ARE Stock Recent News

Alexandria Real Estate Equities (ARE) is deeply undervalued, trading at just 10x AFFO with a 5.52% dividend yield, offering a 50% upside over three years. ARE's unique life science real estate assets in key markets are critical for top biotech and pharmaceutical companies, ensuring strong demand and high-quality tenants. The company has a robust development pipeline, high leasing rates, and strong financials, with 77% of rental revenue from Megacampuses and 52% from investment-grade tenants.

US equity markets slumped this week - while benchmark interest rates tumbled to two-month lows - after downbeat economic data and cautious corporate commentary sparked concern over slowing economic growth. Compounded by some unsettling COVID-related headlines late in the week, investors adopted a more "risk off" position after consumer and business survey data picked up a sudden negative sentiment shift. After notching a pair of record-highs early in the week, a two-day tumble sent the S&P 500 lower by 1.6% on the week. Small-Caps and Mid-Caps both dipped over 3%.

I screened for high-quality, competitively advantaged REITs to deliver 29% annualized returns in 2025; the portfolio is on target with a 5.4% YTD return. Top performers include Terreno (+13.5%), EastGroup (+12.7%), and Realty Income (+7.9%), while Ryman Hospitality (-4.6%) and Alexandria (-0.7%) lag. Strong balance sheets and strategic market positioning are key factors for REITs like EastGroup, Terreno, and Rexford, supporting my buy and strong buy ratings.

Alexandria Real Estate has experienced a 50% drop in share price, but its high-quality life science assets and strong tenant base suggest this decline is unreasonable. There are risks due to a (current) oversupply in this sector, but a flight to quality should protect ARE going forward. With a well-covered dividend and prudent capital allocation, including buybacks, my conservative analysis warrants at least a $130 share price (+36%).

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US equity markets flirted with fresh record-highs this week while benchmark interest rates hovered around two-month lows as investors weighed positive earnings news against uncomfortable hot inflation data. Complicating the policy outlook for the Federal Reserve, CPI data showed the fastest monthly rise in consumer prices since August, prompting a pledge from Powell for "more work to do." Snapping a two-week losing streak, the S&P 500 rebounded by 1.5%, closing fractionally below its prior record-high set in late January. The tech-heavy Nasdaq 100 rallied nearly 3%.

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