Rexford Industrial Realty Inc (REXR)vsTPG RE Finance Trust Inc (TRTX)
REXR
Rexford Industrial Realty Inc
$37.13
-3.00%
REAL ESTATE · Cap: $8.42B
TRTX
TPG RE Finance Trust Inc
$6.49
+3.02%
REAL ESTATE · Cap: $482.11M
Smart Verdict
WallStSmart Research — data-driven comparison
Rexford Industrial Realty Inc generates 650% more annual revenue ($991.92M vs $132.25M). TRTX leads profitability with a 43.9% profit margin vs -39.2%. TRTX earns a higher WallStSmart Score of 54/100 (C-).
REXR
Hold49
out of 100
Grade: D+
TRTX
Buy54
out of 100
Grade: C-
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 TRTX.
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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 43.5%
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 5.6% — below average capital efficiency
Weak financial health signals
Revenue declined 11.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, EPS Growth.
Bull Case : TRTX
The strongest argument for TRTX centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 43.9% and operating margin at 43.5%.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, Altman Z-Score, Return on Equity.
Bear Case : TRTX
The primary concerns for TRTX are Market Cap, Return on Equity, Piotroski F-Score. Debt-to-equity of 3.36 is elevated, increasing financial risk.
Key Dynamics to Monitor
REXR profiles as a turnaround stock while TRTX is a declining play — different risk/reward profiles.
TRTX carries more volatility with a beta of 1.53 — expect wider price swings.
REXR is growing revenue faster at -1.6% — sustainability is the question.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRTX scores higher overall (54/100 vs 49/100), backed by strong 43.9% margins. REXR offers better value entry with a 70.5% margin of safety. Both earn "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.
TPG RE Finance Trust Inc
REAL ESTATE · REIT - MORTGAGE · USA
TPG RE Finance Trust, Inc., a commercial real estate finance company, originates, acquires and manages commercial mortgage loans and other commercial real estate-related debt instruments in North America. The company is headquartered in New York, New York.
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