Alexandria Real Estate Equities, Inc. (ARE)

US — Real Estate Sector
Peers: BXP  KRC  SLG  VNO  HIW  AVB  MAA  ESS  REG 

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Key Metrics & Ratings

  • symbol ARE
  • Rev/Share 17.673
  • Book/Share 123.5674
  • PB 0.5108
  • Debt/Equity 0.0
  • CurrentRatio 0.0
  • ROIC 2.2365

 

  • MktCap 10884751393.0
  • FreeCF/Share 8.0504
  • PFCF 7.9113
  • PE -25.8743
  • Debt/Assets 0.0
  • DivYield 0.0839
  • ROE -0.0226

 

  • Rating C-
  • Score 1
  • Recommendation Strong Sell
  • P/E Score 1
  • DCF Score 4
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Downgrade ARE BTIG Research Buy Neutral -- -- Oct. 29, 2025
Initiation ARE Jefferies -- Hold -- $80 Oct. 6, 2025
Downgrade ARE BNP Paribas Exane Neutral Underperform -- -- Oct. 1, 2025
Initiation ARE Cantor Fitzgerald -- Neutral -- $88 Oct. 1, 2025
Initiation ARE BMO Capital Markets -- Outperform -- $100 Sept. 23, 2025
Upgrade ARE Evercore ISI In-line Outperform -- $104 Sept. 15, 2025
Initiation ARE Jefferies -- Hold -- $100 March 17, 2025
Downgrade ARE Citigroup Buy Neutral $130 $125 Sept. 13, 2024

News

Alexandria Real Estate Equities, Inc. (ARE) Q3 2025 Earnings Call Transcript
ARE
Published: October 28, 2025 by: Seeking Alpha
Sentiment: Neutral

Alexandria Real Estate Equities, Inc. (NYSE:ARE ) Q3 2025 Earnings Call October 28, 2025 2:00 PM EDT Company Participants Joel Marcus - Founder & Executive Chairman Marc Binda - CFO & Treasurer Peter M. Moglia - CEO & Chief Investment Officer Hallie Kuhn - Senior Vice President of Science & Technology and Capital Markets Conference Call Participants Paula Schwartz - Rx Communications Group LLC Farrell Granath - BofA Securities, Research Division Nicholas Joseph - Citigroup Inc., Research Division Richard Anderson - Cantor Fitzgerald & Co., Research Division Anthony Paolone - JPMorgan Chase & Co, Research Division Wesley Golladay - Robert …

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image for news Alexandria Real Estate Equities, Inc. (ARE) Q3 2025 Earnings Call Transcript
Alexandria Real Estate: When Tenants Can't Pay, REITs Are No Longer Safe
ARE
Published: October 28, 2025 by: Seeking Alpha
Sentiment: Neutral

Alexandria Real Estate Equities, Inc. faces ongoing headwinds, with soft biotech demand, declining occupancy, and a challenging renewal wave ahead. ARE's exposure to smaller, non-investment-grade biotechs and concentration risk among top tenants heightens vulnerability in a weak macro environment. Dividend safety is in question as management hints at a potential cut, reflecting deteriorating fundamentals and a negative outlook despite a 14-year growth streak.

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image for news Alexandria Real Estate: When Tenants Can't Pay, REITs Are No Longer Safe
Alexandria's Q3 AFFO & Revenues Miss Estimates, '25 View Narrowed
ARE
Published: October 28, 2025 by: Zacks Investment Research
Sentiment: Negative

ARE's Q3 miss, lower occupancy and rising interest costs drag results, prompting a 2025 FFO guidance cut.

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image for news Alexandria's Q3 AFFO & Revenues Miss Estimates, '25 View Narrowed
Alexandria to Post Q3 Earnings: What to Expect From the Stock?
ARE
Published: October 22, 2025 by: Zacks Investment Research
Sentiment: Negative

ARE's Q3 results may show lower revenues and FFO as occupancy pressures weigh on performance.

