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Stock impact report

Alexandria Real Estate Equities, Inc. (ARE): A Bear Case Theory [Yahoo! Finance]

Alexandria Real Estate Equities, Inc. (ARE) 
Last alexandria real estate equities, inc. earnings: 4/27 04:10 pm Check Earnings Report
Company Research Source: Yahoo! Finance
In this article, we will summarize the bears' thesis on ARE. Alexandria Real Estate Equities, Inc.'s share was trading at $54.64 as of January 13th. ARE's trailing and forward P/E were 150.89 and 16.69 respectively according to Yahoo Finance. Alexandria Real Estate Equities (ARE), long considered a reliable high-yield REIT, recently slashed its dividend by 45%, surprising many investors. The company, a premier landlord for the life science industry, owns large “Mega Campuses” in key innovation hubs like Boston, San Francisco, and San Diego, leasing to pharmaceutical giants such as Eli Lilly, Bristol Myers Squibb, and Moderna, as well as early-stage biotech firms and research divisions of universities. Despite a strong balance sheet and high-quality assets, Alexandria's concentration in life sciences has exposed it to a severe, structural downturn across the industry. Four major headwinds—tightening NIH funding, declining venture capital for startups, FDA leadership turnover and de Show less Read more
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