Rexford Industrial Realty Inc (REXR)vsRithm Property Trust Inc. (RPT)
REXR
Rexford Industrial Realty Inc
$37.13
-3.00%
REAL ESTATE · Cap: $8.42B
RPT
Rithm Property Trust Inc.
$10.98
-1.08%
REAL ESTATE · Cap: $89.38M
Smart Verdict
WallStSmart Research — data-driven comparison
Rexford Industrial Realty Inc generates 3828% more annual revenue ($991.92M vs $25.25M). RPT leads profitability with a 25.2% profit margin vs -39.2%. RPT earns a higher WallStSmart Score of 67/100 (B-).
REXR
Hold49
out of 100
Grade: D+
RPT
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.5%
Fair Value
$127.19
Current Price
$37.13
$90.06 discount
Intrinsic value data unavailable for RPT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 41.6%
Earnings expanding 28.0% YoY
Reasonable price relative to book value
Strong operational efficiency at 37.9%
Revenue surging 105.6% year-over-year
Keeps 25 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
ROE of 2.8% — below average capital efficiency
Revenue declined 1.6%
Smaller company, higher risk/reward
ROE of 1.0% — below average capital efficiency
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, EPS Growth.
Bull Case : RPT
The strongest argument for RPT centers on Price/Book, Operating Margin, Revenue Growth. Profitability is solid with margins at 25.2% and operating margin at 37.9%. Revenue growth of 105.6% demonstrates continued momentum.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, Altman Z-Score, Return on Equity.
Bear Case : RPT
The primary concerns for RPT are Market Cap, Return on Equity, P/E Ratio. A P/E of 86.9x leaves little room for execution misses. Debt-to-equity of 2.33 is elevated, increasing financial risk.
Key Dynamics to Monitor
REXR profiles as a turnaround stock while RPT is a growth play — different risk/reward profiles.
RPT carries more volatility with a beta of 1.24 — expect wider price swings.
RPT is growing revenue faster at 105.6% — sustainability is the question.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RPT scores higher overall (67/100 vs 49/100), backed by strong 25.2% margins and 105.6% revenue growth. REXR offers better value entry with a 70.5% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Rexford Industrial Realty Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Rexford Industrial, a real estate investment trust that focuses on owning and operating industrial properties in the infill markets of Southern California, owns 232 properties with approximately 27.
Rithm Property Trust Inc.
REAL ESTATE · REIT - MORTGAGE · USA
RPT Realty owns and operates a national portfolio of outdoor shopping destinations located primarily in major US markets.
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