KvdB50 This article was coproduced with Wolf Report. We've been writing about Alexandria Real Estate (NYSE:ARE) since the company was trading at essentially double digits - which is also coincidentally when we last purchased a significant number of shares in the company. In our last article on ARE, which we published at the end of 2023, almost half a year ago now, we considered it the "last good time" to enter the company at an attractive valuation. We're going to use this opportunity to update our thesis o ...

Alexandria Real Estate Equities, Inc.’s (ARE) portfolio of high-quality, niche assets — life science, technology and agtech properties — in strategic markets is well-poised to benefit from solid demand for life science assets due to the increasing need for drug research and innovation. However, a huge development outlay raises the risks of cost overruns and lease-up concerns amid macroeconomic uncertainty and a high interest rate environment. What’s Aiding ARE? Alexandria owns Class A/A+ properties in the A ...

ogichobanov The REIT market (VNQ) is vast and versatile, and just because two companies share the "REIT" acronym does not mean that they have anything else in common. To give you an example: you probably would agree that the fundamentals of an American farmland REIT are completely detached from those of a cell tower REIT operating in Africa or a Mexican industrial REIT. Even then, REITs will often trade as a group as if their fair value were closely correlated with one another. As you can imagine, this ofte ...

文章核心观点 - 投资需要纪律和耐心,不能追求短期暴富[1][2][3][47] - 投资应该关注"错误定价的赌注",寻找风险收益比较高的投资机会[4] - 当前经济环境下,一些房地产投资信托(REIT)公司具有较好的投资价值[7] Equity LifeStyle Properties (ELS) - 公司经营制造房屋社区、RV社区和码头等,受益于人口老龄化和房价上涨趋势[8][9][10][11][12][14][15][16] - 公司经营稳健,核心出租率高达95.1%,每股收益和股息增长率较高[17][18][19][20] - 公司估值合理,预计未来12-15%的年化总回报率[21][22][23] Equity Residential (EQR) - 公司专注于多户型住宅,主要布局在供给受限的市场如旧金山和南加州[25][27] - 公司业绩稳健,同店收入和利润增长良好,受益于高收入人群的租房需求[28][29] - 公司正在扩张,未来几年业绩有望进一步提升[31] - 公司估值合理,有望实现双位数年化回报[32][33][34] Alexandria Real Estate Equities (ARE) - 公司专注于生命科学领域的办公物业,受益于该行业的持续增长[35][36][37][38][40][41] - 公司经营稳健,租金回收率高,抗周期性强[39][42] - 公司业绩增长良好,股息增长率也较高[43] - 公司估值较低,未来上涨空间大[44][45][46]

Alexandria Real Estate Equities, Inc. (ARE) announced a 2.4% sequential hike in its second-quarter 2024 cash dividend payment. Delighting its shareholders, the company will now pay out a dividend of $1.30 per share, up from the $1.27 paid out in the prior quarter. The increased dividend will be paid out on Jul 15 to shareholders on record as of Jun 28, 2024. Based on the increased rate, the annual dividend comes to $5.20 per share. This results in an annualized yield of about 4.42%, considering Alexandria’s ...

gorodenkoff Higher interest rates have significantly reduced investor interest in utilities (XLU) and real estate (VNQ), with these two sectors currently representing only 2.3% and 2.2% of the S&P 500 index (SPY) respectively. This is one of the lowest weightings real estate has had in the index, while technology companies (XLK) are close to a record high. During the dot-com era, tech stocks reached over 35% of the S&P 500's value, while information technology is currently listed with a 29.2% weighting. Sti ...

A view of researchers working in a lab. sanjeri/E+ via Getty Images To me, investing is all about analyzing trends and discerning where the economy and the world is heading. It's compatible with my calculating temperament and personality, so that's probably why I enjoy it so much. One trend that I still believe is showing no signs of slowing down is the need for breakthrough treatments and advances in existing treatments. As many advances have been made in recent years, more than 90% of rare diseases still ...

PASADENA, Calif., May 21, 2024 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE) today announced that the company will conduct a conference call and audio webcast on Tuesday, July 23, 2024, at 3:00 p.m. Eastern Time (ET), in conjunction with the release of its second quarter 2024 operating and financial results. Alexandria will release its operating and financial results after the market closes on Monday, July 22, 2024. To participate in this conference call, dial (833) 366-1125 (U.S.) or (4 ...

MarsBars Berkshire Hathaway's (BRK.A)(BRK.B) annual meeting in Omaha this month made headlines in many ways, and one key takeaway is how its cash balance continues to swell to the tune of a staggering $189 billion. One of the drawbacks to growing a company to the size of BRK is that opportunities to deploy sizable chunks of capital are limited to only the largest of equity market caps out there, namely stocks like Apple (AAPL), Bank of America (BAC), and Chevron (CVX), which are among BRK's top 5 holdings. ...

亚历山大公司投资 - 亚历山大房地产股票（NYSE:ARE）是作者最喜欢的房地产投资信托之一，占据了作者投资组合近5%的份额[1] - 作者在2023年3月开始关注亚历山大公司，并发表了多篇看涨文章，详细阐述了投资该股票的理由[2] 亚历山大公司业绩 - 亚历山大公司在2024年第一季度的财报显示了积极的业绩，包括出色的租赁情况和强劲的净营业收入增长[6] - 亚历山大公司的净营业收入将继续受到积极的现金租金差额、高达3%的平均内置租金上涨率以及新开发项目的推动，这些项目预计将为现有净营业收入增加4-5%[9] - 亚历山大公司的核心业务每年产生约19亿美元的净营业收入，根据市值和净债务，可以计算出暗含的资本化率为5.9%[15] 亚历山大公司股价目标 - 作者认为亚历山大公司的股价目标为每股147美元，考虑到核心业务的预期增长和10年期国债收益率之间的差距[16] - 作者建议为亚历山大公司的风险投资部门增加溢价，将其价值加入到核心租赁业务的估值中，得出每股165美元的总体价格目标[17]