$ARE

Alexandria Real Estate Equities Inc

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$ARE

Alexandria Real Estate Equities Inc

Past 12mo:5mentions1voices

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All voices5 mentions since Oct 2025calls only

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Frequently asked

Who mentions $ARE most on Surfaced?

@ragingventures (Raging Capital Ventures) mentions $ARE most — 5 mentions in the past 12 months.

When was $ARE first mentioned on Surfaced?

The earliest tracked mention of $ARE in the Surfaced archive was on Oct 22, 2025.

How many voices track $ARE?

1 FinTwit voice has mentioned $ARE 5 times in the past 12 months.

What kind of voices mention $ARE most?

$ARE is mentioned most by Long Research voices on Surfaced.

Recent mentions

5 mentions

@ragingventuresNov 21, 2025 · 12:12 AM

@Mr_Neutral_Man $ARE reminds me of $SPG circa 2020

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@ragingventuresOct 30, 2025 · 12:24 AM

I think the $SPG during Covid analogy will prove to be the case for $ARE, but we shall see. Like life sciences today, bears made the same kind of arguments about malls and e-commerce and burn rates et al. But I think owning key properties in the Mission and Cambridge etc is like owning Bal Harbour and Short Hills. $ARE should be okay if they high grade their portfolio and take prudent actions to work through this.

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@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 28, 2025 · 12:59 AM

$ARE pretty downbeat tonight, sounds like they will cut ‘26 div to help fund remaining capex while writing a bunch of stuff down. Maybe we get a cleanse into their December Investor Day when they will introduce 2026 guidance. The assets still intrigue me long term.

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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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