PLYM vs REXR Stock Comparison: AI Score, Valuation, Performance and Upside
REXR is concentrated exclusively in the supply-constrained, high-barrier Southern California industrial market with strong historical rent growth, while PLYM targets less competitive secondary and tertiary industrial markets in the Midwest and Southeast at lower cost bases. Both are industrial REITs but pursue very different geographic and market-tier strategies.
PLYM vs REXR contrasts a secondary-market-focused industrial REIT pursuing lower-cost-basis acquisitions against a premium, supply-constrained Southern California infill industrial REIT with strong historical rent growth.
PLYM and REXR are closely matched — they split the tracked metrics evenly.
- →Want exposure to secondary and tertiary market industrial real estate at lower valuations
- →See value in less competitive acquisition markets in the Midwest and Southeast
- →Are comfortable with smaller scale and a less premium property profile
- →Want concentrated exposure to the supply-constrained Southern California industrial market
- →Value Rexford's strong track record of mark-to-market rent growth
- →Are comfortable with complete geographic concentration in a single regional market
| Metric | PLYM | REXR |
|---|---|---|
| AI score | N/A | 36.3 |
| AI rank | N/A | #1512 |
| Latest close | N/A | $33.12 |
| 1M return | N/A | -5.40% |
| 6M return | N/A | -17.63% |
| 1Y return | N/A | -5.44% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | PLYM | REXR |
|---|---|---|
| 1Y ago | N/A | $9.92K (-0.8%) started 2025-06-18 |
| 5Y ago | N/A | $7.98K (-20.2%) started 2021-06-18 |
| 10Y ago | N/A | $27.67K (+176.7%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
| Metric | PLYM | REXR |
|---|---|---|
| Market cap | N/A | $7.66B |
| Trailing P/E | N/A | 35.23 |
| Forward P/E | N/A | 35.05 |
| Price/Sales | 4.94 | 7.69 |
| EV/Revenue | N/A | 11.20 |
| Analyst target | N/A | $39.19 |
| Target upside | N/A | +18.32% |
| Metric | PLYM | REXR |
|---|---|---|
| Revenue growth | N/A | -2.90% |
| Earnings growth | N/A | 28.00% |
| EPS growth | N/A | +28.00% |
| FCF margin | N/A | +21.40% |
| Operating margin | N/A | N/A |
| Profit margin | N/A | 23.30% |
| ROIC proxy | N/A | 2.70% |
| Return on equity | N/A | 2.70% |
| Dividend yield | N/A | 5.22% |
| Beta | -0.02 | 1.22 |
| Debt/equity | N/A | 37.71 |
| Current ratio | N/A | 1.58 |
| Quick ratio | N/A | 0.97 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | PLYM | REXR |
|---|---|---|---|
| 1Y | Growth | N/A | -5.44% |
| CAGR | N/A | -5.45% | |
| Sharpe ratio | N/A | -0.29 | |
| Max drawdown | N/A | 25.79% | |
| Max daily drop | N/A | 6.45% | |
| Max wkly drop | N/A | 9.40% | |
| 5Y | Growth | N/A | -32.51% |
| CAGR | N/A | -7.56% | |
| Sharpe ratio | N/A | -0.32 | |
| Max drawdown | N/A | 58.65% | |
| Max daily drop | N/A | 9.07% | |
| Max wkly drop | N/A | 19.34% | |
| 10Y | Growth | N/A | +106.18% |
| CAGR | N/A | +7.51% | |
| Sharpe ratio | N/A | 0.24 | |
| Max drawdown | N/A | 58.65% | |
| Max daily drop | N/A | 20.34% | |
| Max wkly drop | N/A | 22.33% |
| Category | PLYM | REXR |
|---|---|---|
| Company | Plymouth Industrial REIT, Inc. | Rexford Industrial Realty, Inc. |
| Sector | Real Estate - Industrial REIT | Real Estate - Industrial REIT |
| Industry | N/A | N/A |
| Core business | Plymouth Industrial REIT owns and operates light industrial and warehouse/distribution properties primarily across secondary and tertiary U.S. markets in the Midwest and Southeast. | Rexford Industrial Realty owns and operates infill industrial properties exclusively in Southern California, one of the most supply-constrained and high-demand industrial markets in the United States. |
| Investor focus | Investors track Plymouth's acquisition pace and cap rates in secondary industrial markets, leasing spreads, and occupancy trends. | Investors track Rexford's same-store rent growth and mark-to-market rent spreads in its highly supply-constrained Southern California infill markets. |
- →Focused strategy targeting less competitive secondary and tertiary industrial markets
- →Smaller scale provides more room for percentage-based portfolio growth
- →Lower acquisition cost basis in secondary markets relative to primary coastal markets
- →Exclusive focus on Southern California, one of the most supply-constrained industrial markets in the U.S.
- →Strong historical mark-to-market rent growth as below-market leases roll to current rates
- →High barriers to new industrial construction in its core Southern California markets support pricing power
- →Secondary market properties may carry less long-term rent growth potential than premier infill locations
- →Smaller scale than larger industrial REIT peers limits diversification and capital cost advantages
- →Industrial real estate demand growth has moderated from pandemic-era e-commerce-driven peaks
- →Complete geographic concentration in Southern California creates regional economic and regulatory risk
- →Premium valuation reflects market-leading rent growth expectations that must be sustained
- →California-specific regulatory and tax policy changes could affect long-term returns
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