Professional
Added to YB: 2025-01-24
Pitch date: 2025-01-21
ARE [bullish]
Alexandria Real Estate Equities, Inc.
-44.35%
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
$95.96
Price Target
N/A
Dividend
8.64%
EV/EBITDA
12.75
P/E
-6.41
EV/Sales
8.38
Sector
Health Care REITs
Category
value
Davis Real Estate Fund Portfolio Holding: Alexandria Real Estate Equities, Inc.
ARE: Life science REIT facing headwinds from new supply narrative. Market overreacts to challenges in certain submarkets like Sorrento Mesa. ARE's developments outperform competitors (70% pre-leased vs 8% for others). Long-term prospects remain strong despite near-term rent pressure. Stock unfairly penalized; remains top holding.
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