The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...

Sansert Sangsakawrat/iStock via Getty Images Green bond issuance by US equity real estate investment trusts subsided in the first half of 2025, according to an S&P Global Market Intelligence analysis. Datacenter REIT Equinix Inc. (EQIX) was the sole ...

Key Takeaways ARE signs a 16-year lease for 466,598 RSF at Campus Point Megacampus, its 31-year largest life science lease. The build-to-suit San Diego research hub targets LEED Gold Core & Shell, Fitwel and 100% electrification. Campus Point Megacampus may grow to 2.6M RSF, a 420% scale jump since its first acquisition.Alexandria Real Estate Equities, Inc. (ARE) secured the largest life science lease in its 31 years of history by signing a 16-year lease agreement with a longtime multi-national pharmaceut ...

Alexandria Real Estate Equities (NYSE: ARE ) was the first company in the life sciences REIT space and remains the gold standard of the industry. But over the last five years, its stock price has effectively been cut in half. I think theWith a master’s in economics and 15 years of experience spanning both public and private sectors, I bring a global perspective to my investing insights. Having lived and worked in Colombia, Costa Rica, Chile, and Myanmar, I have a firsthand understanding of diverse economic ...

Core Insights - The article presents a bullish case for Alexandria Real Estate Equities, Inc. (ARE) aimed at income-oriented investors, suggesting potential for growth in the company's stock value [1]. Group 1 - The author previously outlined a positive outlook for ARE, indicating that the company may continue to attract income-focused investors [1]. - The article emphasizes the importance of the REIT framework in enhancing liquidity within the pan-Baltic capital markets, which could be beneficial for similar companies in the sector [1].

Company Overview - Alexandria Real Estate (NYSE: ARE) is a leading US REIT company specializing in life sciences, pharmaceuticals, and medical research laboratories with nearly 30 years of experience in the sector [1] Client Portfolio - The company has a portfolio of major international clients, indicating a strong market presence and credibility in the industry [1]

Group 1 - Alexandria Real Estate Equities, Inc. (NYSE: ARE) is characterized as a potentially interesting investment due to its perceived boring nature amidst the excitement surrounding AI stocks [1] - The article suggests that the lack of hype around Alexandria Real Estate Equities may present a unique investment opportunity [1]

Core Viewpoint - The recent sell-offs of Alexandria Real Estate Equities, Oneok, and PepsiCo have resulted in significantly higher dividend yields, making them attractive long-term investment opportunities for dividend income [2][14]. Alexandria Real Estate Equities - Alexandria Real Estate Equities' stock price has decreased due to slowing demand for lab space, leading to a dividend yield exceeding 7% [4]. - The company possesses a high-quality portfolio leased to leading tenants, generating durable cash flows with a conservative payout ratio of 57%, allowing for excess free cash flow for development projects [5]. - Alexandria is heavily investing in lab space development, which is expected to provide stable rental income and support future dividend increases, having grown its payout at an average annual rate of 4.5% over the past five years [6]. Oneok - Oneok's stock has declined partly due to lower oil prices, resulting in a dividend yield around 5% [7]. - The company has shown resilience with 11 consecutive years of adjusted EBITDA growth at an annualized rate of 16%, supported by organic expansion and acquisitions [8]. - Oneok aims to increase its dividend by 3% to 4% annually, benefiting from recent acquisitions and ongoing expansion projects, including an export terminal expected to be operational by early 2028 [10]. PepsiCo - PepsiCo's stock decline has raised its dividend yield to approximately 4.5%, maintaining its status as a Dividend King with 53 consecutive years of dividend growth [11]. - The company is focused on organic revenue growth and margin enhancement through product innovation, projecting 4% to 6% annual organic revenue growth and high-single-digit EPS increases in the long term [12]. - PepsiCo's strong balance sheet supports its portfolio transformation towards healthier options, including recent acquisitions that will bolster its ability to increase dividends in the future [13].

Core Insights - Alexandria Real Estate Equities, Inc. released its 2024 Corporate Responsibility Report, highlighting its commitment to sustainability and corporate responsibility in advancing human health [1][2] Company Overview - Alexandria is a pioneering owner, operator, and developer of collaborative Megacampus™ ecosystems in AAA life science innovation cluster locations, with a market capitalization of $28.8 billion as of March 31, 2025 [4] - The company has a total asset base of 39.6 million RSF of operating properties and 4.0 million RSF of Class A/A+ properties under construction [4] Sustainability Initiatives - Alexandria generated 54% of its annual rental revenue from 95 properties that have achieved or are targeting LEED certification as of December 31, 2024 [5] - The company reduced operational greenhouse gas (GHG) emissions intensity by 18% from 2022 to 2024, working towards a 30% reduction target by 2030 relative to a 2022 baseline [5] - Alexandria won a 2024 Nareit Sustainable Design Impact Award for its innovative use of alternative energy sources in key development projects [5] Community Engagement - The report emphasizes Alexandria's efforts to address mental health issues through partnerships, including a public-private initiative with the Foundation for the National Institutes of Health [5] - The company is committed to enhancing educational opportunities, exemplified by a state-of-the-art learning lab at the Fred Hutch Cancer Center, which opened in May 2025 [5]

Group 1 - The article emphasizes the importance of avoiding speculation and aggressive bets when constructing a retirement income portfolio to fund living expenses [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [2] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [2] - His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2] - Berzins holds a CFA Charter and an ESG investing certificate, and has interned at the Chicago Board of Trade [2] - He is actively involved in thought-leadership activities to support the development of pan-Baltic capital markets [2]