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 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
38% more repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 210
25% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 5 (+1) [Q1 2025]
25% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 73
2% more funds holding
Funds holding: 642 [Q4 2024] → 653 (+11) [Q1 2025]
9% less call options, than puts
Call options by funds: $50.8M | Put options by funds: $55.5M
9.62% less ownership
Funds ownership: 94.49% [Q4 2024] → 84.87% (-9.62%) [Q1 2025]
16% less capital invested
Capital invested by funds: $16.1B [Q4 2024] → $13.6B (-$2.53B) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$95
19%
upside
Avg. target
$113
41%
upside
High target
$130
63%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
JP Morgan Anthony Paolone | 19%upside $95 | Neutral Maintained | 20 May 2025 |
JMP Securities Aaron Hecht | 63%upside $130 | Market Outperform Reiterated | 30 Apr 2025 |
Financial journalist opinion
Based on 23 articles about ARE published over the past 30 days
Positive
Seeking Alpha
8 hours ago
Dogs Of The S&P 500: 14 Ideal 'Safer' July Dividend Buys
High-yield S&P 500 stocks can be risky, but 14 "safer" S&P 500 dividend dogs have strong free cash flow to support payouts and are attractive buys. Analyst forecasts suggest top ten S&P 500 dividend dogs could deliver 27% to 53% net gains by July 2026, with lower-than-market volatility. A market correction could make more high-yield stocks fairly priced; currently, only a select few meet the 'dogcatcher' ideal of yield from $1K invested exceeding share price.
Positive
Seeking Alpha
2 days ago
Alexandria Real Estate: A Rare Opportunity In Life Sciences Real Estate
Alexandria Real Estate Equities is a best-in-class life sciences REIT trading at a deep discount, with fundamentals intact despite sector headwinds. The current nearly 7% dividend yield and a P/FFO at half its historical average create a compelling value opportunity for patient, long-term investors. Early signs of sector recovery—rising VC funding, employment, and leasing—suggest a bottoming and potential re-rating, especially if interest rates decline in 2026.
Positive
Seeking Alpha
5 days ago
Alexandria Real Estate: The Standout Yield-To-Risk REIT Play
ARE offers a cream of the crop REIT investment case at a price that is characteristic to a speculative and deeply cyclical business. The 6.9% yield that we are getting is underpinned by top-tier fundamentals and actually a well-performing business. In the article, I discuss why the several areas where we see ARE struggling do not match the level of discount that is baked into the cake by the market.
Positive
Seeking Alpha
6 days ago
5 Stocks I'm Buying As The 'Big Beautiful Bill' Pushes The Market To New Highs
The Big Beautiful Bill boosts defense, industrials, and manufacturing, but healthcare and some REITs face headwinds from Medicaid cuts and policy shifts. AI optimism and the new legislation are fueling a broad market rally, but I question if AI stocks are outpacing their earnings, signaling a potential bubble. The Magnificent 7 era is over; META, MSFT, NVDA, and AMZN are the new leaders, while AAPL, GOOG, and TSLA face unique challenges in the AI race.
Positive
Seeking Alpha
1 week ago
Alexandria Real Estate: Behind Fantastic Dividends, 3 Key Facts To Understand Its Resilience
Alexandria Real Estate is a sector leader, with a strong client base, long-term leases, and predictable income, making it resilient, despite recent headwinds. The stock's recent 20% decline is driven by short-term revenue contraction and lowered FFO guidance, but I see this as a compelling buy opportunity. ARE boasts a best-in-class dividend profile, stable AFFO and EBITDA growth, and prudent debt management, supporting long-term value and financial flexibility.
Negative
Seeking Alpha
1 week ago
Alexandria Real Estate: The REIT That Nobody Seems To Want (But Maybe Should)
Alexandria Real Estate Equities (ARE) owns a monopoly on top-tier biotech lab real estate, with long-term leases and blue-chip tenants in innovation hubs. Despite current oversupply and weak biotech financing, these headwinds are likely priced in, and new construction is slowing, setting up a recovery. AI-driven drug discovery is creating new demand for specialized lab space, and ARE's flexible, advanced facilities are uniquely positioned to benefit.
Neutral
The Motley Fool
1 week ago
3 Magnificent S&P 500 Dividend Stocks Down 25%+ to Buy and Hold Forever
Despite some volatility earlier this year, the S&P 500 has rallied about 10% over the last 12 months. However, while most stocks are up in the past year, several have missed the market's current rally.
Positive
Seeking Alpha
1 week ago
Invest $100,000 For A 7%-Yielding Inflation-Resilient Dividend Growth Portfolio
I discuss the keys to building a successful high-yield dividend growth portfolio. I share the key sectors to include. I also share some of the best funds and individual stocks for building a portfolio that yields over 7% and generates inflation-beating dividend growth.
Neutral
PRNewsWire
2 weeks ago
Alexandria Real Estate Equities, Inc. Releases 2024 Corporate Responsibility Report Highlighting Its Strategic Initiatives That Catalyze Positive Change for the Benefit of Human Health and Advance Its Sustainability Impact
PASADENA, Calif. , June 25, 2025 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE), the first, preeminent, longest-tenured and pioneering owner, operator and developer of collaborative Megacampus™ ecosystems in AAA life science innovation cluster locations, today released its 2024 Corporate Responsibility Report.
Neutral
Seeking Alpha
2 weeks ago
2 Tactical Moves For Retirement Income Right Now
Retirement income portfolios must prioritize risk mitigation and avoid speculation to safeguard future cash flows and financial independence. So, the notion of making tactical investment plays seems to be inconsistent with such a philosophy. Yet, under certain circumstances and with all of the retirement-proof investment criteria being fulfilled, it could be a justified decision.
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