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
38%
upside
Avg. target
$115
58%
upside
High target
$130
79%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
JMP Securities Aaron Hecht 39% 1-year accuracy 20 / 51 met price target | 79%upside $130 | Market Outperform Reiterated | 30 Apr 2025 |
Jefferies Peter Abramowitz 13% 1-year accuracy 2 / 16 met price target | 38%upside $100 | Hold Initiated | 17 Mar 2025 |
Financial journalist opinion
Based on 28 articles about ARE published over the past 30 days
Positive
Seeking Alpha
10 hours 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
1 day 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
1 day 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
1 day 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
1 day 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.
Positive
Zacks Investment Research
2 days ago
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.
Positive
Zacks Investment Research
2 days ago
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.
Positive
Zacks Investment Research
2 days ago
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.
Neutral
PRNewsWire
2 days ago
Alexandria Real Estate Equities, Inc. Reports: 1Q25 Net Loss per Share - Diluted of $(0.07); and 1Q25 FFO per Share - Diluted, as Adjusted, of $2.30
PASADENA, Calif. , April 28, 2025 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE) announced financial and operating results for the first quarter ended March 31, 2025.
Positive
Seeking Alpha
4 days 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.
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