Market Irrationality Alert: 2 Durable Yield REITs With Too Cheap Multiples
Durable income investing usually implies some sacrifices on the price appreciation end. Yet, in some situations, it is possible to lock in defensive and acceptable yields in combination with meaningful share price upside potential. In this article, I present two solid and high quality equity REITs, where the market has, in my opinion, assigned too aggressive discount rates.
7 Stocks I'm Buying As Recession Fears Fade And Trump Victory Odds Rise
Assessing the reasons for the recent rise in the 10-year Treasury rate: Soft landing optimism? A potential Fed overshoot? Rising odds of a Trump electoral victory? A series of Rorschach Tests that may interest investors.
Alexandria Real Estate: Q3 Results Reinforce Bullish View
Alexandria Real Estate Equities remains a strong buy due to its strategic mega campuses, high occupancy rates, and robust rental collections. Alexandria Real Estate reported solid earnings with 11% revenue growth and strong FFO, supported by high leasing volumes and investment-grade tenants. ARE stock's valuation is attractive, trading at 12.5 times expected FFO, with potential for multiple expansion and a 4.3% dividend yield.
My 2 Top Conviction Bargains, Up To 7% Yield
Stock market irrationality creates opportunities for value investors. In this article, I present 2 quality bargain stocks trading well below their 52-week highs. Alexandria Real Estate offers a 4.5% yield, strong tenant demand, and strategic life sciences properties, supported by robust financials and growth potential. Plains All American provides a 7.4% distribution yield, diversified pipeline network, and solid financials with potential for market-beating returns.
Alexandria Real Estate Equities, Inc. (ARE) Q3 2024 Earnings Call Transcript
Alexandria Real Estate Equities, Inc. (NYSE:ARE ) Q3 2024 Results Conference Call October 22, 2024 3:00 PM ET Company Participants Paula Schwartz - Investor Relations Joel Marcus - Executive Chairman and Founder Hallie Kuhn - Senior Vice President, Science and Technology and Capital Markets Peter Moglia - Chief Executive Officer & Co-Chief Investment Officer Marc Binda - Chief Financial Officer and Treasurer Conference Call Participants Joshua Dennerlein - BofA Merrill Lynch Rich Anderson - Wedbush Nick Joseph - Citi Michael Carroll - RBC Capital Markets Omotayo Okusanya - Deutsche Bank Georgi Dinkov - Mizuho Peter Abramowitz - Jefferies Dylan Burzinski - Green Street Jim Kammert - Evercore Operator Good day, and welcome to the Alexandria Real Estate Equities Third Quarter 2024 Conference Call. All participants will be in listen-only mode.
Alexandria Q3 AFFO Misses Estimates, Revenues Increase Y/Y
ARE's Q3 results reflect a year-over-year rise in revenues, backed by decent leasing activity and higher rental rates.
Compared to Estimates, Alexandria Real Estate Equities (ARE) Q3 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Alexandria Real Estate Equities (ARE) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Alexandria Real Estate Equities (ARE) Q3 FFO Miss Estimates
Alexandria Real Estate Equities (ARE) came out with quarterly funds from operations (FFO) of $2.37 per share, missing the Zacks Consensus Estimate of $2.38 per share. This compares to FFO of $2.26 per share a year ago.
Alexandria to Post Q3 Earnings: What's in the Cards for the Stock?
While ARE's Q3 earnings are likely to have gained from healthy demand for its high-quality life science and lab office properties, high interest expenses are a concern.
What Analyst Projections for Key Metrics Reveal About Alexandria Real Estate Equities (ARE) Q3 Earnings
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Alexandria Real Estate Equities (ARE), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2024.
Alexandria Real Estate: Recent Strategy Should Drive Its Stock Price Higher
Alexandria Real Estate is undervalued, with its stock price at half of its 2021 peak, despite strong fundamentals and growth strategies. The company's focus on Class A/A+ properties and mega-campuses is driving revenue growth and positioning it for future rent increases. The main risk is declining occupancy rates, but ongoing property improvements and strategic location focus should mitigate this issue.
2 Magnificent S&P 500 Dividend Stocks Flat and Down 10% to Buy and Hold Forever
These two stocks offer strong long-term investment potential.