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image for news Alexandria to Post Q3 Earnings: What to Expect From the Stock?
Insights Into Alexandria Real Estate Equities (ARE) Q3: Wall Street Projections for Key Metrics
ARE
Published: October 22, 2025 by: Zacks Investment Research
Sentiment: Positive

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Alexandria Real Estate Equities (ARE), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2025.

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image for news Insights Into Alexandria Real Estate Equities (ARE) Q3: Wall Street Projections for Key Metrics
Rates Going Lower Next Week: Our Top 5% Dividend Picks Could Soar
ARE, BMY, EPD, MO, VZ
Published: October 21, 2025 by: 24/7 Wall Street
Sentiment: Positive

Investors love dividend stocks, especially those with high yields, because they provide a substantial income stream and offer significant total return potential.

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image for news Rates Going Lower Next Week: Our Top 5% Dividend Picks Could Soar
Alexandria Real Estate Equities Is A Great Prospect Despite Real Challenges
ARE
Published: October 17, 2025 by: Seeking Alpha
Sentiment: Positive

Alexandria Real Estate Equities remains a "Strong Buy" due to its attractive valuation and strategic position in the life sciences REIT sector. ARE is actively recycling its portfolio, selling non-revenue assets and reinvesting proceeds to reduce debt and fund new developments, despite recent revenue and profit declines. The company's megacampus strategy and focus on life sciences position it for long-term growth, even as sector vacancy rates and industry headwinds persist.

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image for news Alexandria Real Estate Equities Is A Great Prospect Despite Real Challenges
20 Years On Wall Street Taught Me: Buy and Hold High-Yield Dividend Giants
ARE, CVX, EPD, MO, VZ
Published: October 01, 2025 by: 24/7 Wall Street
Sentiment: Positive

After a career that spanned two decades of experience at Bear Stearns, Lehman Brothers, and Morgan Stanley, I gained an institutional perspective on dividend stock investing.

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image for news 20 Years On Wall Street Taught Me: Buy and Hold High-Yield Dividend Giants
Alexandria Real Estate: Bucking Trends
ARE
Published: September 30, 2025 by: Seeking Alpha
Sentiment: Positive

ARE demonstrates resilience in a challenging life science real estate market, leveraging its mega-campus model and strong tenant relationships. Despite industry headwinds and high vacancy rates, ARE maintains robust leasing activity, positive spreads, and expects year-end occupancy between 91% and 92.5%. Long-term tailwinds, including projected growth in global pharmaceutical sales and AI-driven demand, position ARE for future success despite current market turbulence.

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image for news Alexandria Real Estate: Bucking Trends
Alexandria Real Estate: Buy This High Yield While It's Cheap
ARE
Published: September 30, 2025 by: Seeking Alpha
Sentiment: Positive

Alexandria Real Estate Equities is rated a 'Buy' for its undervalued price, high 6.3% yield, and strong long-term prospects. ARE's mega-campus strategy, robust tenant base, and critical role in life sciences support resilient cash flows and future growth. Despite recent occupancy pressures, ARE shows signs of recovery with improving leasing activity, a healthy development pipeline, and solid financials.

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image for news Alexandria Real Estate: Buy This High Yield While It's Cheap
Alexandria & Lilly Unite at San Diego's One Alexandria Square
ARE
Published: September 29, 2025 by: Zacks Investment Research
Sentiment: Positive

ARE and Lilly open Lilly Gateway Labs in San Diego, expanding biotech innovation with advanced labs and collaborative space.

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image for news Alexandria & Lilly Unite at San Diego's One Alexandria Square
Meet 16 Ideal "Safer" September Dividend Dogs Of The S&P500
AMCR, ARE, BMY, CAG, CPB, D, DOC, DOW, EIX, ES, FRT, HBAN, HPQ, HRL, IPG, IVZ, KEY, KIM, KVUE, LYB, MO, NVDA, OKE, PFE, RF
Published: September 12, 2025 by: Seeking Alpha
Sentiment: Positive

Sixteen of the thirty-eight highest-yield, 'safer' S&P 500 dividend stocks are highlighted as ready to buy, with adequate free cash flow supporting payouts. Analyst forecasts suggest top ten S&P 500 dividend 'dogs' could deliver 20.45% to 38.5% net gains by September 2026, with an average gain of 27.35%. Stocks like Amcor, Healthpeak, Conagra, Pfizer, and Verizon offer the best combination of high yield and low price, following the O'Higgins 'Dogs of the Dow' strategy.

