Head to Head Comparison: Rexford Industrial Realty (REXR) vs. KKR Real Estate Finance Trust (KREF)

Rexford Industrial Realty (NYSE: REXR) and KKR Real Estate Finance Trust (NYSE:KREF) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their valuation, earnings, institutional ownership, profitability, dividends, risk and analyst recommendations.

Dividends

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Rexford Industrial Realty pays an annual dividend of $0.58 per share and has a dividend yield of 2.0%. KKR Real Estate Finance Trust pays an annual dividend of $1.48 per share and has a dividend yield of 7.2%. Rexford Industrial Realty pays out 120.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. KKR Real Estate Finance Trust pays out 111.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. KKR Real Estate Finance Trust has increased its dividend for 2 consecutive years. KKR Real Estate Finance Trust is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Profitability

This table compares Rexford Industrial Realty and KKR Real Estate Finance Trust’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Rexford Industrial Realty 25.23% 3.83% 2.22%
KKR Real Estate Finance Trust 71.04% 5.77% 0.80%

Earnings & Valuation

This table compares Rexford Industrial Realty and KKR Real Estate Finance Trust’s top-line revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Rexford Industrial Realty $161.35 million 13.88 $40.71 million $0.48 59.46
KKR Real Estate Finance Trust $83.14 million 13.16 $59.06 million $1.33 15.47

KKR Real Estate Finance Trust has lower revenue, but higher earnings than Rexford Industrial Realty. KKR Real Estate Finance Trust is trading at a lower price-to-earnings ratio than Rexford Industrial Realty, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a summary of recent ratings and recommmendations for Rexford Industrial Realty and KKR Real Estate Finance Trust, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Rexford Industrial Realty 1 4 4 0 2.33
KKR Real Estate Finance Trust 1 2 1 0 2.00

Rexford Industrial Realty presently has a consensus price target of $30.44, indicating a potential upside of 6.67%. KKR Real Estate Finance Trust has a consensus price target of $22.50, indicating a potential upside of 9.38%. Given KKR Real Estate Finance Trust’s higher probable upside, analysts clearly believe KKR Real Estate Finance Trust is more favorable than Rexford Industrial Realty.

Insider & Institutional Ownership

73.2% of KKR Real Estate Finance Trust shares are owned by institutional investors. 2.1% of Rexford Industrial Realty shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Summary

KKR Real Estate Finance Trust beats Rexford Industrial Realty on 9 of the 16 factors compared between the two stocks.

About Rexford Industrial Realty

Rexford Industrial Realty, Inc. is a self-administered and self-managed full-service real estate investment trust (REIT). The Company is focused on owning, operating and acquiring industrial properties in Southern California infill markets. Rexford Industrial Realty, L.P. is the operating partnership of the Company. Through its controlling interest in Operating Partnership and its subsidiaries, the Company owns, manages, leases, acquires and develops industrial real estate located in Southern California infill markets, and from time to time, acquires or provides mortgage debt secured by industrial property. As of November 30, 2017, the Company’s consolidated portfolio consisted of 148 properties with approximately 18.1 million rentable square feet. In addition, the Company managed an additional 19 properties with approximately 1.2 million rentable square feet.

About KKR Real Estate Finance Trust

KKR Real Estate Finance Trust Inc is a real estate finance company that focuses primarily on originating and acquiring senior mortgage loans secured by commercial real estate assets (CRE). KKR manages investments across multiple asset classes, including private equity, real estate, energy, infrastructure, credit and hedge funds. The Company’s investment strategy is to originate or acquire senior mortgage loans collateralized by institutional-quality CRE assets. Its target assets also include mezzanine loans, preferred equity and other debt-oriented instruments. The Company’s investment objective is capital preservation and generating attractive risk-adjusted returns for its stockholders over the long term, primarily through dividends.

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