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 6,831 funds
0
Analysts bullish %
of 5 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: $19.5B [Q2] → $17.3B (-$2.25B) [Q3]
12.11% less ownership
Funds ownership: 95.62% [Q2] → 83.51% (-12.11%) [Q3]
16% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 83
20% less funds holding in top 10
Funds holding in top 10: 5 [Q2] → 4 (-1) [Q3]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$110
16%
upside
Avg. target
$121
28%
upside
High target
$130
38%
upside
5 analyst ratings
2 positive
40%
3 neutral
60%
0 negative
0%
JMP Securities Aaron Hecht 50% 1-year accuracy 27 / 54 met price target | 38%upside $130 | Market Outperform Reiterated | 29 Jan 2025 |
RBC Capital Michael Carroll 59% 1-year accuracy 13 / 22 met price target | 21%upside $114 | Sector Perform Maintained | 17 Dec 2024 |
Wedbush Richard Anderson 58% 1-year accuracy 18 / 31 met price target | 16%upside $110 | Neutral Maintained | 6 Dec 2024 |
JP Morgan Anthony Paolone 39% 1-year accuracy 7 / 18 met price target | 28%upside $121 | Neutral Downgraded | 27 Nov 2024 |
Baird David Rodgers 65% 1-year accuracy 17 / 26 met price target | 38%upside $130 | Outperform Maintained | 8 Nov 2024 |
Financial journalist opinion
Based on 19 articles about ARE published over the past 30 days
Negative
Seeking Alpha
2 days ago
Volatility Is Back
US equity markets posted modest declines this week amid a "DeepSeek" tumble, while interest rates declined to six-week lows as markets responded to the pause in the Fed's rate-cutting cycle. The Nasdaq 100 was the center of the action this week, dipping 1.4% on concern over potential competition from Chinese startup DeepSeek, which sparked a sharp sell-off in AI-darlings. Real estate equities were among the stronger performers for a third-straight week, buoyed by easing interest rates and by a relatively solid start to REIT earnings season.
Positive
Seeking Alpha
4 days ago
Huge Yields And Big Buybacks: Stocks I Am Buying Hand-Over-Fist
Investing in high dividend yields and large buyback stocks reduces speculation, ensuring attractive total returns with minimal growth needed. Huge capital returns to shareholders via dividends and buybacks also typically imply a solid balance sheet and significant management confidence in the business. I share three deeply undervalued opportunities that offer high yields and are buying back a lot of stock.
Neutral
PRNewsWire
5 days ago
Alexandria Real Estate Equities, Inc. Announces Pricing of Public Offering of $550,000,000 of Senior Notes due 2035
PASADENA, Calif. , Jan. 30, 2025 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. ("Alexandria" or the "Company") (NYSE: ARE) today announced that it has priced a public offering of $550,000,000 aggregate principal amount of 5.50% senior notes due 2035 (the "notes").
Neutral
PRNewsWire
5 days ago
Alexandria Real Estate Equities, Inc. Announces Public Offering of Senior Notes
PASADENA, Calif. , Jan. 30, 2025 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. ("Alexandria" or the "Company") (NYSE: ARE) today announced that it is commencing an underwritten public offering, subject to market conditions, of senior notes (the "notes").
Positive
Seeking Alpha
5 days ago
Alexandria Real Estate: Buy The Dip
Alexandria Real Estate is a top-tier REIT with strong cash flow, high tenant loyalty, and excellent management, currently undervalued by the market. Despite recent mixed results, ARE's fundamentals remain strong, with a 6% FFO growth and efficient tenant collections at 99.8%. The company's valuation is attractive at less than 12.7x P/AFFO, with a historical average of 21x P/E, justifying a "BUY" rating.
Negative
Seeking Alpha
6 days ago
Alexandria Real Estate: Debunking The Bear Thesis
Alexandria Real Estate is a battleground stock. It is today heavily discounted because of what we believe to be temporary issues. We debunk the bear thesis and explain why we are buying the stock.
Neutral
Seeking Alpha
1 week ago
Alexandria Real Estate Equities, Inc. (ARE) Q4 2024 Earnings Call Transcript
Alexandria Real Estate Equities, Inc. (NYSE:ARE ) Q4 2024 Results Conference Call January 28, 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 Anthony Paolone - JPMorgan Rich Anderson - Wedbush Wes Golladay - Baird Vikram Malhotra - Mizuho Tom Catherwood - BTIG Dylan Burzinski - Green Street Omotayo Okusanya - Deutsche Bank Jim Kammert - Evercore Jamie Feldman - Wells Fargo Michael Griffin - Citi Operator Good afternoon, and welcome to the Alexandria Real Estate Equities Fourth Quarter and Year-End 2024 Conference Call. All participants will be in listen-only mode.
Positive
Zacks Investment Research
1 week ago
Alexandria Q4 AFFO Meets Estimates, Revenues Increase Y/Y
ARE's Q4 results reflect a year-over-year rise in revenues, backed by decent leasing activity and higher rental rates despite higher interest expenses.
Neutral
Zacks Investment Research
1 week ago
Compared to Estimates, Alexandria Real Estate Equities (ARE) Q4 Earnings: A Look at Key Metrics
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 December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 week ago
Alexandria Real Estate Equities (ARE) Q4 FFO Match Estimates
Alexandria Real Estate Equities (ARE) came out with quarterly funds from operations (FFO) of $2.39 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $2.28 per share a year ago.
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