Alexandria Real Estate Equities is mispriced as a distressed office REIT, offering a 'Strong Buy' opportunity. ARE's specialized life sciences campuses in top biotech hubs anchor high-quality tenants and provide a unique competitive moat. At a 50% discount to intrinsic value, ARE offers a 5.9% secure dividend yield and a robust balance sheet with $3.6 billion in liquidity.
Alexandria Real Estate Equities, Inc. (ARE) Q2 2026 Earnings Call Transcript
Alexandria Real Estate Equities NYSE: ARE reported second-quarter 2026 adjusted funds from operations of $1.73 per diluted share and reaffirmed the midpoint of its full-year guidance at $6.40 per share, while narrowing the annual range to plus or minus $0.05.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 119,710 | $8.55M | $5.79M | -$2.76M | -32.27% |
Curtis Ellergodt Rothschild Investment LLC | 4,023 | $196,605.62 | $201,552.29 | $4,946.67 | 2.52% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 12,390 | $654,827 | $616,278.6 | -$38,548.4 | -5.89% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 500 | $26,425 | $24,175 | -$2,250 | -8.51% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 800 | $39,152 | $39,784 | $632 | 1.61% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RK Ronald Kamdem Morgan Stanley | -154.93 | $8,175.88 | $8,330.82 | -$154.94 | -1.9% |
| NC Nate Crossett Exane BNP Paribas | -1,878.19 | $94,097.39 | $94,097.39 | - | - |
Steve Sakwa Evercore ISI Group | 688.76 | $33,143.15 | $33,156.92 | $13.77 | 0.04% |
| Office REITs Industry | Real Estate Sector | Peter Moglia CEO | NYSE Exchange | 015271109 CUSIP |
| US Country | 514 Employees | 30 Jun 2026 Last Dividend | 24 Apr 2006 Last Split | 27 May 1997 IPO Date |
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.
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.