Alexandria Real Estate: Expanding My Position Before Bears Turn Into Bulls
Portfolio Pulse from
Alexandria Real Estate (ARE) has seen a 50% drop in share price, but its strong life science assets and tenant base suggest this decline is unwarranted. Despite sector oversupply risks, ARE's quality assets, dividend coverage, and capital allocation strategies, including buybacks, support a potential price increase to $130.
February 22, 2025 | 7:30 am
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Alexandria Real Estate's share price has dropped 50%, but its high-quality life science assets and strong tenant base suggest this decline is unreasonable. The company has a well-covered dividend and is engaging in prudent capital allocation, including buybacks, which supports a potential price increase to $130.
The article highlights ARE's strong asset base and tenant quality, which are likely to protect it from sector oversupply risks. The company's dividend coverage and buyback strategy further support a positive outlook, suggesting a potential price increase.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100