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image for news Meet 16 Ideal "Safer" September Dividend Dogs Of The S&P500
Cash Cows: 12 High-Yield REITs With Safe Dividends
APLE, ARE, CIO, IIPR, INN, KRC, NLCP, NNN, PINE, RLJ, SELF, SILA, VNQ
Published: September 05, 2025 by: Seeking Alpha
Sentiment: Positive

REITs are attractive now due to low inflation, expected rate cuts, and technical indicators suggesting a bullish trend with up to 40% upside. This article identifies 12 high-yield REITs (5.25%+), each with strong dividend safety grades, outyielding no-risk treasuries. Dividend safety is paramount, and Seeking Alpha's Quant Ratings indicate these REITs show low risk of cuts, supported by solid debt and payout ratios.

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image for news Cash Cows: 12 High-Yield REITs With Safe Dividends
3 REITs That Pay Me $2,000 Each Month
ARE, BX, BYLOF
Published: September 05, 2025 by: Seeking Alpha
Sentiment: Positive

REITs are offering historically high dividend yields right now. They can be great investments to earn passive income. I highlight my three REITs, earning me $2,000 each month.

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image for news 3 REITs That Pay Me $2,000 Each Month
This Stock Has A 6.53% Yield And Sells For Less Than Book
ARE
Published: September 03, 2025 by: Forbes
Sentiment: Positive

Alexandria Real Estate Equities has been named as a Top 10 Real Estate Investment Trust (REIT), according to Dividend Channel, which published its most recent ''DividendRank'' report. The report noted that among REITs, ARE shares displayed both attractive valuation metrics and strong profitability metrics.

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image for news This Stock Has A 6.53% Yield And Sells For Less Than Book
Important Warning To REIT Investors
ARE, KRG, LAND, LANDM, LANDO, LANDP, REXR, SBAC, SILA, VNQ
Published: September 01, 2025 by: Seeking Alpha
Sentiment: Positive

REITs are still heavily discounted. But potentially not for much longer. The anticipated rate cuts could lead to an epic recovery, and investors who position themselves early could enjoy significant upside.

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image for news Important Warning To REIT Investors
Alexandria Stock Gains 19.3% in 3 Months: Will the Trend Continue?
ARE
Published: August 25, 2025 by: Zacks Investment Research
Sentiment: Positive

ARE stock's 19.3% rise in three months is fueled by demand for its Class A/A+ properties, strong occupancy and solid financial footing.

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image for news Alexandria Stock Gains 19.3% in 3 Months: Will the Trend Continue?
Rate Cuts Could Launch These 5 Commercial REIT Stocks Much Higher
ADC, ARE, FRT, O, SPG
Published: August 10, 2025 by: 24/7 Wall Street
Sentiment: Positive

While the December 2024 interest rate cut of 25 basis points may be the last until at least September, it is an excellent bet that the federal funds rate will be lower than today's effective rate of 4.23%, which is already below the long-term average of 4.61%.

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image for news Rate Cuts Could Launch These 5 Commercial REIT Stocks Much Higher
Billionaire Investor Sounds The All-Clear; We Think These Dividend Stocks Could Soar
ARCC, ARE, BIP
Published: July 30, 2025 by: Seeking Alpha
Sentiment: Positive

One of the world's leading investors recently stated that their confidence has been restored in the economy and markets. They shared several sectors where they are particularly bullish right now. We share some of our top picks poised to profit from these macro trends.

