couter

REXR-PCRexford Industrial Realty, Inc.

Real EstateIndustrial REITs

The Read

1% post-May 2026 FOMC as Treasury yields stabilized, boosting its fixed dividend appeal.
Oct 19, 2026 — Q3 2026 Earnings Release
Chart by TradingView

The schedule

  • Mon19Oct

    Third-quarter financial results detailing net operating income, occupancy rates, and fixed-charge coverage.

  • Wed16Dec

    Year-end Federal Reserve meeting outlining rate projections for 2027.

  • Mon8Feb

    Full-year 2026 financial results alongside the 2027 capitalization and debt refinancing forecast.

  • Mon19Apr

    First-quarter earnings print assessing the spring leasing environment and tenant health.

  • Mon19Jul

    Second-quarter earnings evaluating mid-year portfolio performance and credit resilience.

Past

  • Wed16Sep

    Federal Reserve monetary policy update determining the near-term trajectory of the yield curve.

  • Tue28Jul

    Actual outcome: Mixed

    Rexford Industrial Realty reported Q2 EPS that exactly met expectations at -$2.26. Without any significant surprises regarding Southern California industrial leasing spreads or net operating income resilience, the market reaction was muted, leaving the stock relatively flat.

    Imminent Q2 print focusing on Southern California industrial leasing spreads and net operating income resilience.

  • Wed6May

    Actual outcome: Bull · $21.04 at outcome

    Following the May 2026 FOMC meeting, the Federal Reserve's updated rate trajectory provided a highly favorable environment for fixed-income assets. As Treasury yields stabilized and repriced lower, the fixed dividend yield of REXR-PC became increasingly attractive to income-seeking investors, driving the preferred shares well above the $20.75 bull target.

    Assessment of the Federal Reserve's rate trajectory and its impact on fixed-income preferred yields.

  • Tue28Apr

    Actual outcome: Bull · $20.94 at outcome

    Rexford Industrial Realty reported Q1 2026 EPS exactly in-line with estimates at -$0.30. The market reacted positively to the underlying net operating income and fixed-charge coverage ratios, which reassured investors regarding the safety of the preferred dividend. This steady fundamental performance drove the preferred shares higher, ultimately exceeding the bull target in the weeks following the release.

    Market evaluation of Q1 2026 net operating income and fixed-charge coverage ratios.