Rexford's Strategy Overhaul Seen As Positive, But Not Groundbreaking -- Market Talk

Dow Jones11-20

1256 ET - Rexford Industrial Realty's new set of financial priorities and leadership turnover are steps in the right direction, Deutsche Bank analyst Omotayo Okusanya writes in a note. But the changes, announced after the company's engagement with an activist investor, don't include steps to diversify capital sources or expand out of the greater Los Angeles market. Okusanya also says there's potential for CEO transition risk, noting the long tenure of outgoing co-CEOs Michael Frankel and Howard Schwimmer, the latter especially known for his relationships with the LA industrial market. "Overall we find the outlined financial and strategic priorities an incremental positive, albeit not particularly ground breaking," he writes. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

November 19, 2025 12:56 ET (17:56 GMT)

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Okusanya also says there's potential for CEO transition risk, noting the long tenure of outgoing co-CEOs Michael Frankel and Howard Schwimmer, the latter especially known for his relationships with the LA industrial market. \"Overall we find the outlined financial and strategic priorities an incremental positive, albeit not particularly ground breaking,\" he writes. 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But the changes, announced after the company's engagement with an activist investor, don't include steps to diversify capital sources or expand out of the greater Los Angeles market. Okusanya also says there's potential for CEO transition risk, noting the long tenure of outgoing co-CEOs Michael Frankel and Howard Schwimmer, the latter especially known for his relationships with the LA industrial market. \"Overall we find the outlined financial and strategic priorities an incremental positive, albeit not particularly ground breaking,\" he writes. 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