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image for news Billionaire Investor Sounds The All-Clear; We Think These Dividend Stocks Could Soar
6%-8% Dividends: 2 Dislocated REIT Bargains
ARE
Published: July 29, 2025 by: Seeking Alpha
Sentiment: Positive

Real estate is currently out of favor, with VNQ underperforming the S&P 500 by about 70 percentage points over three years. Even if it's not truly undervalued, at least the real estate sector doesn't have any signs of a bubble, unlike AI or tech. There are certainly attractive opportunities in the high-quality REIT space, where some picks are further depressed by unique, idiosyncratic issues.

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image for news 6%-8% Dividends: 2 Dislocated REIT Bargains
Alexandria Real Estate For 20%+ Total Return And 6%+ Yield
ARE
Published: July 28, 2025 by: Seeking Alpha
Sentiment: Positive

ARE offers a 6.4% dividend yield at a steep discount, with strong long-term fundamentals and a leading position in life sciences real estate. Recent share price weakness is due to tenant concessions, asset dispositions, and post-pandemic demand normalization, but recovery is expected as concessions expire. Pipeline developments, high occupancy, and potential EU investment should drive FFO growth, supporting a projected 15-20% annual total return over five years.

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image for news Alexandria Real Estate For 20%+ Total Return And 6%+ Yield
Alexandria Real Estate Shows The Efficient Market Hypothesis Is Officially Dead
ARE
Published: July 22, 2025 by: Seeking Alpha
Sentiment: Positive

I've aggressively expanded my Alexandria Real Estate Equities, Inc. position, convinced it's a deep-value REIT with superior long-term return potential versus peers like EPR. ARE's A-tier life science assets and scale create a moat, supporting high occupancy and resilience despite sector oversupply and market pessimism. Dividend coverage is robust, with a conservative 86% CAD payout ratio, and future cash flows are poised to grow as oversupply shrinks and onshoring boosts demand.

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image for news Alexandria Real Estate Shows The Efficient Market Hypothesis Is Officially Dead
Alexandria's Q2 AFFO Beats Estimates, Occupancy Declines
ARE
Published: July 22, 2025 by: Zacks Investment Research
Sentiment: Positive

ARE tops Q2 AFFO estimates on strong leasing and rental gains. However, occupancy dips, and rising interest costs weigh on the company.

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image for news Alexandria's Q2 AFFO Beats Estimates, Occupancy Declines
Powell Pressured As Inflation Cools
ARE, BBRE, DRN, DRV, FR, FREL, FRI, ICF, IYR, JRS, KBWY, LAND, NRO, NXRT, PLD, PPTY, PSA, PSR, REIT, REK, REXR, RFI, RNP, RQI, RWR
Published: July 20, 2025 by: Seeking Alpha
Sentiment: Positive

U.S. equity markets climbed to fresh record-highs this week after a critical slate of inflation data showed that tariff-driven inflation remains muted, while rumors of a potential Powell termination swirled. Supported by data this week showing that core inflation cooled to its slowest pace in over three years, the White House reignited the heat on the head of the Fed. Rebounding from modest declines last week, the S&P 500 advanced 0.6%, notching record highs in three of the past four weeks following a five-month drought.

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image for news Powell Pressured As Inflation Cools
Alexandria to Post Q2 Earnings: What to Expect From the Stock?
ARE
Published: July 18, 2025 by: Zacks Investment Research
Sentiment: Negative

ARE's Q2 earnings may dip as lower occupancy and lease-up risks weigh on revenues and FFO per share.

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image for news Alexandria to Post Q2 Earnings: What to Expect From the Stock?
Alexandria Real Estate Equities, Inc. Wins Its First International TOBY (The Outstanding Building of the Year) Award in Life Science Category for 8 Davis Drive Anchoring the Alexandria Center for Advanced Technologies Megacampus in Research Triangle
ARE
Published: July 17, 2025 by: PRNewsWire
Sentiment: Neutral

PASADENA, Calif. , July 17, 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 announced it has been honored with the 2025 International TOBY (The Outstanding Building of the Year) Award in the Life Science category for 8 Davis Drive on the Alexandria Center® for Advanced Technologies Megacampus in Research Triangle.

