Alexandria Real Estate Equities, Inc. (ARE)
Alexandria Real Estate Equities (ARE) Reports Q4 Loss, Beats Revenue Estimates
Alexandria Real Estate Equities (ARE) came out with a quarterly loss of $6.35 per share versus the Zacks Consensus Estimate of $2.15. This compares to FFO of $2.39 per share a year ago.
Sell Alert: 2 REITs Getting Too Risky
Not all REITs are well-positioned going into 2026. On the contrary, some have become very risky. I present two good examples of that.
Alexandria Real Estate Equities: Increased Pain Requires A Downgrade
Alexandria Real Estate Equities, Inc. is downgraded to Buy as near-term headwinds persist, despite long-term industry tailwinds and a resilient megacampus model. ARE's revenue and cash flows have declined due to asset sales and increased competition, but 91% occupancy and 80%+ tenant retention highlight operational strength. Management is aggressively selling non-core assets, reducing capex, and targeting $240M incremental NOI from 2027+ deliveries to bolster profitability and deleverage.
Alexandria to Post Q4 Earnings: What to Expect From the Stock?
ARE is set to report Q4 results on Jan. 26, with the consensus pointing to lower revenues and adjusted FFO as occupancy pressures weigh on performance.
Sell Alert: 3 REITs Facing Likely Dividend Cuts
Most REIT dividends are safe going into 2026. But there are exceptions that I expect to cut their dividend. I highlight 3 examples of potential dividend disasters.
Here's How Not To Invest $100,000 In 2026
Retail investors repeatedly make avoidable mistakes that erode returns, especially in dividend investing. Before asking how to invest $100,000, let's look at how not to. Here are 5 blunders that you should avoid.
Gear Up for Alexandria Real Estate Equities (ARE) Q4 Earnings: Wall Street Estimates for Key Metrics
Evaluate the expected performance of Alexandria Real Estate Equities (ARE) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Alexandria Real Estate: Deep Value Or A Value Trap After A 45% Dividend Cut?
Alexandria Real Estate (ARE), a leading life science REIT, now faces a severe industry supply-demand imbalance that is driving rising vacancies, falling occupancy, and negative cash rental spreads. Known FY26 lease expirations will create a roughly 4% annual rental revenue headwind that is likely to persist for most of the year. To salvage occupancy, ARE is more than doubling property-enhancing capex intensity to about 29.5% of NOI, significantly raising the cost to secure and retain tenants.
Sell Alert: REITs To Book Tax Losses On
Not all REITs are worth holding going into 2026. Large unrealized losses make it tempting to book tax losses. I highlight some popular REITs that I would sell if I owned them.
Alexandria Real Estate: The 45% Cut Was Necessary - The Band-Aid Has Been Ripped Off
Alexandria Real Estate is a distressed, high-quality life science REIT trading at a steep discount after a dividend cut and operational headwinds. ARE faces declining occupancy, pressured FFO, and elevated leverage but maintains a manageable debt maturity profile and investment-grade tenant base. Management prioritizes balance sheet strength and development pipeline over share repurchases, despite the stock's deep undervaluation on FFO and yield metrics.
Alexandria Real Estate Equities, Inc. (ARE) Analyst/Investor Day Transcript
Alexandria Real Estate Equities, Inc. (ARE) Analyst/Investor Day Transcript
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.
