Alexandria Real Estate Is In Trouble And I'm Ready To Buy
ARE is a leading REIT in life science properties, facing challenges due to a downturn in the life science market. ARE's shares have dropped 55% from their peak but continue to grow FFO per share. ARE's strategic moves include a $500 million share repurchase plan.
Alexandria Real Estate: Excellent Countertrend Play On Multi-Year Big Tech Bust
Alexandria RE is significantly undervalued compared to other U.S. equities, presenting a buy opportunity for contrarian investors. Historical performance during the Dotcom technology bust period suggests ARE could see robust gains years into the future, from countertrend capital flows toward value and income ideas. ARE's balance sheet is strong with low fixed-rate debt and operations stable with mostly pharmaceutical tenants, making it a safer investment amid potential market volatility.
Fed Ahead
Ahead of the Federal Reserve's critical interest rate decision next week, U.S. equity markets snapped a three-week winning streak as benchmark interest rates jumped to the cusp of five-month highs. Lukewarm CPI and PPI inflation reports were "good enough" to solidify another Fed rate cut next week, but "sticky" trends called into question the outlook for continued easing in 2025. After setting a series of fresh record-highs in the prior week, the S&P 500 slipped 0.6% this week, but still remains on pace for its best year since 2019.
Alexandria Hikes Dividend by 1.5%, Announces $500M Stock Buyback Plan
Alexandria's dividend hike of 1.5% and $500 million stock buyback plan boost investors' confidence in the stock.
'Tis The Season For Dividend Growth
Corporations often increase dividend payouts in Q1 of each year, making it crucial for income investors to position portfolios for 2025. Dividend growth investing is appealing due to recent federal funds rate cuts, offering multiple benefits like capital appreciation, inflation hedging, and compounding returns. Companies like Canadian Natural Resources, Brookfield Renewable Partners, Alexandria Real Estate Equities, and Prologis are well-positioned for dividend hikes due to strong cash flows and sustainable business models.
Top 5 'Stress-Free' High Yield Retirement Picks For 2025
2025 seems to be a rather volatile year with a lot of macro uncertainties. The risks are high, but it should not necessarily be the case for retirement income-focused investors as long as the right strategy is in place. I share 5 high-yield picks, which in my view should be seriously considered for retirement investors who seek durable current income.
The 8 Stocks And 1 ETF On My Buy List Going Into December
The market outlook for 2025 is uncertain, with a wide range of possibilities in GDP growth, inflation, and job growth. Government spending cuts led by Elon Musk and Vivek Ramaswamy's DOGE initiative are unlikely to meet their ambitious $2 trillion goal due to mandatory spending constraints. Significant cash reserves, like Berkshire Hathaway's $325 billion, suggest potential market caution, but a drop in the Fed Funds Rate below 4% could boost REITs and bonds.
3 "AI Income Machines" Leaving the Magnificent Seven in the Dust
For almost two years now, stocks that tap into the global $15.7 trillion AI revolution have surged so quickly, the media has a nickname for them: the "Magnificent Seven."
Bad News For REITs, Good News For High Income Investors
Many of us expected REITs to explode higher when the Fed would start to decrease interest rates. Rising long-term yields have quite quickly destroyed these expectations. In this article, I describe two indicators, which imply elevated risks for REITs. In my view, the risks are high for REITs to decline.
Alexandria: It's Lonely When You're A Value Investor, But That's Okay With Me
As a value investor, I thrive on identifying mispriced companies like Tanger and Iron Mountain, which have yielded impressive returns of 426% and 440%, respectively. Alexandria Real Estate is a fundamentally strong, BBB+ rated REIT with a 5% yield, low leverage, and high tenant loyalty, making it a "Strong Buy". ARE's historical performance, superior operating results, and conservative management justify a valuation target of $160/share, with potential annual returns of 30-50%.
Alexandria Announces Long-Term Lease at San Carlos Mega Campus
ARE announces that it has executed a 10-year lease with Vaxcyte, Inc., a clinical-stage biopharmaceutical company.
Alexandria Real Estate: Buy The Dip And Start The DRIP
Dividend reinvestment in high-quality stocks at below-average valuations like Alexandria Real Estate can result in potentially strong total returns. ARE's focus on mega campuses in innovation clusters results in sticky tenant relationships, robust leasing activity, and stable occupancy levels. ARE carries a strong balance sheet, attractive 4.9% dividend yield, and significant development pipeline, positioning it for solid future growth.
