Alexandria Real Estate Equities, Inc. (ARE)
Alexandria Real Estate For 20%+ Total Return And 6%+ Yield
ARE offers a 6.4% dividend yield at a steep discount, with strong long-term fundamentals and a leading position in life sciences real estate. Recent share price weakness is due to tenant concessions, asset dispositions, and post-pandemic demand normalization, but recovery is expected as concessions expire. Pipeline developments, high occupancy, and potential EU investment should drive FFO growth, supporting a projected 15-20% annual total return over five years.
Alexandria Real Estate Q2: Deep Value Sharks Play With Patience
Alexandria Real Estate is one of those rare deep value investments that's currently in prime buying territory. I forecast a 40% total return from the investment over the next 18 months. There are specific medium-term macro and operational catalysts that are likely to cause the market to re-rate ARE's valuation multiples higher as the six-month mark approaches.
Alexandria Real Estate Equities, Inc. (ARE) Q2 2025 Earnings Call Transcript
Alexandria Real Estate Equities, Inc. (NYSE:ARE ) Q2 2025 Earnings Conference Call July 22, 2025 2:00 PM ET Company Participants a - Corporate Participant Hallie Kuhn - Senior Vice President of Science & Technology and Capital Markets Joel S. Marcus - Founder & Executive Chairman Marc E.
Alexandria Real Estate Shows The Efficient Market Hypothesis Is Officially Dead
I've aggressively expanded my Alexandria Real Estate Equities, Inc. position, convinced it's a deep-value REIT with superior long-term return potential versus peers like EPR. ARE's A-tier life science assets and scale create a moat, supporting high occupancy and resilience despite sector oversupply and market pessimism. Dividend coverage is robust, with a conservative 86% CAD payout ratio, and future cash flows are poised to grow as oversupply shrinks and onshoring boosts demand.
Alexandria's Q2 AFFO Beats Estimates, Occupancy Declines
ARE tops Q2 AFFO estimates on strong leasing and rental gains. However, occupancy dips, and rising interest costs weigh on the company.
Alexandria Real Estate: Top REIT Bargain With 7% Yield And Earnings Beat
Alexandria Real Estate Equities (ARE) remains attractively valued, offering a nearly 7% yield and trading at just 8.5x FFO after an earnings beat. Management reiterated full-year adjusted FFO guidance, signaling stability and confidence, especially after securing its largest-ever lease in San Diego. Asset sales are being used strategically for debt reduction, supporting long-term value even as short-term revenues dip slightly due to disposals.
Here's What Key Metrics Tell Us About Alexandria Real Estate Equities (ARE) Q2 Earnings
While the top- and bottom-line numbers for Alexandria Real Estate Equities (ARE) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Alexandria Real Estate Equities (ARE) Tops Q2 FFO and Revenue Estimates
Alexandria Real Estate Equities (ARE) came out with quarterly funds from operations (FFO) of $2.33 per share, beating the Zacks Consensus Estimate of $2.29 per share. This compares to FFO of $2.36 per share a year ago.
Powell Pressured As Inflation Cools
U.S. equity markets climbed to fresh record-highs this week after a critical slate of inflation data showed that tariff-driven inflation remains muted, while rumors of a potential Powell termination swirled. Supported by data this week showing that core inflation cooled to its slowest pace in over three years, the White House reignited the heat on the head of the Fed. Rebounding from modest declines last week, the S&P 500 advanced 0.6%, notching record highs in three of the past four weeks following a five-month drought.
Alexandria Real Estate: Something Big Just Happened
Alexandria Real Estate Equities, Inc. just secured the largest lease in its history—a 16-year, 466,598 SF deal at its flagship San Diego mega-campus. Despite a challenging life science market with high vacancy and weak demand, ARE's strong tenant relationships are delivering results. Risks remain: San Diego's market is still softening, with over 4 million SF available and ongoing construction that could pressure rents.
Alexandria to Post Q2 Earnings: What to Expect From the Stock?
ARE's Q2 earnings may dip as lower occupancy and lease-up risks weigh on revenues and FFO per share.
Alexandria Real Estate: A Massive Day
Alexandria Real Estate Equities, Inc. has massive potential to retake $100 quickly as fundamentals improve. Premier life science property locations, absurd rent collection, and good EBITDA margins, but occupancy running below what we would like. Robust ARE shareholder returns buoyed by a respectable balance sheet, but a we need to see updates on leverage.
