ARE Stock Recent News

PASADENA, Calif. , Sept. 3, 2024 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE) today announced that the company will conduct a conference call and audio webcast on Tuesday, October 22, 2024, at 3:00 p.m.

U.S. equity markets climbed to record-highs while benchmark interest rates rebounded from eight-month lows on a relatively quiet end-of-summer week as investors parsed a 'Goldilocks' slate of economic data. PCE data showed modest inflationary pressures in July - keeping the Fed on course for multiple rate cuts by year-end - while consumer spending and consumer confidence data topped estimates. Posting gains for a fourth week following a three-week skid in late July, the S&P 500 gained another 0.3% this week. The Dow Jones finished the week at all-time record-highs.

I provide weekly economic insights and a buy list to help investors make informed decisions, emphasizing the importance of understanding economic cycles and political impacts. I analyze political proposals like Trump's tariffs and Harris's price controls, highlighting their potential negative economic effects and advocating for unbiased, clear-eyed economic views. Ray Dalio questions the funding for increased government spending, stressing the need for broad-based productivity and prosperity through education and equal opportunities.

Trump proposes tariffs on imports, potentially exceeding 10%, that are likely to raise costs on American businesses and consumers without spurring a manufacturing revival. Meanwhile, Harris proposes something akin to price controls in order to combat a supposed epidemic of price-gouging and corporate greed. Is corporate price-gouging really the cause of inflation? We examine some charts of profit margins over the last decade.

Like football, REIT investing is about gaining control of real estate. REITs are becoming more attractive to income investors as inflation remains below average REIT yield and interest rates fall. With one company from each of the 19 equity REIT sectors, I offer a starting lineup of 11 companies, 6 reserves, and 2 water boys, for a solid REIT portfolio.

U.S. equity markets rallied while benchmark interest rates remained near the lows of the year after a critical slate of inflation data showed further encouraging signs of cooling price pressures. The Consumer Price Index posted a downside surprise for a fourth straight month, underscored by a "2-Handle" on Headline CPI, which follows a period of historically high inflation from 2021 to 2023. Sparking a renewed "Goldilocks" narrative, Retail Sales data was notably stronger than expected in July - posting its strongest monthly increase in 18 months - while Jobless Claims also moderated.

"May you live in interesting times" is more of a curse than a well-wish, and interesting times these are. Inflation: Real-time data shows CPI overshooting real inflation, impacting monetary policy as well as investor decisions. Rate cuts: Expected cuts in FFR amid weak economy, potential recession, and impact on BDC investments.

In a highly volatile week across global financial markets, U.S. equity markets ultimately finished the week little-changed, while benchmark interest rates rebounded from the lowest levels of the year. Following a historic surge in volatility, stabilization in Asian and European markets, decent jobless claims data, and clarity on the domestic Presidential matchup helped to ease market jitters. Narrowly avoiding a fourth-straight week of losses, the S&P 500 finished flat - staging a late-week rebound after sharp declines early in the week. The Nasdaq remained in "correction territory."

Market volatility is back, and it's taken down high quality stocks like Alexandria Real Estate. Meanwhile, lower interest rates benefit dividend stocks like Alexandria Real Estate and it's poised for strong returns and rebound in price. Alexandria Real Estate carries high-quality assets, strong operating performance, and potential for market-beating total returns.

Investing in commercial real estate that tenants can't operate without is a winning business model. Alexandria Real Estate's revenue slightly missed analysts' expectations in the second quarter while FFO per share surpassed expectations. The REIT has significant liquidity on its balance sheet.