Every material Form 8-K Rexford Industrial Realty filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Rexford Industrial reported third quarter 2026 net income attributable to common stockholders of $14.6 million, or $0.07 per diluted share, versus $87.1 million, or $0.37, a year earlier, including $71.8 million of impairments. Company share of Core FFO was $0.60 per diluted share, flat year over year, and the company raised its 2026 Core FFO guidance to $2.41-$2.44 from $2.38-$2.43, while its 2026 net loss per share guidance widened to ($1.55)-($1.52) from ($1.32)-($1.27).
Q3 2026 net income attributable to common stockholders was $14.6 million, or $0.07 per diluted share, compared with $87.1 million, or $0.37, in Q3 2025.
Company share of Core FFO was $0.60 per diluted share, consistent with the prior year quarter.
2026 Core FFO guidance raised to $2.41-$2.44 per diluted share from $2.38-$2.43; net loss per share guidance widened to ($1.55)-($1.52).
Same Property Portfolio ending occupancy was 96.9% at September 30, 2026, up 200 basis points from June 30, 2026; the company repurchased 10.9 million shares for $408.7 million in the quarter.
Rexford Industrial completed the $1.2 billion sale of a 22-property industrial portfolio to an affiliate of EQT Real Estate on September 16, 2026. The company said the deal is part of a $2.0 billion non-core disposition program and that it reaffirmed its 2026 guidance, which does not show a change in direction for headline results.
Portfolio of 22 industrial properties totaling 5.2 million rentable square feet sold for approximately $1.2 billion before credits, prorations and closing adjustments
Year-to-date dispositions total $1.5 billion, within the full-year 2026 disposition guidance range of $1.5 billion to $2.0 billion
Quarter to date, $485 million of debt repaid and $205 million of common stock repurchased; company reaffirmed 2026 guidance from its July 23, 2026 earnings release
Rexford Industrial Realty agreed on August 13, 2026 to sell a portfolio of 22 industrial properties to an affiliate of EQT Real Estate for about $1.2 billion in cash, subject to customary closing adjustments. The sale is part of a previously announced $2.0 billion disposition program of non-core assets, and the company reaffirmed its 2026 guidance. Shareholders will watch whether the closing occurs by the expected September 30, 2026 date and how the net proceeds are used.
22 industrial properties, aggregate purchase price of about $1.2 billion payable in cash at closing
Closing expected by September 30, 2026; not subject to a due diligence condition
Company says the deal brings 2026 dispositions closed or under contract to about $1.5 billion, within its $1.5 to $2.0 billion full-year guidance range
Net proceeds may fund repayment of debt maturing in 2027 and repurchases under the $1.0 billion share repurchase program
Rexford Industrial reported a second-quarter net loss attributable to common stockholders of $506.9 million, or $2.26 per diluted share, driven by $624.8 million of non-cash impairments tied to assets designated for disposition. Company share of Core FFO per diluted share rose 6.8% to $0.63, and the company raised its 2026 Core FFO per share guidance and its 2026 disposition guidance to $1.5 billion to $2.0 billion, while full-year net loss per share guidance moved to a loss of $1.32 to $1.27 from prior net income guidance of $1.22 to $1.27.
Net loss of $506.9 million ($2.26 per diluted share) versus net income of $113.4 million ($0.48) a year earlier; impairments were $624.8 million.
Core FFO per diluted share was $0.63, up 6.8% from $0.59; Company share of Core FFO was $141.4 million, up 1.2%.
2026 Core FFO per share guidance raised to $2.38 to $2.43 from $2.37 to $2.42; disposition guidance raised to $1.5 billion to $2.0 billion from $400 million to $500 million.
Same Property Portfolio NOI decreased 0.5%; comparable total new and renewal rents fell 2.8% on a net effective basis and 11.3% on a cash basis. The Board authorized a new $1.0 billion stock repurchase program after quarter end.
Rexford Industrial reported first-quarter 2026 net income of $87.9 million, or $0.38 per diluted share, up from $68.3 million, or $0.30, a year earlier. The gain was helped by $26.3 million of gains on property sales, while Company share of Core FFO per diluted share fell 1.6% to $0.61 and total portfolio NOI fell 4.2%. The company raised its full-year 2026 net income and Core FFO per share guidance.
Net income attributable to common stockholders was $87.9 million, or $0.38 per diluted share, versus $68.3 million, or $0.30, in Q1 2025; it included $26.3 million of gains on sale of real estate.
Company share of Core FFO per diluted share was $0.61, down 1.6%; total portfolio NOI was $185.4 million, down 4.2%.
2026 guidance: net income per diluted share raised to $1.22-$1.27 from $1.15-$1.20; Company share of Core FFO per diluted share raised to $2.37-$2.42 from $2.35-$2.40.
Laura Clark became Chief Executive Officer on April 1, 2026, and the Board authorized a new $500 million stock repurchase program after quarter end.
Rexford Industrial Realty appointed John Nahas as Chief Operating Officer effective April 1, 2026, alongside Laura Clark's previously announced move to Chief Executive Officer. The company also adopted an Executive Severance Plan and said it reaffirmed its 2026 general and administrative expense guidance of approximately $60 million.
Nahas, age 43, joined the company in January 2023 and has been Managing Director of Operations and Asset Management since July 2023.
The company reaffirmed its previously disclosed 2026 general and administrative expense guidance of approximately $60 million.
The press release says total aggregate executive compensation was significantly reduced by approximately 50% compared with prior levels.
The Executive Severance Plan is effective February 24, 2026; Co-CEOs Michael S. Frankel and Howard Schwimmer are excluded from it.
Rexford Industrial reported fourth-quarter and full-year 2025 results. Full-year net income attributable to common stockholders fell to $200.2 million, or $0.86 per diluted share, from $262.9 million, or $1.20 per diluted share, a year earlier, while Core FFO per diluted share rose 2.6% to $2.40. The company also guided 2026 Core FFO to $2.35 to $2.40 per diluted share and said Laura Clark will become chief executive on April 1, 2026.
Full-year 2025 net income attributable to common stockholders was $200.2 million, or $0.86 per diluted share, versus $262.9 million, or $1.20, in 2024
Full-year 2025 Core FFO was $2.40 per diluted share, up 2.6% from $2.34
Fourth-quarter net loss of $68.7 million included $89.1 million of impairments and $60.2 million of Co-CEO transition costs
2026 guidance: Core FFO of $2.35 to $2.40 per diluted share; Laura Clark to become CEO effective April 1, 2026
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