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. ...

blackredDear readers, Alexandria Real Estate Equities (NYSE:ARE) has been one of my favorite REITs and represents one of my largest REIT holdings today at nearly 5% of my portfolio. Therefore, it should not come as a surprise that I have spent a lot of time researching the stock. I started coverage on the stock in March 2023 and have published a number of bullish articles since, outlining my reasons for investing in the stock. In September 2023, I dove deep into Alexandria's business model and tried to ...

Altayb Introduction The other day, I came across the chart below. While I usually don't use old charts - let alone charts that turned five years old earlier this year - there are two interesting findings. The average investor is horrible at managing his/her investments. In the 1999-2018 period, the average investor has returned just 1.9% per year. That's below the average annual inflation rate of 2.2%. During this period, the S&P 500 has returned 5.6% per year. REITs have been a great place to put money, ...

EschCollection Summer last year, I wrote a bullish article on Alexandria Real Estate Equities, Inc. (NYSE:ARE), where I upgraded the stock to buy due to the combination of the following aspects: Historically depressed P/FFO multiple. Strong like-for-like performance with no signs of deterioration going forward. Robust balance sheet, where the embedded structure of borrowings shields ARE from materially rising interest expense. In a nutshell, it seemed that ARE had suffered a meaningful multiple contr ...

Alexandria Real Estate Equities, Inc. (NYSE:ARE) Q1 2024 Results Conference Call April 23, 2024 3:00 PM ET Company Participants Paula Schwartz - Investor Relations Joel Marcus - Executive Chairman & Founder Hallie Kuhn - Senior Vice President of Science and Technology & Capital Markets Peter Moglia - Chief Executive Officer & Chief Investment Officer Marc Binda - Chief Financial Officer & Treasurer Conference Call Participants Josh Dennerlein - Bank of America Merrill Lynch Michael Griffin - Citi Vikram Mal ...

marrio31 Alexandria Real Estate Equities, Inc. (NYSE:ARE) investors have struggled to replicate the market-beating performance in late 2023, as ARE met with stiff selling resistance after it topped out in December 2023. Interestingly, ARE's relative underperformance over the past few months coincided with the resurgence in long-term bond yields, as seen in the recovery of the United States 10-Year Bond Yield (US10Y). Observant real estate investors should have assessed the 10Y bottomed out in December at th ...

For the quarter ended March 2024, Alexandria Real Estate Equities (ARE) reported revenue of $769.11 million, up 9.8% over the same period last year. EPS came in at $2.35, compared to $0.44 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $765.88 million, representing a surprise of +0.42%. The company delivered an EPS surprise of +1.73%, with the consensus EPS estimate being $2.31.While investors closely watch year-over-year changes in headline numbers -- revenue and e ...

Alexandria Real Estate Equities, Inc. All rights reserved. ©2024 (PRNewsfoto/Alexandria Real Estate Equities, Inc.) Alexandria Real Estate Equities, Inc. All rights reserved. ©2024 (PRNewsfoto/Alexandria Real Estate Equities, Inc.) Alexandria Real Estate Equities, Inc. All rights reserved. ©2024 (PRNewsfoto/Alexandria Real Estate Equities, Inc.) Alexandria Real Estate Equities, Inc. All rights reserved. ©2024 (PRNewsfoto/Alexandria Real Estate Equities, Inc.) Alexandria Real Estate Equities, Inc. ...

Alexandria Real Estate Equities, Inc. All Rights Reserved. © 2024 Alexandria Real Estate Equities, Inc. All Rights Reserved. © 2024 Table of Contents March 31, 2024 | COMPANY HIGHLIGHTS | Page | | Page | | --- | --- | --- | --- | | Our Mission and Cluster Model | iii | Corporate Responsibility | xxii | | EARNINGS PRESS RELEASE | Page | | Page | | First Quarter Ended March 31, 2024 Financial and Operating | | | | | Results | 1 | Earnings Call Information and About the Company | 7 | | Guidance | 4 | Consolida ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ to ____________ Commission file number 1-12993 ALEXANDRIA REAL ESTATE EQUITIES, INC. (Exact name of registrant as specified in its charter) Maryl ...