Core FFO per diluted share	—	—	—	—	New“$2.39 - $2.41”	—	—	—
Company share of Core FFO per diluted share	—	—	—	New“$2.37 - $2.41”	Reiterated“$2.37 - $2.41”	—	—	—
Company share of Core FFO per diluted share	—	—	New“$2.37 - $2.41”	Reiterated“$2.37 - $2.41”	—	—	—	—
Company share of Core FFO per diluted share	—	New“$2.37 - $2.41”	—	—	—	—	—	—
Core FFO per diluted share	—	—	—	—	New“$2.39-$2.41”	—	—	—
Dividend	—	—	—	—	New“$0.43 per share”	—	—	—
Dividend	—	—	—	New“$0.43 per share”	—	—	—	—
Dividend	—	—	New“$0.43 per share”	—	—	—	—	—
Dividend	—	New“$0.43 per share”	—	—	—	—	—	—
Dividend per share (common stock)	—	—	—	New“$0.43 per share”	—	—	—	—
Dividend per share (common stock)	—	—	New“$0.43 per share”	—	—	—	—	—
Dividend per share, common stock	—	—	—	—	New“$0.43 per share”	—	—	—
Dividend per share, Series B Cumulative Redeemable Preferred Stock	—	—	—	New“$0.367188 per share”	—	—	—	—
Dividend per share, Series C Cumulative Redeemable Preferred Stock	—	—	—	New“$0.351563 per share”	—	—	—	—
Estimated non-cash equity compensation expense (included in G&A)	—	—	—	New“$37.3 million”	—	—	—	—
General and Administrative Expenses	—	—	—	—	New“+/- $82M”	—	—	—
General and Administrative Expenses	—	—	—	New“+/- $82M”	Reiterated“+/- $82M”	—	—	—
General and Administrative Expenses	—	—	New“+/- $82.0M”	Reiterated“+/- $82M”	—	—	—	—
General and Administrative Expenses	—	New“+/- $82.0M”	—	—	—	—	—	—
Net Interest Expense	—	—	—	—	New“+/- $105M”	—	—	—
Net Interest Expense	—	—	—	New“+/- $107M”	Reiterated“+/- $107M”	—	—	—
Net Interest Expense	—	—	New“+/- $109.5M”	Reiterated“+/- $109.5M”	—	—	—	—
Net Interest Expense	—	New“$110.5M - $111.5M”	—	—	—	—	—	—
Quarterly common stock dividend	—	New“$0.43 per share”	—	—	—	—	—	—
Quarterly dividend of Series B Cumulative Redeemable Preferred Stock	—	New“$0.367188 per share”	—	—	—	—	—	—
Quarterly dividend of Series C Cumulative Redeemable Preferred Stock	—	New“$0.351563 per share”	—	—	—	—	—	—
Quarterly dividend per share, Series B Cumulative Redeemable Preferred Stock	—	—	—	—	New“$0.367188 per share”	—	—	—
Quarterly dividend per share, Series C Cumulative Redeemable Preferred Stock	—	—	—	—	New“$0.351563 per share”	—	—	—
Quarterly dividend, Series B Cumulative Redeemable Preferred Stock	—	—	New“$0.367188 per share”	—	—	—	—	—
Quarterly dividend, Series C Cumulative Redeemable Preferred Stock	—	—	New“$0.351563 per share”	—	—	—	—	—
Same Property Portfolio NOI Growth — Cash	—	—	—	—	New“3.75% - 4.25%”	—	—	—
Same Property Portfolio NOI Growth — Cash	—	—	—	New“2.25% - 2.75%”	Reiterated“2.25% - 2.75%”	—	—	—
Same Property Portfolio NOI Growth — Cash	—	—	New“2.25% - 2.75%”	Reiterated“2.25% - 2.75%”	—	—	—	—
Same Property Portfolio NOI Growth — Cash	—	New“2.25% - 2.75%”	—	—	—	—	—	—
Same Property Portfolio NOI Growth — Net Effective	—	—	—	—	New“0.75% - 1.25%”	—	—	—
Same Property Portfolio NOI Growth — Net Effective	—	—	—	New“0.75% - 1.25%”	Reiterated“0.75% - 1.25%”	—	—	—
