Rexford Industrial Realty, Inc. Q1 FY2026 earnings call

1. Expect to commence between 8.5 million square feet this year, including about 1 million square feet from repositioning and development. 2. Continuously assess the portfolio to build a more resilient and higher growth platform, focusing on recycling capital on an accretive basis to drive FFO and NAV per share growth. 3. Advanced manufacturing demand is closely linked to the business, with demand seen in various spaces in different markets. 4. Lease terms depend on competitive supply and leverage on each side; smaller units in the portfolio generally have shorter terms. 5. Lease renewal for an asset is mainly for addressing the lease roll for next year, not a direct read-through to long-term strategic plan for that asset

No specific detailed financial performance and revenue contribution% for each product segment are provided in the transcript

1. Expect to commence between 8.5 million square feet this year, including about 1 million square feet from repositioning and development. 2. Focus on recycling capital on an accretive basis that enables to drive FFO and NAV per share growth

No detailed discussion of risks and operational failures provided in the transcript

Q: Wondering about square footage target for core portfolio occupancy and development portfolio to meet goals, and thoughts on portfolio dispositions.

A: Expect to commence between 8.5 million square feet this year including about 1 million square feet from repositioning and development; continually assess portfolio, focused on recycling capital on an accretive basis to drive FFO and NAV per share growth.

Q: Broad question about tangential demand factors and relation to business.

A: Data centers not a core component; advanced manufacturing has a bold connection, with demand seen in relevant markets.

Q: Decline in lease term signings.

A: Depends on competitive supply and leverage; smaller units in portfolio tend to have shorter terms.

Q: Long-term plan for co-asset regarding lease renewal.

A: Focus on addressing lease roll for next year, not a long-term strategic plan read-through.

Q: Rents in redevelopment portfolio.

A: Has to do with mixed issue