Summary
ARE Chart
Alexandria Real Estate: After The 45% Dividend Cut, What Comes Next?
Alexandria Real Estate Equities cut its dividend by 45%, reflecting persistent macro headwinds and sector-specific challenges. I maintain a Hold rating on ARE, citing anticipated continued pain through 2026–2027 due to declining occupancy and oversupply in life sciences. Recent financials show AFFO down 6.3% and NOI down 6.1% year-over-year, with management lowering full-year guidance and projecting further declines.
Alexandria Cuts Dividend Amid Deepening Life Science Strains
ARE's steep dividend cut underscores deep strain from collapsing life science demand and forces it into asset sales and tighter cost controls.
Alexandria Real Estate Equities: It's Not The Dividend Cut, It's The Debt Load
Alexandria Real Estate Equities lowered guidance and cut the dividend. FFO guidance from management came in below almost all analyst estimates. ARE's long-term investment case is weaker than ever, though a short-term technical bounce may be possible after recent sharp declines.
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Alexandria Real Estate Equities, Inc. Profile
| - Industry | - Sector | Peter M. Moglia CEO | NYSE Exchange | 015271109 CUSIP |
| US Country | 552 Employees | 31 Dec 2025 Last Dividend | 24 Apr 2006 Last Split | 27 May 1997 IPO Date |
Overview
Alexandria Real Estate Equities, Inc. (NYSE: ARE), an esteemed member of the S&P 500, stands as a leader in the mission-driven life science Real Estate Investment Trust (REIT) sector, committed to making a profound and enduring impact on the world. Founded in 1994, Alexandria established the life science real estate niche and has since maintained its position as the foremost and most experienced owner, operator, and developer of collaborative life science, agtech, and advanced technology mega campuses. These campuses are strategically located in AAA innovation cluster locations across the United States, including Greater Boston, the San Francisco Bay Area, New York City, San Diego, Seattle, Maryland, and Research Triangle. With a substantial market capitalization totaling $33.1 billion and an extensive asset base spanning 73.5 million square feet in North America as of December 31, 2023, Alexandria exemplifies a remarkable track record. This track record includes creating Class A/A+ properties that foster highly dynamic and collaborative environments crucial for attracting and retaining top-tier talent and supporting the success of its innovative tenants. Additionally, through its venture capital platform, Alexandria actively provides strategic capital to groundbreaking companies in life science, agrifoodtech, climate innovation, and technology sectors, further demonstrating its comprehensive commitment to fostering growth and excellence within these critical areas of innovation.
Products and Services
- Life Science, Agtech, and Technology Real Estate:
- Class A/A+ Property Development:
- Venture Capital Investments:
Alexandria excels in developing, owning, and operating collaborative mega campuses in AAA innovation cluster locations. These campuses are tailored for companies in the life sciences, agtech, and advanced technology sectors, offering state-of-the-art facilities that promote productivity, efficiency, creativity, and success.
The company has a proven expertise in creating Class A/A+ properties, which are central to its strategy of clustering such properties within mega campuses. These developments not only meet the highest standards of quality and environmental sustainability but also provide tenants with the necessary infrastructure to thrive and innovate.
Alexandria extends its impact beyond real estate through strategic venture capital investments in transformative companies within the life science, agrifoodtech, climate innovation, and technology sectors. This venture capital platform enables Alexandria to support the growth and development of these sectors by providing critical capital and resources.
Contact Information