Same Property Portfolio NOI Growth — Net Effective	—	—	New“0.75% - 1.25%”	Reiterated“0.75% - 1.25%”	—	—	—	—
Same Property Portfolio NOI Growth — Net Effective	—	New“0.75% - 1.25%”	—	—	—	—	—	—
For FY2024
Net Income Attributable to Common Stockholders per diluted share	New“$1.20 - $1.22”	—	—	—	—	—	—	—
Net Income Attributable to Common Stockholders per diluted share	New“$1.19 - $1.21”	—	—	—	—	—	—	—
Average Same Property Portfolio Occupancy (Full Year)	New“96.5% - 96.75%”	—	—	—	—	—	—	—
Average Same Property Portfolio Occupancy (Full Year)	New“96.5% - 97.0%”	—	—	—	—	—	—	—
Company share of Core FFO per diluted share	New“$2.33 - $2.35”	—	—	—	—	—	—	—
Company share of Core FFO per diluted share	New“$2.32 - $2.34”	—	—	—	—	—	—	—
Dividend	New“$0.4175 per share”	—	—	—	—	—	—	—
Dividend per share (common stock)	New“$0.4175”	—	—	—	—	—	—	—
Estimated non-cash equity compensation expense included in G&A	New“$38.8 million”	—	—	—	—	—	—	—
General and Administrative Expenses	New“+/- $83.0M”	—	—	—	—	—	—	—
General and Administrative Expenses	New“+/- $83.0M”	—	—	—	—	—	—	—
Net Interest Expense	New“+/- $99.0M”	—	—	—	—	—	—	—
Net Interest Expense	New“+/- $99.0M”	—	—	—	—	—	—	—
Same Property Portfolio NOI Growth - Cash	New“7.0% - 7.5%”	—	—	—	—	—	—	—
Same Property Portfolio NOI Growth - Cash	New“7.0% - 8.0%”	—	—	—	—	—	—	—
Same Property Portfolio NOI Growth - GAAP	New“4.25% - 4.75%”	—	—	—	—	—	—	—
Same Property Portfolio NOI Growth - GAAP	New“4.25% - 5.25%”	—	—	—	—	—	—	—
Series B Cumulative Redeemable Preferred Stock quarterly dividend per share	New“$0.367188”	—	—	—	—	—	—	—
Series C Cumulative Redeemable Preferred Stock quarterly dividend per share	New“$0.351563”	—	—	—	—	—	—	—
No period stated
Net Income Attributable to Common Stockholders per diluted share	—	—	New“$1.21 - $1.25”	—	—	—	—	—
Additional dispositions under contract or accepted offer	—	—	—	—	—	New“$230 million”	—	—
Dispositions Under Contract or Accepted Offer	—	—	—	—	—	—	New“approximately $170 million”	—
Near-term acquisition pipeline	New“approximately $200 million”	—	—	—	—	—	—	—
Net Interest Expense	—	—	New“$110.5M - $111.5M”	—	—	—	—	—
New stock repurchase program authorization	—	—	—	—	—	New“$500 million”	—	—
Quarterly dividend of Series B Cumulative Redeemable Preferred Stock	New“$0.367188 per share”	—	Reiterated“$0.367188 per share”	Reiterated“$0.367188 per share”	Reiterated“$0.367188 per share”	Reiterated“$0.367188 per share”	Reiterated“$0.367188 per share”	Reiterated“$0.367188 per share”
Quarterly dividend of Series C Cumulative Redeemable Preferred Stock	New“$0.351563 per share”	—	Reiterated“$0.351563 per share”	Reiterated“$0.351563 per share”	Reiterated“$0.351563 per share”	Reiterated“$0.351563 per share”	Reiterated“$0.351563 per share”	Reiterated“$0.351563 per share”
Repurchase of common stock	—	New“up to $300 million”	—	—	—	—	—	—
Share repurchase program authorized	—	New“$300 million”	—	—	—	—	—	—
Stock repurchase program authorization	—	—	—	—	New“$500.0 million”	—	—	—

Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.