Alexandria Real Estate Equities, Inc. (ARE)
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Alexandria Real Estate: The Good, The Bad, The Ugly (Q3 2025 Update)
Alexandria Real Estate is facing severe near-term headwinds. Those headwinds have only gotten worse in 2025. However, the long-term outlook has not changed materially, and the stock is now trading at just 1/5 of its peak valuation. Buy, hold, or sell?
The Next Big Trade: Why I'm Loading Up On REITs Before Everyone Else
REITs offer compelling value and income, with VNQ yielding 3.8% versus the S&P 500's 1.1%, and trade at historically wide valuation discounts. The current macro environment favors high-quality, undervalued dividend stocks, as falling long-term rates could boost demand for income-generating assets like REITs. REITs demonstrate strong financial health, stable dividends, and sector diversity, making them attractive for both income and potential total return upside.
Alexandria Real Estate: Buy The Fear Or Steer Clear?
Alexandria Real Estate is rated Hold due to near-term headwinds despite an attractive long-term valuation and sector leadership. ARE faces multi-year oversupply, declining occupancy, and management guidance for a 27% FFO drop in 2026, raising concerns about dividend safety. While ARE trades at a low 8.5x forward FFO, a lack of catalysts and a possible dividend cut suggest waiting for stabilization or a reset event.
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Alexandria Real Estate: I'm Buying The Post-Earnings Plunge
Alexandria Real Estate (ARE) shares have plunged, creating a potential buying opportunity, as the stock appears deeply oversold after a capitulation-like selloff. ARE faces challenges including oversupply of lab space, weak biotech IPO market, and concerns over a possible dividend cut, but its payout ratio remains reasonable. The REIT offers a nearly 10% dividend yield, trades at a low valuation, and could benefit from future interest rate cuts and renewed biotech demand.
Alexandria Real Estate: Earnings Reaction Creates A Buying Opportunity
Alexandria Real Estate Equities, Inc. is rated a Strong Buy, offering a rare opportunity to acquire a high-quality REIT at a bargain price. ARE's recent 24% price drop is seen as overdone, with recovery expected as oversupply is repurposed and interest rates decline by 2026-2027. Projected FFO/share growth and multiple expansion could drive ARE to $143 by 2030, delivering a 143% gain plus an 8.4% dividend yield.
Alexandria Real Estate Equities, Inc. (ARE) Q3 2025 Earnings Call Transcript
Alexandria Real Estate Equities, Inc. (NYSE:ARE ) Q3 2025 Earnings Call October 28, 2025 2:00 PM EDT Company Participants Joel Marcus - Founder & Executive Chairman Marc Binda - CFO & Treasurer Peter M. Moglia - CEO & Chief Investment Officer Hallie Kuhn - Senior Vice President of Science & Technology and Capital Markets Conference Call Participants Paula Schwartz - Rx Communications Group LLC Farrell Granath - BofA Securities, Research Division Nicholas Joseph - Citigroup Inc., Research Division Richard Anderson - Cantor Fitzgerald & Co., Research Division Anthony Paolone - JPMorgan Chase & Co, Research Division Wesley Golladay - Robert W.
Alexandria Real Estate: Oversupply Torpedoes Guidance
On our previous coverage, we highlighted the big problems that Alexandria REIT faced. The miss this morning validates the thesis. There is a secular trend in place now and we are still not interested in buying.
Alexandria's Q3 AFFO & Revenues Miss Estimates, '25 View Narrowed
ARE's Q3 miss, lower occupancy and rising interest costs drag results, prompting a 2025 FFO guidance cut.
Alexandria Real Estate Equities (ARE) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
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 September 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) Lags Q3 FFO and Revenue Estimates
Alexandria Real Estate Equities (ARE) came out with quarterly funds from operations (FFO) of $2.22 per share, missing the Zacks Consensus Estimate of $2.31 per share. This compares to FFO of $2.37 per share a year ago.
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