Rexford Industrial (NYSE: REXR) isn't a household name even in the real estate investment trust (REIT) sector. With a market cap of just $11 billion or so, it is tiny compared to its largest industrial REIT peer Prologis (NYSE: PLD), which has a market cap more than 10 times as large ($120 billion).

But small companies can provide big results, and it looks like that's exactly what Rexford will do thanks to this $200 million-plus secret weapon.

As Rexford's name implies, it owns industrial assets like warehouses, distribution facilities, and light manufacturing buildings. But it has a unique focus that sets it apart from peers like Prologis, which owns a globally diversified portfolio. Rexford goes to the other extreme: It owns a geographically concentrated portfolio. All the REIT's properties are located in Southern California.

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Source Fool.com