Alexandria Real Estate: An Interesting Mix Of Deep Value And Growth
ARE offers a contrarian Buy opportunity, trading at a deep discount with a well-covered 7.5% dividend yield and resilient FFO per share. While sector demand is soft, ARE's fundamentals are solid: diversified tenant base, limited 2025 lease expirations and strong pre-leasing on new developments. Elevated leverage and a large development pipeline add risk, but long-dated debt maturities and strong fixed charge coverage provide financial flexibility.
Public REITs Are Positioned For Trophy Office Upside
Office buildings are experiencing accelerating bifurcation; quality assets in strong markets are outperforming as obsolete buildings face decline or conversion. We capitalized on deeply discounted valuations in 2023-24, notably with HIW, which delivered a +43% total return in 2024. Current leasing momentum, generationally low supply, and return-to-office trends support positive earnings growth for high-quality office REITs.
More office space is being removed than added for the first time in at least 25 years
More office space is set to be removed than added this year, shrinking the overall office footprint. Office vacancies soared to a record high and still hover right around there at 19%.
Alexandria Real Estate Equities, Inc. Declares Cash Dividend of $1.32 per Common Share for 2Q25
PASADENA, Calif. , June 2, 2025 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE) today announced that its Board of Directors declared a quarterly cash dividend of $1.32 per common share for the second quarter of 2025.
Alexandria Real Estate Equities, Inc. to Hold Its Second Quarter 2025 Operating and Financial Results Conference Call and Webcast on July 22, 2025
PASADENA, Calif. , May 29, 2025 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE) today announced that the company will conduct a conference call and audio webcast on Tuesday, July 22, 2025 at 2:00 p.m.
Alexandria Real Estate Equities, Inc. Enhances Its Corporate Responsibility Pillar Focused on Driving Educational Opportunities With Opening of New Learning Lab at Fred Hutch Dedicated to Inspiring and Training Future Scientists
PASADENA, Calif. , May 28, 2025 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE), the first, preeminent, longest-tenured and pioneering owner, operator and developer of collaborative Megacampusā¢ ecosystems in AAA life science innovation cluster locations, today celebrates the opening of the Alexandria Real Estate Equities, Inc. Learning Lab at the Fred Hutch Cancer Center, an innovative laboratory environment to inspire and train the next generation of scientists and advance Fred Hutch's rich legacy of research and development in cancer and other diseases.
Alexandria Real Estate's Freefall Is Too Attractive To Pass Up
Alexandria Real Estate Equities (ARE) is deeply undervalued, trading at just 9x AFFO and offering a nearly 8% dividend yield. Despite recent share price declines, ARE's fundamentals remain strong with high-quality assets, robust leasing, and a top-tier balance sheet. Management is proactively navigating headwinds with cost savings and capital recycling, while maintaining strong liquidity and long-term leases.
My 2 Favorite Big Beautiful Bargains Offering High Yields
The market is not always efficient. This creates opportunities to buy diamonds at regular stone prices. In this article, I elaborate on my two favorite dividend bargains.
Alexandria Real Estate Equities, Inc.'s Consequential Efforts to Address the Mission-Critical Need for Multifaceted Solutions to the Nation's Complex Mental Health Crisis
PASADENA, Calif. , May 27, 2025 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE), the first, preeminent, longest-tenured and pioneering owner, operator and developer of collaborative Megacampusā¢ ecosystems in AAA life science innovation cluster locations, continues to leverage its leadership position at the vanguard of the life science ecosystem to forge and strengthen strategic partnerships aimed at speeding and improving patient outcomes amid the nation's complex mental health crisis.
3 REITs That Drive America's $1.65 Trillion Life Science Dominance
Life science REITs face headwinds from high interest rates and VC slowdown, but innovation and AI adoption signal long-term sector strength. Alexandria Real Estate stands out with a wide moat, high-quality tenants, strong balance sheet, and potential for 35% annualized returns if rates fall. Healthpeak benefits from diversified healthcare assets, robust leasing, and a strong balance sheet, offering a 25% return potential and monthly dividends.
A Historic Opportunity For REIT Investors To Win Big
REITs should do fine overall in the coming years. But some specific REITs should crush the rest of the market. Peak pessimism leads to massive opportunities. I explain how you can win big when investing in individual REITs.
Ride High But Stay Dry: Why I'm Accumulating Cash As The Market Rebounds
The 10-Year Treasury yield signals that the market does not expect a recession in the near term. Current yield levels suggest inflation expectations remain elevated compared to recent years. Investors should interpret the bond market as pricing in persistent inflation rather than imminent economic contraction.
