Added to YB: 2025-12-03
Pitch date: 2025-10-01
ARE [bearish]
Alexandria Real Estate Equities, Inc.
+34.79%
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
$9.4B
Pitch Price
$81.89
Price Target
N/A
Dividend
8.64%
EV/EBITDA
12.75
P/E
-6.41
EV/Sales
8.38
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.
Read full article (2 min)