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image for news Alexandria Real Estate Equities, Inc. Wins Its First International TOBY (The Outstanding Building of the Year) Award in Life Science Category for 8 Davis Drive Anchoring the Alexandria Center for Advanced Technologies Megacampus in Research Triangle
Green Bond Issuance By U.S. REITs Down In H1 2025
ARE, BXP, DLR, EQIX, PLD
Published: July 17, 2025 by: Seeking Alpha
Sentiment: Negative

Green bond issuance by US equity real estate investment trusts subsided in the first half of 2025, according to an S&P Global Market Intelligence analysis. Datacenter REIT Equinix was the sole US REIT to issue green bonds in the first half, raising roughly $1.67 billion through two euro-denominated offerings. Since 2018, 25 US REITs have issued green bonds, totaling $42.67 billion in proceeds.

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image for news Green Bond Issuance By U.S. REITs Down In H1 2025
Alexandria Secures Lease at Its Megacampus in San Diego
ARE
Published: July 15, 2025 by: Zacks Investment Research
Sentiment: Positive

ARE's securing of a long-term lease from a longtime multi-national pharmaceutical tenant highlights healthy demand for its San Diego Megacampus.

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image for news Alexandria Secures Lease at Its Megacampus in San Diego
Alexandria Real Estate Equities, Inc. Executes Largest Life Science Lease in Company History With Longtime Multinational Pharmaceutical Tenant for a 466,598 RSF Build-to-Suit Research Hub at the Campus Point Megacampus in San Diego
ARE
Published: July 14, 2025 by: PRNewsWire
Sentiment: Neutral

PASADENA, Calif. , July 14, 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 announced that it has executed a 16-year lease with a longtime multinational pharmaceutical tenant for a 466,598 RSF build-to-suit research hub on the Campus Point by Alexandria Megacampus in the University Town Center submarket of San Diego.

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image for news Alexandria Real Estate Equities, Inc. Executes Largest Life Science Lease in Company History With Longtime Multinational Pharmaceutical Tenant for a 466,598 RSF Build-to-Suit Research Hub at the Campus Point Megacampus in San Diego
Alexandria Real Estate: A Rare Opportunity In Life Sciences Real Estate
ARE
Published: July 09, 2025 by: Seeking Alpha
Sentiment: Positive

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.

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image for news Alexandria Real Estate: A Rare Opportunity In Life Sciences Real Estate

About Alexandria Real Estate Equities, Inc. (ARE)

  • IPO Date 1997-05-28
  • Website https://www.are.com
  • Industry REIT - Office
  • CEO Peter M. Moglia
  • Employees 552

Alexandria Real Estate Equities, Inc. (NYSE:ARE), an S&P 500® urban office real estate investment trust (REIT), is the first, longest-tenured, and pioneering owner, operator, and developer uniquely focused on collaborative life science, technology, and agtech campuses in AAA innovation cluster locations, with a total market capitalization of $31.9 billion as of December 31, 2020, and an asset base in North America of 49.7 million square feet (SF). The asset base in North America includes 31.9 million RSF of operating properties and 3.3 million RSF of Class A properties undergoing construction, 7.1 million RSF of near-term and intermediate-term development and redevelopment projects, and 7.4 million SF of future development projects. Founded in 1994, Alexandria pioneered this niche and has since established a significant market presence in key locations, including Greater Boston, San Francisco, New York City, San Diego, Seattle, Maryland, and Research Triangle. Alexandria has a longstanding and proven track record of developing Class A properties clustered in urban life science, technology, and agtech campuses that provide our innovative tenants with highly dynamic and collaborative environments that enhance their ability to successfully recruit and retain world-class talent and inspire productivity, efficiency, creativity, and success. Alexandria also provides strategic capital to transformative life science, technology, and agtech companies through our venture capital platform. We believe our unique business model and diligent underwriting ensure a high-quality and diverse tenant base that results in higher occupancy levels, longer lease terms, higher rental income, higher returns, and greater long-term asset value.