Alexandria Real Estate: Debunking The Bear Thesis

Jan. 29, 2025 7:05 AM ETAlexandria Real Estate Equities, Inc. (ARE) StockWPC, VNQ, VGSIX, VGSLX, VGSNX37 Comments2 Likes
(12min)

Summary

  • Alexandria Real Estate is a battleground stock.
  • It is today heavily discounted because of what we believe to be temporary issues.
  • We debunk the bear thesis and explain why we are buying the stock.

duoogle

Co-produced by Austin Rogers

Over the last two years, the stock price of life science real estate owner/developer Alexandria Real Estate Equities (NYSE:ARE) has been cut in half:

This kind of performance is typically seen in lower-quality, heavily leveraged

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