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 market presence in key locations, including Greater Boston, the San Francisco Bay Area, New York City, San Diego, Seattle, Maryland, and Research Triangle, Texas, and Canada. The Company is a life science real estate investment trust focused on developing, redeveloping, and operating properties that provide space for lease to tenants in the life science industry.
Employees: 552
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
15% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 84
11.92% more ownership
Funds ownership: 82.28% [Q3] → 94.21% (+11.92%) [Q4]
0% more funds holding
Funds holding: 639 [Q3] → 640 (+1) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 4 (+0) [Q4]
9% less repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 257
6% less capital invested
Capital invested by funds: $17.1B [Q3] → $16.1B (-$1.01B) [Q4]
16% less call options, than puts
Call options by funds: $53.5M | Put options by funds: $64M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$100
34%
upside
Avg. target
$115
54%
upside
High target
$130
75%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
JMP Securities Aaron Hecht 27% 1-year accuracy 13 / 48 met price target | 75%upside $130 | Market Outperform Reiterated | 30 Apr 2025 |
Jefferies Peter Abramowitz 19% 1-year accuracy 3 / 16 met price target | 34%upside $100 | Hold Initiated | 17 Mar 2025 |
Financial journalist opinion
Based on 32 articles about ARE published over the past 30 days
Positive
Seeking Alpha
4 hours ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 9% (May 2025)
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields about 3.74%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 9%.
Positive
Seeking Alpha
4 hours ago
I'm Buying Up To 9% Yield For Recurring Income
Market volatility and global trade uncertainties make income-focused investments crucial. ARCC, a leading BDC, benefits from first-lien senior secured loans, robust portfolio performance, and a strong balance sheet, offering a 9.4% yield. ARE specializes in life science properties, maintains a strong tenant base, and has a long debt maturity profile, offering a 7.2% yield.
Positive
Seeking Alpha
1 day ago
Alexandria Real Estate: How Management Tips Their Hand
Alexandria offers a compelling investment opportunity and the long-term importance of businesses in the life science and biotech space remains unchanged. Interest rates and oversupply from COVID-19 have impacted their business. Neither one has to do with how their business is run. Despite headwinds, Alexandria's 92% net lease tenant base and attractive FFO yield of 11.80% indicate a solid investment.
Negative
Seeking Alpha
1 day ago
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.
Positive
Seeking Alpha
2 days ago
The More It Tanks, The More I Say Thanks
We discuss Warren Buffett's secret to getting rich off of the stock market. Market panic is gifting dividend investors massive bargains—here are four steals to grab now. Find out why savvy investors cheer when prices tumble and how you can cash in on the chaos.
Positive
Seeking Alpha
3 days ago
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.
Neutral
Seeking Alpha
3 days ago
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.
Negative
The Motley Fool
3 days ago
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.
Negative
Seeking Alpha
3 days ago
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.
Positive
Zacks Investment Research
4 days ago
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.
Charts implemented using Lightweight Charts™