Research Feed
Most SoCal-Concentrated Industrial REIT at Peer-Worst Valuation During Adjacent Inflection Calls
REXR is the worst-performing industrial REIT in its peer group (flat 1Y vs FR +12%, PLD +19%, STAG +18%) despite being the highest-beta play on SoCal industrial recovery. Three adjacent signals converged on Feb 5, 2026: FR (First Industrial): Same-day earnings call specifically called Inland Empire