Alexandria Real Estate: Moat-Worthy Buy
AREAlexandria Real Estate(ARE) Seeking Alpha·2024-06-25 19:00
KvdB50This 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 thesi ...