Latest ARE news

Is the Options Market Predicting a Spike in Alexandria Real Estate Equities Stock?

Zacks Investment Research · Wed, 23 Sep 2026 12:50:58 -0400

Investors need to pay close attention to ARE stock based on the movements in the options market lately.

The Rate Shock That Didn't Break REITs

Seeking Alpha · Wed, 23 Sep 2026 11:34:22 -0400

REITs are refusing to break despite another rate shock: the 10-Year Treasury reached 5%, yet REITs remain higher by roughly 7% in 2026 as the once-dominant rate correlation weakens further. Solid fundamentals are increasingly doing the heavy lifting, with healthy property-level cash flows, improving earnings visibility, strong dividend coverage, and better balance sheets helping REITs absorb the rate shock. Cooling supply increasingly reinforces fundamentals: excluding Data Centers, REIT development pipelines are roughly 40% below their 2022 peak and 2019 levels; Data Centers remain the exception at seven times 2019 levels.

Undercovered Dozen: Rithm Capital, Sterling Infrastructure, Corning And More

Seeking Alpha · Tue, 22 Sep 2026 11:06:06 -0400

The Undercovered Dozen series spotlights 12 lesser-covered stocks featured on Seeking Alpha. This curated selection aims to provide fresh investment ideas and foster community discussion around under-the-radar equities. Readers are encouraged to engage, share perspectives, and highlight additional overlooked investment opportunities.

2 REITs, $0 I'd Invest: Here's My Case Against The Crowd Favorites

Seeking Alpha · Mon, 14 Sep 2026 09:15:00 -0400

Most equity REITs are uninvestable for high dividend-seeking investors. However, there are some gems to be found. Bargain-hunting high-quality names could be a reasonable approach.

Alexandria Real Estate: Despite Headwinds, It Remains A Buy

Seeking Alpha · Sun, 13 Sep 2026 21:57:39 -0400

Alexandria Real Estate Equities (ARE) remains a Buy, supported by a compelling margin of safety despite headwinds. ARE faces persistent supply-demand imbalances in key life science markets, but recent improvements in venture funding and leasing trends offer cautious optimism. Alexandria is responding defensively — asset sales, a 45% dividend cut, lower G&A, and a pivot to JV capital — as credit downgrades reflect the same headwinds already priced in.

Alexandria Real Estate: The Risk Was At $220, Not At $51

Seeking Alpha · Sun, 13 Sep 2026 13:18:08 -0400

Alexandria Real Estate has declined 75% in five years due to oversupply, higher rates, and a biotech funding slowdown. Despite recent negative rental rate changes and falling occupancy, ARE's best-in-class assets are positioned for a flight to quality as supply dries up. Life sciences market fundamentals are stabilizing, with construction pipelines shrinking and key markets showing early signs of recovery.

Everyone Is Avoiding These REITs: That's The Opportunity

Seeking Alpha · Sun, 13 Sep 2026 07:15:00 -0400

Some of the most hated REIT sectors may offer the biggest upside. European REITs trade at unusually steep NAV discounts. Life science and tower REITs could recover as sentiment turns.

Market information is provided for research and visualization and is not investment advice.