Added to YB: 2025-12-03
Pitch date: 2025-10-01
ARE [bearish]
Alexandria Real Estate Equities, Inc.
+46.6%
current return
Author Info
No bio for this author
Company Info
Alexandria Real Estate Equities, Inc. an S&P 500 company, is a best-in-class, mission-driven life science REIT making a positive and lasting impact on the world.
Market Cap
$7.5B
Pitch Price
$80.62
Price Target
N/A
Dividend
10.81%
EV/EBITDA
11.80
P/E
-5.13
EV/Sales
7.76
Sector
Health Care REITs
Category
N/A
Alexandria Real Estate Equities, Inc. - $ARE (short)
ARE short: Life sciences REIT facing cyclical+structural headwinds. 25% vacancy w/ 7%+ new supply coming despite overbuilding. Biotech funding plummeted, tenants struggling (60%+ market cap declines). Structural shift to CROs vs in-house labs reduces demand. 20% rent drop = $1.2B AFFO hit vs $890M dividend. All metrics deteriorating.
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