Alexandria Real Estate Equities
About: Alexandria Real Estate Equities Inc is an urban office real estate investment trust (REIT). It is engaged in the business of providing space for lease to life science, agtech, and technology tenants. The company has established a significant market presence in key locations, including Greater Boston, the San Francisco Bay Area, New York City, San Diego, Seattle, Maryland, and Research Triangle. Alexandria has a longstanding and proven track record of developing Class A properties clustered in urban life science, agtech, and technology campuses that provide tenants with highly dynamic and collaborative environments. Alexandria also provides strategic capital to transformative life science, agtech, and technology companies through venture capital platform.
Employees: 568
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
17% more call options, than puts
Call options by funds: $88.9M | Put options by funds: $76.1M
4% more repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 246
3% less funds holding
Funds holding: 659 [Q2] → 637 (-22) [Q3]
12% less capital invested
Capital invested by funds: $19.2B [Q2] → $17B (-$2.25B) [Q3]
12.05% less ownership
Funds ownership: 94.05% [Q2] → 82.0% (-12.05%) [Q3]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q2] → 4 (-1) [Q3]
24% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 92
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$110
11%
upside
Avg. target
$122
23%
upside
High target
$130
31%
upside
6 analyst ratings
2 positive
33%
4 neutral
67%
0 negative
0%
RBC Capital Michael Carroll 45% 1-year accuracy 10 / 22 met price target | 15%upside $114 | Sector Perform Maintained | 17 Dec 2024 |
Wedbush Richard Anderson 58% 1-year accuracy 15 / 26 met price target | 11%upside $110 | Neutral Maintained | 6 Dec 2024 |
JP Morgan Anthony Paolone 39% 1-year accuracy 7 / 18 met price target | 22%upside $121 | Neutral Downgraded | 27 Nov 2024 |
JMP Securities Aaron Hecht 55% 1-year accuracy 21 / 38 met price target | 31%upside $130 | Market Outperform Maintained | 15 Nov 2024 |
Baird David Rodgers 48% 1-year accuracy 10 / 21 met price target | 31%upside $130 | Outperform Maintained | 8 Nov 2024 |
Financial journalist opinion
Based on 25 articles about ARE published over the past 30 days
Positive
Seeking Alpha
2 hours ago
10 Stocks I'm Buying As REITs Have Never Looked So Good
The recent market selloff, driven by the Fed's revised rate-cut forecast, has made high-quality REITs attractively priced for long-term dividend growth investors. Despite poor stock price performance, REITs have strong fundamentals, with favorable earnings yield spreads and dividend yields compared to the broader market. REITs are undervalued due to being treated as bond proxies, but their strong commercial real estate fundamentals and historical outperformance post-Fed rate cuts suggest a buying opportunity.
Negative
Seeking Alpha
1 day ago
REITs Are Suffering, Time To Switch Emotions Off And Act Rationally
Going into 2024, the consensus was that REITs would surge higher. While the base rates have dropped, the REIT investment case has failed. Yet, as long as the objective is to extract durable income, I would argue that now is the right time to make huge moves in the REIT segment.
Positive
Seeking Alpha
2 days ago
December's 5 Dividend Growth Stocks With 4.51%+ Yields
Dividend growth stocks, though not often the most exciting, can offer the potential for growing wealth and passive income over the long run. Every month, we screen for potential opportunities, starting with initial parameters, including dividend safety, growth, and consistency. Of course, further due diligence is essential; these initial screenings are just that “initial” and highlight potential names worth considering further but require further due diligence.
Positive
Seeking Alpha
3 days ago
Income Investor's Dream: 2 Great Bargains For A Rich Retirement
Alexandria Real Estate offers a 5.2% yield, strong financial health, and a unique life sciences-focused REIT model with robust occupancy and growth prospects. Plains All American provides a 7.2% yield, benefits from growing Permian Basin volumes, and has a disciplined capital allocation with a strong balance sheet. Both ARE and PAA are undervalued, presenting high-yield opportunities for income investors with potential for market-beating total returns.
Negative
Seeking Alpha
3 days ago
Alexandria Real Estate Is In Trouble And I'm Ready To Buy
ARE is a leading REIT in life science properties, facing challenges due to a downturn in the life science market. ARE's shares have dropped 55% from their peak but continue to grow FFO per share. ARE's strategic moves include a $500 million share repurchase plan.
Positive
Seeking Alpha
4 days ago
Alexandria Real Estate: Excellent Countertrend Play On Multi-Year Big Tech Bust
Alexandria RE is significantly undervalued compared to other U.S. equities, presenting a buy opportunity for contrarian investors. Historical performance during the Dotcom technology bust period suggests ARE could see robust gains years into the future, from countertrend capital flows toward value and income ideas. ARE's balance sheet is strong with low fixed-rate debt and operations stable with mostly pharmaceutical tenants, making it a safer investment amid potential market volatility.
Positive
Seeking Alpha
5 days ago
All I Want For Christmas Are A Few Great REITs
I'm excited to present my top 5 undervalued REITs for Christmas. VICI Properties, Realty Income, Alexandria Real Estate, American Tower, and Rexford Industrial are highlighted for their strong growth potential and attractive valuations. Each REIT offers significant upside potential by the end of 2025, with well-covered dividends and solid balance sheets.
Neutral
Seeking Alpha
6 days ago
Fed Ahead
Ahead of the Federal Reserve's critical interest rate decision next week, U.S. equity markets snapped a three-week winning streak as benchmark interest rates jumped to the cusp of five-month highs. Lukewarm CPI and PPI inflation reports were "good enough" to solidify another Fed rate cut next week, but "sticky" trends called into question the outlook for continued easing in 2025. After setting a series of fresh record-highs in the prior week, the S&P 500 slipped 0.6% this week, but still remains on pace for its best year since 2019.
Negative
Seeking Alpha
1 week ago
Earnings Metrics Of Several U.S. Office REITs Drop In Q3
Most US office REITs ended Q3 with weaker operating metrics compared with the previous 3-month period, as demand for offices continued to drop amid higher rent. In terms of recurring EBITDA, 13 office REITs reported quarter-over-quarter declines during the third quarter, while eight recorded gains. US office REIT stocks outperformed the Dow Jones Equity All REIT Index during the third quarter as well as the S&P 500.
Neutral
PRNewsWire
1 week ago
Alexandria Real Estate Equities, Inc. to Hold Its Fourth Quarter and Year End 2024 Operating and Financial Results Conference Call and Webcast on January 28, 2025
PASADENA, Calif. , Dec. 11, 2024 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE) today announced that the company will conduct a conference call and audio webcast on Tuesday, January 28, 2025 at 3:00 p.m.
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