Get Ready: The REIT Recovery Is About To Take Off
The REIT recovery has stalled in recent months. But I think that it will soon resume. I present the powerful catalyst that could push REITs a lot higher.
Alexandria Real Estate: Forget Timing The Bottom, Buy The Dip For Long-Term Upside
Alexandria Real Estate Equities has solid fundamentals and financials despite market pessimism, making it an attractive long-term investment with a 5%+ dividend yield. ARE's strong performance includes a 6% growth year-over-year and impressive leasing activity, supported by a robust balance sheet and low leverage. The REIT's current valuation at a forward P/FFO multiple of 10.21x is a bargain, offering significant upside potential over the next 12–24 months.
Why Is Alexandria Real Estate Equities (ARE) Up 3.8% Since Last Earnings Report?
Alexandria Real Estate Equities (ARE) reported earnings 30 days ago. What's next for the stock?
Alexandria Real Estate Offers 50% Upside And A 5.5% Dividend
Alexandria Real Estate Equities (ARE) is deeply undervalued, trading at just 10x AFFO with a 5.52% dividend yield, offering a 50% upside over three years. ARE's unique life science real estate assets in key markets are critical for top biotech and pharmaceutical companies, ensuring strong demand and high-quality tenants. The company has a robust development pipeline, high leasing rates, and strong financials, with 77% of rental revenue from Megacampuses and 52% from investment-grade tenants.
Alexandria Real Estate: Expanding My Position Before Bears Turn Into Bulls
Alexandria Real Estate has experienced a 50% drop in share price, but its high-quality life science assets and strong tenant base suggest this decline is unreasonable. There are risks due to a (current) oversupply in this sector, but a flight to quality should protect ARE going forward. With a well-covered dividend and prudent capital allocation, including buybacks, my conservative analysis warrants at least a $130 share price (+36%).
3 High-Quality REITs That Have Become Absurdly Cheap
REITs are priced at decade-low valuations. Even the highest quality REITs are discounted. We highlight three blue-chip REITs that are absurdly cheap.
Forget 60/40, Buy These Cash Cow Bargains Instead
The 60/40 rule's bond allocation faces risks from inflation; durable income-generating stocks with growing dividends offer a better alternative. In this article, I highlight two such picks that are undervalued and provide well-covered dividends. Both carry moat-worthy asset bases are strongly positioned to deliver potentially rewarding total returns from here.
Income Strategy: I'm Buying These Mispriced Dividend Icons
Volatility is back, making solid income generation all the more important. In this article, I highlight two undervalued dividend giants with high yields. Both have long growth runways, making them strong picks for value, income, and growth.
Golden Buying Opportunity: The More It Drops, The More I Buy
Two attractive dividend sectors have sold off heavily recently. This has opened up the opportunity to buy some of the very best dividend growth companies in each sector at very deep discounts and mouthwatering dividend yields. We share some of our top picks of the moment.
Alexandria Real Estate: Buy The Dip
Alexandria Real Estate is a top-tier REIT with strong cash flow, high tenant loyalty, and excellent management, currently undervalued by the market. Despite recent mixed results, ARE's fundamentals remain strong, with a 6% FFO growth and efficient tenant collections at 99.8%. The company's valuation is attractive at less than 12.7x P/AFFO, with a historical average of 21x P/E, justifying a "BUY" rating.
Alexandria Real Estate: Debunking The Bear Thesis
Alexandria Real Estate is a battleground stock. It is today heavily discounted because of what we believe to be temporary issues. We debunk the bear thesis and explain why we are buying the stock.
Alexandria Real Estate Equities, Inc. (ARE) Q4 2024 Earnings Call Transcript
Alexandria Real Estate Equities, Inc. (NYSE:ARE ) Q4 2024 Results Conference Call January 28, 2025 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 Anthony Paolone - JPMorgan Rich Anderson - Wedbush Wes Golladay - Baird Vikram Malhotra - Mizuho Tom Catherwood - BTIG Dylan Burzinski - Green Street Omotayo Okusanya - Deutsche Bank Jim Kammert - Evercore Jamie Feldman - Wells Fargo Michael Griffin - Citi Operator Good afternoon, and welcome to the Alexandria Real Estate Equities Fourth Quarter and Year-End 2024 Conference Call. All participants will be in listen-only mode.
