COMPARE · Data as of August 27, 2026
IIPR vs REXR
Verdict: Side-by-side breakdown using the Bull Rankings model. IIPR scored 64.0, REXR scored 69.0 — REXR leads.
Compare another set
IIPR
Innovative Industrial Properties, Inc.
68.2Fin
$56.42 · $1.6B
fundamentals as of
Strength gap
0.1
IIPR leads
REXR
Rexford Industrial Realty, Inc.
68.1Fin
$37.12 · $8.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthREXR+7.1%
- Strongest balance sheetIIPR0.33
Side by side · every name on one set of axes
Fundamentals, head-to-head
IIPR
REXR
13.3%C+
Yield
4.7%B+
-13.8%D
Rev
+7.1%B
0.33A
D/E
0.41A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
IIPRInnovative Industrial Properties, Inc.
Why now
REIT - Industrial · market cap $1.6b. 14% off the 52-week high of $65.38. Revenue -14% — in contraction; any catalyst that reverses this triggers re-rating. 4 sell-side analysts rate this a Hold with a mean 1-yr target of $64.50 (implying +14% upside).
Moat
Net margin 52% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma.
Risk
Revenue contracting -14% — the operational turn is not yet visible in the top line. Beta 1.40 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Dividend payout 172% of earnings on a 13.3% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
REXRRexford Industrial Realty, Inc.
Why now
REIT - Industrial · market cap $8.5b. 16% off the 52-week high of $44.38. 16 sell-side analysts rate this a Hold with a mean 1-yr target of $40.25 (implying +8% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -39.2%) — path to GAAP profitability is the core thesis risk. Dividend payout 184% of earnings on a 4.7% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE -5% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.