Rexford Industrial Realty (REXR) stock calls: who's bullish, who's bearish, and their track records
As of November 5, 2026, MCAFax has logged 5 calls on Rexford Industrial Realty (REXR) from 3 tracked investors: 5 bullish, 0 bearish and 0 neutral. The most recent is bullish, posted by @Mr_Neutral_Man on Oct 22, 2026 when REXR last closed at $36.28. Of 1 scored call, 0 beat the S&P 500 in the called direction over 180 days.
Not investment advice; for research and education.
Who is bullish and who is bearish on REXR?
Consensus: bullish. Every current directional call on REXR points the same way (REIT Bros. (@ReitBros) and Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man)).
Every logged REXR call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 22, 2026 | Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | Bullish (long) | $36.28 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 13, 2026 | Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | Bullish (long) | $37.51 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 12, 2026 | Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | Bullish (long) | $36.74 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Sep 15, 2026 | REIT Bros. (@ReitBros) | Bullish (long) | $38.43 | $36.91 on Oct 15, 2026 | Open (not yet scored) | post |
| Mar 4, 2026 | Jussi Askola, CFA (@askjussi) | Bullish (long) | $37.15 | $37.04 on Aug 31, 2026 | L, -13.1 pts vs S&P 500 (180 days) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for REXR
- Says buying Rexford Industrial at about $230 per square foot solves the passive-income problem, and sees a good chance Blackstone or Prologis buys it once results inflect. (Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), Oct 22, 2026; source)
- Expects his REIT basket (CUBE, CPT, MAA, REXR) to compound above 10% a year over five years. (Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), Oct 13, 2026; source)
- Excited about Rexford Industrial on real-time SoCal warehouse market updates and the region's advanced-manufacturing growth. (Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), Oct 12, 2026; source)
- Technical setup: Rexford breaking above a multi-year downtrend line, one of the strongest REIT setups; a daily close above $39.50 would confirm. (REIT Bros. (@ReitBros), Sep 15, 2026; source)
- Archive: 1 earlier bullish call on REXR went 0-1 against the S&P 500.
The bear case for REXR
No tracked investor has a current bearish thesis on REXR.
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @Mr_Neutral_Man (Oct 22, 2026): "Buying $REXR at $230/sqft solves this problem"
- @Mr_Neutral_Man (Oct 13, 2026): "Hard to imagine you don't get over 10% CAGR in next 5 years"
- @Mr_Neutral_Man (Oct 12, 2026): "Hard not to be excited about $REXR"
- @ReitBros (Sep 15, 2026): "A daily close above $39.50 would confirm the breakout."
- @askjussi (Mar 4, 2026): "Undersupply typically means rising occupancy and accelerating rent growth"
Track records of the players calling REXR
| Player | Calls on REXR | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | 3 | 0-0 | - | - | No scored calls yet |
| REIT Bros. (@ReitBros) | 1 | 0-0 | - | - | No scored calls yet |
| Jussi Askola, CFA (@askjussi) | 1 | 0-0 | - | - | No scored calls yet |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: November 5, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on Rexford Industrial Realty (REXR)?
As of November 5, 2026, @Mr_Neutral_Man, @ReitBros, and @askjussi have logged bullish calls on REXR. Current bullish voices: @ReitBros and @Mr_Neutral_Man.
Who is bearish on REXR?
As of November 5, 2026, none of the investors MCAFax tracks has made a bearish call on REXR.
What is the consensus on REXR among tracked investors?
Current calls on REXR lean bullish; no tracked investor is on the other side right now.
What price was REXR at when these calls were made?
Prices at call ranged from $36.28 to $38.43. The most recent call was made when REXR last closed at $36.28. We use the last close known when each post went up.
How have past REXR calls performed?
0 of 1 scored call on REXR beat the S&P 500 in the called direction over 180 days.
Is there a contrarian call on REXR?
Consensus: bullish. Every current directional call on REXR points the same way (REIT Bros. (@ReitBros) and Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man)).
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the REXR page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of November 5, 2026.