Why I Will Never Own Rental Properties Again, But I Keep Buying REITs

Rental properties are far less passive than gurus suggest. One bad tenant can quickly ruin the math. Public REITs offer similar benefits with far less effort.

Seeking Alpha • Jun 6, 2026

A Major Catalyst Is Emerging For REITs

Tech stocks are now facing the risk of AI disruption. REITs are benefiting from the AI Immunity Trade. Hard assets may become more valuable as AI advances.

Seeking Alpha • Jun 4, 2026

Rexford Industrial Realty, Inc. (REXR) Presents at Nareit REITweek: 2026 Investor Conference Transcript

Rexford Industrial Realty, Inc. (REXR) Presents at Nareit REITweek: 2026 Investor Conference Transcript

Seeking Alpha • Jun 4, 2026

Anti-AI Investing: The HALO Moat

I focus on HALO investing: Heavy Assets, Low Obsolescence - owning irreplaceable physical assets with durable moats against technological disruption. Top recommendations include American Tower, Brookfield Infrastructure, Prologis, Rexford Industrial, Lineage, Americold, VICI Properties, and Lamar Advertising. AMT, COLD, and VICI currently offer attractive entry points based on discounted multiples, robust dividend yields, and resilient, monopoly-like asset bases.

Seeking Alpha • May 31, 2026

Rexford Industrial Realty: Sometimes, The Price Is Right

Rexford Industrial Realty is downgraded to hold due to persistent softness in leasing spreads, occupancy, and net absorption in infill markets. REXR's current valuation offers no margin of safety, with shares trading at an 8.74% discount to invested capital, closely matching the justified discount. Management has shifted to a defensive posture, prioritizing occupancy, asset dispositions, and share repurchases over acquisitions amid a negative investment spread.

Seeking Alpha • May 30, 2026

Rexford Industrial Releases Environmental, Social and Governance Impact Report

LOS ANGELES, May 28, 2026 /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 published its 2025 Environmental, Social and Governance Impact (ESGi) Report. "Our ESGi Report reflects continued progress integrating sustainability across our strategy and operations — from reducing emissions to strengthening our commitment to our team and communities," said Laura Clark, Chief Executive Officer.

PRNewsWire • May 28, 2026

Rexford Industrial Realty, Inc. (REXR) Shareholder/Analyst Call Prepared Remarks Transcript

Rexford Industrial Realty, Inc. (REXR) Shareholder/Analyst Call Prepared Remarks Transcript

Seeking Alpha • May 19, 2026

Rexford Industrial to Present at Nareit's REITweek: 2026 Investor Conference

LOS ANGELES, May 19, 2026 /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 present at Nareit's REITweek: 2026 Investor Conference on June 3, 2026 at 2:45 p.m. ET. A live webcast and replay of the presentation will be available at ir.rexfordindustrial.com.

PRNewsWire • May 19, 2026

REITs Are Winning Again: Here's Why

REITs underperformed in recent years. But they are beating the market so far into 2026. We expect this trend to continue. Here's why.

Seeking Alpha • May 19, 2026

Losers Of REIT Earnings Season

Not Every REIT Joined The Rally: Part 2 focuses on laggards and in-line performers - sectors where recovery timelines slipped, results underwhelmed, or elevated rates exposed lingering balance sheet issues. Weakness centered on Farmland, Commercial Mortgage, Lab Space, and Self-Storage REITs, where delayed troughs, credit provisions, book-value pressure, weak rents, and refinancing constraints persisted. Mortgage Stress Hasn't Fully Cleared: Commercial mortgage REITs still faced multifamily bridge-loan and office credit stress, while residential mortgage REITs saw book values pressured by rate volatility and uneven dividend-coverage.

Seeking Alpha • May 14, 2026