ARE Alexandria Real Estate Equities Inc.

$ARE Bought more at $40.1 as the dividend is 200 bps higher than the ten year treasury yield

$ARE Modeling for a catastrophic additional 25% rent decline across all of the properties but at a 93% occupancy rate still means this should be at around $50-55 depending on how you estimate P/FFO. Seems we're at a very low point of a cycle. I'm assuming 93% occupancy rate as that is a sustainable level for a REIT to be at if it is going to survive and grow long term. It's also the level thats close to a full recovery of previous occupancy levels. Question is if you think we will ever reach 93% occupancy again, which I feel the answer to that is very obviously yes even if it take 1-2 years. The next question is if you think in 1-2 years when the occupancy recovers where the rent will be relative to now (not relative to it's peak but at it's current point where it's already declined so much) - With -10% rent spread it would be valued around $64 - 0% change in rent spread would be $72 - +10% change in rent spread would be $80

$ARE John Kim called this a buy at $80 last year when the bay area vacancies were at 32.8%. Now one year later John Kim is telling you to sell at $42 when the bay area vacancies have decreased to 30.7%. Ill let you be the judge on if this guy seems like a reliable analyst or not

$ARE Analysts should have already known about the declining growth of biotech in the sense that that it couldn't continue infinitely expanding at the rate it did in 2021. and they were kind of idiots to think otherwise. The 10-year historical average of price to FFO is 18.4x, in 2021 it was 24.2x, in 2024, it was 12.4x which was already about 30% lower than average. Right now we're sitting at about 6.4x which is half of what it was in 2024. I think to any reasonable analyst, which is quite hard to find nowadays, they would honestly I can continuously project a fair price to FFO range even with the current headwinds at around 9 to 12x.

$ARE if you asked me 1 month ago I would’ve have bet my left nut that this would not have gone back to $43 range especially not in the span of a couple weeks. Pretty insane.

$ARE it could be worse guys! It’s only down 30% in a month after already falling 80% in the last 5 years, oh wait 🤣

$ARE Three reasons to buy: 1-The dividend is well covered, even if FFO decreases 2-The stock is getting very oversold 3-The stock is near a strong one year support level

$ARE XLRE and VNQ up 2-3% on the week and ARE down almost 8%. SEC time to check for whom are those "analysts" working for. If you downgrade a stock and then your employer is buying you should be in jail.

$ARE What’s amazing is that there are like 5 or 6 people on this board that give a shit about this company. Probably the best value for a quality REIT out there right now. Not complaining, thrilled to be able to continually add at these prices

$ARE Is there an inverse ETF for John Kim, the analyst downgrading? Seems like inversing his calls yields some money

$ARE Check out this shocking number, on September 23rd during the 1 hour period where the stock fell by 3% the intraday Amihud ratio was ~26:1. This means that for every 3-4 cents or so that was traded, it brought the stock price down by $1. Pretty insane. 🤭 Anyone have thoughts?

$ARE we were here 6 months ago, didn’t think we’d be back at these levels any time soon 😭

$ARE The one month chart looks like a falling knife that is going bankrupt in a few months. Adding cheap shares

$ARE Pretty sure Fed Williams just doesnt want my position to fill now i have to lower it again. maybe I'll just set my midpoint as my first fill and not look again until after elections

$ARE I'm taking a 4% profit. An angry bird in the hand is worth two happy birds in the bush 😉

$ARE One of the best REITs to buy right now at these valuations. I’ve been accumulating since taking a stake in the low $40 range earlier in the year. When it gets sub $50 I see it as a buy. With the Div you are paid to wait for the stock price rerate… Play it as ya see it! GLA! 🍻

$ARE bullish or bearish, it all depends in Q3 2026 earnings report scheduled for October 26, 2026. Not looking good imho

$ARE Continuing to add slowly on the way down. No leaps yet. If we get into the mid 30s will start adding leaps.

$ARE Continuing to add weekly or as cash becomes available while it’s sub 50. Could easily see high 30s before starting the climb back up - im not going to predict the bottom perfectly so no sense in trying

$ARE plan was to start a new position at 43.50, it should get there within the next few days. However, that puts it at 6.6% dividend and property values are still unrealistically high and making me doubt that entry with bonds looking to break 6%. At least I would be back with good company though. Will have to consider it as we go into a traditionally bad REIT market.