$ARE

Alexandria Real Estate Equities Inc

$ARE

Alexandria Real Estate Equities Inc

Past 12mo:6mentions2voices

All voices2 calls since Oct 2025show all

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Recent calls

2 calls

@ragingventuresOct 29, 2025 · 9:47 PM

Bought a bunch of $ARE today sub $60 after downbeat results on Monday. Investors are tentative ahead of possible 2026 div cut at their December Investor Day. Life sciences markets are currently oversupplied but many of $ARE's properties in San Diego, Boston and San Fran are scarce assets. Overall, their portfolio is mostly triple net leases with 3% annual step-ups and 7+ year average duration. $ARE should be able to work through its development pipeline. Like buying $SPG coming out of Covid, $ARE owns high-class assets and the stock should recover in time.

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@ragingventuresOct 22, 2025 · 1:51 AM

Two out-of-favor stocks that currently intrigue me: $FDS and $ARE FactSet is trading at valuation levels it last traded at post-GFC with strong cash flows and balance sheet. Shouldn’t AI be more of a growth opportunity than risk? Alexandria owns scarce pharma/lab space in key SF, Cambridge, and San Diego markets. Market got oversupplied and investors are worried about government cutbacks. But valuation is very undemanding and balance sheet is high quality for a REIT. Feels a bit like $SPG coming out of Covid. Thoughts?

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About this stock

$ARE received 6 mentions over a 12-month period from October 2025 through January 2026, discussed by 2 distinct FinTwit voices. @ragingventures (Raging Capital Ventures) accounted for 5 of those mentions, while @investmentguru_ (InvestmentGuru) contributed 1 mention. The ticker was first mentioned on October 22, 2025, with the most recent discussion occurring on January 19, 2026. The dominant discussion category centered on long research, with @ragingventures drawing comparisons between $ARE and other real estate equities.

AI-generated from tracked posts · updated Jul 10, 2026