ARE Stock Recent News

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%).

REITs are priced at decade-low valuations. Even the highest quality REITs are discounted. We highlight three blue-chip REITs that are absurdly cheap.

The 60/40 rule's bond allocation faces risks from inflation; durable income-generating stocks with growing dividends offer a better alternative. In this article, I highlight two such picks that are undervalued and provide well-covered dividends. Both carry moat-worthy asset bases are strongly positioned to deliver potentially rewarding total returns from here.

Dividend stocks may look cheap, but are they actually value traps? We uncover the truth. The REIT, energy, and BDC sectors face major headwinds—find out which stocks to avoid. Our high-yield strategy targets hidden gems while sidestepping the biggest pitfalls.

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%.

REIT dividend yields are historically high. Even high-quality REITs are now offering high dividend yields. We build a REIT portfolio generating $1,000 monthly dividend income.

AI has dominated the market over the past several years, leading it to new highs. However, we think we are likely on the cusp of a major market reversal. We share 3 big opportunities to position yourself to take advantage of it.

The current market offers a historic opportunity for dividend stocks. We detail why this is a historic opportunity for dividend investors. We also discuss some of the names that we are buying to take advantage of this opportunity.

My largest investment since the COVID-19 crash has been midstream. However, a legendary billionaire investor just switched from being bullish to announcing he has started selling MLPs. We share our view on the sector right now.