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 ...

Core Viewpoint - The S&P 500 Index has gained 6% in 2023, making it challenging to find value investments, but opportunities still exist, particularly in the REIT sector [2] - Alexandria Real Estate Equities, Inc. (ARE) is highlighted as a valuable investment opportunity due to its strong fundamentals and attractive valuation [2][4] Company Fundamentals - ARE's current dividend yield is 4.3%, with a 68% FFO payout ratio, which is below the 90% threshold preferred by rating agencies for REITs [3][4] - The company has a low debt-to-capital ratio of 29%, significantly below the 60% benchmark, and holds a BBB+ credit rating with a positive outlook from S&P [4] - The risk of a dividend cut during an average recession is estimated at 0.5%, increasing to 2% in a severe recession [4] Valuation and Growth Potential - ARE's shares are currently priced at $119, representing a 36% discount to a potential fair value of $187 based on historical P/FFO ratios and dividend yields [5] - Projected total returns over the next decade could reach 14.2% annually, significantly outperforming the S&P's expected 10% annual return [5] Recent Financial Performance - For Q4 2023, ARE reported total revenues of $757.2 million, a 13% increase year-over-year, exceeding analyst expectations by $5.8 million [6][8] - The FFO per share for Q4 was $2.28, reflecting a 6.5% year-over-year growth, although it slightly missed analyst consensus [9] - The company anticipates a midpoint FFO per share of $9.47 for 2024, indicating a 5.6% growth rate over 2023 [9] Dividend Growth Outlook - ARE's quarterly dividend has compounded by 30.9% over the past five years, with a current rate of $1.27, suggesting potential for continued growth [10] - If the dividend is raised to $1.30 in June, the projected payout ratio would be 54.3%, allowing for sustained dividend growth in line with FFO growth [10] Market Position - ARE is positioned as a leader in the life sciences REIT sector, with strong fundamentals and growth prospects, making it an attractive investment choice [12]

digicomphoto/iStock via Getty Images Dear readers, Alexandria Real Estate Equities (NYSE:ARE) is a blue-chip REIT focused on leasing exclusively to life science tenants in biotech and big pharma. The REIT has generated impressive shareholder returns since going public in 1997 and continues to deliver growth year after year with a 10-year FFO per share CAGR of 7.4%. Last year, the stock price plummeted on fears that life science is not that different from office and may experience occupancy issues. I address ...

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 ...

PASADENA, Calif., Feb. 1, 2024 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. ("Alexandria" or the "Company") (NYSE: ARE) today announced that it has priced a public offering of $400,000,000 aggregate principal amount of 5.250% senior notes due 2036 and $600,000,000 aggregate principal amount of 5.625% senior notes due 2054 (collectively, the "notes"). Goldman Sachs & Co. LLC, BofA Securities, Inc., Citigroup Global Markets Inc., J.P. Morgan Securities LLC, RBC Capital Markets, LLC, Barclays Capital ...

Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. 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 ...

PASADENA, Calif., Feb. 1, 2024 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. ("Alexandria" or the "Company") (NYSE: ARE) today announced that it is commencing an underwritten public offering, subject to market conditions, of two tranches of senior notes (the "notes"). Goldman Sachs & Co. LLC, BofA Securities, Inc., Citigroup Global Markets Inc., J.P. Morgan Securities LLC and RBC Capital Markets, LLC will act as joint book-running managers in connection with the public offering. The notes will be un ...

Alexandria Real Estate Equities, Inc. (NYSE:ARE) Q4 2023 Earnings Conference Call January 30, 2024 3:00 PM ET Company Participants Paula Schwartz - Investor Relations Joel Marcus - Executive Chairman & Founder Peter Moglia - Chief Executive Officer & Chief Investment Officer Hallie Kuhn - Senior Vice President of Science and Technology & Capital Markets Marc Binda - Chief Financial Officer & Treasurer Conference Call Participants Josh Dennerlein - Bank of America Merrill Lynch Anthony Paolone - JPMorgan Vik ...

Shares of Alexandria Real Estate Equities, Inc. (ARE) witnessed a marginal decline in the after-hours trading session on Jan 29 after it reported fourth-quarter 2023 adjusted funds from operations (AFFO) per share of $2.28, missing the Zacks Consensus Estimate by a penny. However, the reported figure climbed 6.5% from the year-ago quarter.Results reflect lower-than-anticipated AFFO per share. However, a rise in revenues, aided by decent leasing activity and rental rate growth, supports the results to some e ...