TheaDesign Valuation has been forgotten in this market. REIT stocks have suffered from fear as continued problems in office cast a gloom over commercial real estate. Office is now only 3% of the REIT index, yet it has taken down AFFO multiples across the sector. High quality REITs are now trading at multiples that should be reserved for junky companies. There are 72 REITs trading below 15X AFFO and the majority of these are steadily growing earnings. We believe forward returns on these REITs will be wel ...

All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a ...

租赁延期 - Alexandria Real Estate Equities, Inc. (ARE)最近与长期信用租户武田制药签订了续约和10年租赁延期协议[1] - 此次租赁延期将持续至2040年3月31日，确保了该物业的长期稳定租金收入[2] - 武田制药是一家以研发为驱动、以患者为中心的制药公司，对亚历山大中心在肯德尔广场的长期承诺体现在提前续约上[3] 公司背景 - 亚历山大在1999年进入剑桥次市场，目前在运营的三个主要大型校园总共超过540万平方英尺[5] - 肯德尔广场被誉为“地球上最具创新力的一平方英里”，是这些大型校园的所在地[6] - 亚历山大中心在肯德尔广场大型校园截至2023年12月31日拥有280万平方英尺的运营物业和约21.6万平方英尺的潜在未来发展空间[7] 租户群体 - 亚历山大服务于高质量公司的多样化租户群体，包括跨国制药公司、公共和私人生物技术公司、复杂药物制造商和高级投资级公司和机构以及技术实体[10] - 截至2023年12月31日，投资级或上市大市值租户占年度租金收入的52%，所有租户的加权平均剩余租约期限为7.4年，亚历山大前20名租户的剩余租约期限为9.6年[11] 股价表现 - 过去三个月，这家Zacks排名第3（持有）公司的股价上涨了3.4%，超过了行业的2.7%[12]

PASADENA, Calif., Feb. 28, 2024 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE) today announced that the company will conduct a conference call and audio webcast on Tuesday, April 23, 2024, at 3:00 p.m. Eastern Time (ET), in conjunction with the release of its first quarter 2024 operating and financial results. Alexandria will release its operating and financial results after the market closes on Monday, April 22, 2024. To participate in this conference call, dial (833) 366-1125 (U.S.) or ...

公司合作项目 - 公司与 Verily 合作创建了 OneFifteen，这是一个独特的全方位护理模式，旨在治疗成瘾问题[2] - 公司与前国会议员 Patrick J. Kennedy 和 The Kennedy Forum 合作举办了第二届关键性的 Alexandria 峰会，旨在推动开发新型、有效的精神疗法[2] - 公司与海豹突击队基金会合作，帮助其应对海军特种作战人员和退伍军人对专门精神健康支持的不断增加需求[5] 公司推动精神健康 - 公司通过与尊敬的非营利组织和行业领袖合作，打破了围绕精神疾病的污名，推动精神健康成为整体健康的重要组成部分，并帮助推动安全有效治疗的发展[4] 公司举办峰会 - 公司在华盛顿举办第二届关键性的 Alexandria 峰会，旨在推动开发新型、有效的精神疗法，以解决巨大的未满足需求[1] 公司业务领域 - Alexandria Real Estate Equities, Inc. 是一家在生命科学地产领域具有卓越声誉的公司[6]

Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend y ...

股价表现 - 上市公司ARE的股价在2022年4月达到112美元后下跌了24%[3] 基本面表现 - ARE的基本面表现强劲，具有4.3%的股息收益率，且有望实现股息增长[5] 财务状况 - ARE的财务状况良好，FFO支付比率低于评级机构的要求，长期债务评级为BBB+，在未来的10年内有望实现277%的累计总回报[6][7][8] 收入增长 - ARE在2023年第四季度实现了13%的总收入增长，FFO每股增长6.5%，并预计2024年FFO每股将增长5.6%[9][10][11][12][13][14] 收购计划 - ARE计划在2024年收购价值2.5亿至7.5亿美元的物业，并发行10亿美元的债券，以支持收购和项目[15][16] 股息增长 - ARE的季度股息每股在过去五年累计增长了30.9%，预计未来仍将保持类似的股息增长[18][19] 风险 - ARE存在一些风险，包括建设项目成本超支和时间延误，以及物业发生霉菌和其他空气质量问题的风险[20][21] 领导地位 - ARE被认为是一个高质量的生命科学REIT领域的领导者，具有回归均值潜力，基本面强劲，有望获得更高的估值[23]

公司概况 - Alexandria Real Estate Equities (ARE) 是一家专注于向生命科学领域的生物技术和大型制药公司出租物业的蓝筹房地产投资信托公司[1] - ARE 自1997年上市以来一直取得了令人瞩目的股东回报，并且持续实现增长，10年FFO每股复合年增长率为7.4%[1] 租赁情况 - ARE 在2023年第四季度继续保持了近乎完美的租金收款率和94.6%的出租率，租赁量达到了4.3百万平方英尺，租约平均期限为11.3年，租金差价为29.4%[7][8] - ARE 的发展项目管道强劲，全年新增的2.5百万平方英尺空间从一开始就被完全出租，预计每年通过新开发项目产生约1.5亿美元的增量净营业收入[10] 财务状况 - ARE 的财务状况稳健，债务的98.1%是固定利率，平均债务期限为12.8年，即使利率上升，利息支出也不会显著增加[11] - 根据作者的计算，ARE 预计每年的现金流将稳步增长6-8%，目标股价为每股170美元，年化回报率超过20%[12][15]

Sean Anthony Eddy Well, phooey. Alexandria Real Estate (NYSE:ARE) turns out to be just another ordinary REIT, with lower likely shareholder returns than some of them. I had thought they were a much stronger grower than they are. But perhaps there was a clue in their unique mission statement (from the 8-K): To create and grow life science ecosystems and clusters that ignite and accelerate the world’s leasing innovators in their noble pursuit to advance human health by curing disease and improving nutriti ...

BrettCharlton The year was 2020. The day was February 24. And we had no idea what we were in for. We thought we did, at least to some degree. But how wrong we were. Yet, one way or the other, Warren Buffett didn't care. He flat-out said so in an interview with CNBC early that morning. The discussion began as the show flashed "breaking news" that the Dow was set "to fall 800 points at open." And that was after it had fallen more than 350 points in the previous two-day span. Yet there Buffett was, sitting cal ...