Ride High But Stay Dry: Why I'm Accumulating Cash As The Market Rebounds
The 10-Year Treasury yield signals that the market does not expect a recession in the near term. Current yield levels suggest inflation expectations remain elevated compared to recent years. Investors should interpret the bond market as pricing in persistent inflation rather than imminent economic contraction.
Alexandria Real Estate Equities Looks Juicy But Uncertainty Keeps Me Sidelined
Alexandria Real Estate Equities' 7.3% dividend yield appears well-covered, but is threatened by declining occupancy and political uncertainties impacting biotech funding and drug approvals. Despite beating Q1 2025 earnings expectations, ARE lowered its FY 2025 AFFO guidance, with falling occupancy and rising expenses posing significant risks to dividend safety. The biopharma sector's bear market and high layoffs are reducing lease opportunities for ARE, though long-term leases and investment-grade tenants offer some stability.
Alexandria Real Estate: A Long-Term Opportunity Hiding In Plain Sight
Alexandria Real Estate Equities faces macroeconomic headwinds, funding cuts, and oversupply, but long-term prospects remain strong due to critical assets and future supply-demand balance. Despite a 35% share price drop, ARE's fundamentals are solid with well-covered dividends, prudent capital allocation, and significant future NOI growth from new projects. The market's overreaction presents a buying opportunity; dollar-cost-averaging into ARE can yield long-term benefits, supported by a 7.5% dividend yield.
Alexandria Real Estate Equities, Inc. (ARE) Q1 2025 Earnings Call Transcript
Alexandria Real Estate Equities, Inc. (NYSE:ARE ) Q1 2025 Earnings Conference Call April 29, 2025 3:00 PM ET Company Participants Paula Schwartz - Investor Relations Joel Marcus - Executive Chairman and Founder Hallie Kuhn - Senior Vice President, Science and Technology and Capital Markets Peter Moglia - Chief Executive Officer & Co-Chief Investment Officer Marc Binda - Chief Financial Officer and Treasurer Conference Call Participants Farrell Granath - BofA Securities Nick Joseph - Citigroup Inc. Anthony Paolone - JPMorgan Chase & Co Richard Anderson - Wedbush Securities Inc. Omotayo Okusanya - Deutsche Bank AG Vikram Malhotra - Mizuho Securities USA Michael Carroll - RBC Capital Markets Dylan Burzinski - Green Street Advisors Peter Abramowitz - Jefferies James Kammert - Evercore ISI Institutional Equities Operator Good day and welcome to the Alexandria Real Estate Equities First Quarter 2025 Conference Call. All participants will be in the listen-only mode.
Why Alexandria Real Estate Stock Tumbled on Tuesday
Investors were bearish on the equity of Alexandria Real Estate Equities (ARE -5.68%) throughout Tuesday's trading session. After the office space-focused real estate investment trust (REIT) reported its latest quarterly results, its stock fell and continued to wallow.
Alexandria Real Estate: Bonds Not Buying The Bear Thesis
Alexandria Real Estate Equities delivered a Q1 2025 AFFO beat. The market tanked it further on the news. We look at the headwinds and tell you how we would play it.
Alexandria Q1 AFFO Beats Estimates, 2025 View Lowered
ARE's Q1 results reflect decent leasing activity and higher rental rates. However, lower occupancy and higher interest expenses impacted the performance.
Compared to Estimates, Alexandria Real Estate Equities (ARE) Q1 Earnings: A Look at Key Metrics
The headline numbers for Alexandria Real Estate Equities (ARE) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Compared to Estimates, Alexandria Real Estate Equities (ARE) Q1 Earnings: A Look at Key Metrics
The headline numbers for Alexandria Real Estate Equities (ARE) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Alexandria Real Estate Equities (ARE) Surpasses Q1 FFO and Revenue Estimates
Alexandria Real Estate Equities (ARE) came out with quarterly funds from operations (FFO) of $2.30 per share, beating the Zacks Consensus Estimate of $2.28 per share. This compares to FFO of $2.35 per share a year ago.
2 Exceptional Dividend Bargains Providing Yields At Their Long-Term Highs
While there has been a healthy recovery from the shock in early April, many names are still trading at relatively depressed prices. Within this universe of lower priced stocks, we can find high-quality picks, where the fundamentals have not changed as much as their share prices. In this article, I elaborate on two dividend bargain opportunities that generate historically high yields that are truly sustainable.
Gear Up for Alexandria Real Estate Equities (ARE) Q1 Earnings: Wall Street Estimates for Key Metrics
Beyond analysts' top -and-bottom-line estimates for Alexandria Real Estate Equities (ARE), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
