ARE
Alexandria Real Estate Equities, Inc.Evidence as of 2026-09-02Overview · Alexandria Real Estate Equities, Inc.
Alexandria Real Estate Equities, Inc. (NYSE: ARE), an S&P 500® company, is a best-in-class, mission-driven life science REIT making a positive and lasting impact on the world. As the pioneer of the life science real estate niche since its founding in 1994, Alexandria is the preeminent and longest-tenured owner, operator, and developer of collaborative life science, agtech, and technology campuses in AAA innovation cl…
Management team
- Ms. Jackie B. Clem J.D. · General Counsel & SecretaryFind on LinkedIn
- Mr. Andres R. Gavinet CPA · Chief Accounting OfficerFind on LinkedIn
- Mr. Lawrence J. Diamond · Co-COO & Regional Market Director of MarylandFind on LinkedIn
- Mr. Marc E. Binda CPA · CFO & TreasurerFind on LinkedIn
Start your 7-day free trial to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Built with a source down
A data source was unavailable when this report was built, so Archer could not check its evidence. That absence is Moneyta's gap, not a fact about the company — read the overall tone accordingly.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The surviving record is mixed and narrowly positive (+0.1 of a possible +2; confidence high). Common shares outstanding rose from 172,825,059 as of 2025-10-15 (Q3 2025) to 174,247,570 as of 2026-07-15 (Q2 2026), a net increase of 1,422,511 shares, while weighted average diluted shares used in EPS calculations have been roughly stable in the 170–171 million range across the reported quarters. Reported results were volatile: the fiscal quarter ended 2026-04-15 (Q1 2026) showed net income of $361,653,000, the fiscal quarter ended 2026-07-15 (Q2 2026) showed a net loss of $72,783,000, and the year‑over‑year loss in Q2 narrowed from $107,002,000 in the fiscal quarter ended 2025-07-15 (Q2 2025) to $72,783,000 in Q2 2026.
Balance‑sheet items show an increase in long‑term debt across the filings to $12,812,874,000 as of 2026-06-30, a general decline in cash from $552,146,000 as of 2024-12-31 to a low of $418,720,000 as of 2026-03-31 before a partial recovery to $470,449,000 as of 2026-06-30, and a multi‑quarter decline in stockholders’ equity from $17,889,042,000 as of 2024-12-31 to $15,553,976,000 as of 2026-06-30. Filings also show a $1,000,000,000 issuance of 7.250% junior subordinated notes on 2026-08-21, with interest fixed to February 15, 2032 then resetting to five‑year Treasury plus 2.889% (floored at 7.250%).
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Entity common shares outstanding were 172,825,059 as of 2025-10-15 and 174,247,570 as of 2026-07-15, a net increase of 1,422,511 shares over that interval.
XBRL companyfacts · 0001035443-25-000198Weighted average diluted shares outstanding by quarter have been roughly stable in the 170–171 million range (170,522,000 in Q1 2025; 170,135,000 in Q2 2025; 170,522,000 in Q1 2026; 170,718,000 in Q2 2026), indicating little change in share count used for EPS calculations quarter-to-quarter.
XBRL companyfacts · 0001035443-25-000136Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
On August 21, 2026 the company issued and sold $1,000,000,000 aggregate principal amount of 7.250% Series A Fixed-to-Fixed Reset Rate Junior Subordinated Notes due 2057 in a registered public offering.
8-K filed 2026-08-21The Notes bear interest at 7.250% per year from the original issuance date through February 15, 2032, and thereafter will reset each Reset Period to the five‑year U.S. Treasury Rate plus 2.889%, with a floor so the rate will not reset below 7.250%.
8-K filed 2026-08-21Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
The trailing twelve-month dividend yield is +6.74% and the dividend yield ranks in the 97th percentile of a 547-stock research universe as of 2026-09-01.
Moneyta signal set · 2026-09-01Three-year maximum drawdown is -65.7% with the three-year drawdown ranked in the 9th percentile of the 547-stock research universe as of 2026-09-01.
Moneyta signal set · 2026-09-01Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
13F-reported institutional holdings show a single holder, Advisors Asset Management, Inc., with a total reported value of $31,731 as of 2025-03-31 and a quarter-over-quarter reported value change of -74.8%.
13F holdings · 1 filers · as of 2025-03-31ARE appears as a holding in the Vanguard S&P 500 ETF (VOO) at 0.03% weight of that fund as of 2026-09-01T19:40:17.356062+00:00.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
The company's Board declared a quarterly cash dividend of $0.72 per common share for the third quarter of 2026, payable October 15, 2026 to stockholders of record on September 30, 2026.
News · finance.yahoo.com · 2026-09-01A separate press distribution carried the same $0.72 third-quarter 2026 dividend announcement.
News · prnewswire.com · 2026-09-01Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Marcus Joel S (Executive Chairman) bought 5,000 shares valued at "$231k" on 17 August 2026 (transaction reported in the Form 4 filing).
Form 4 · MARCUS JOEL S (Executive Chairman) · $231k bought · 2026-08-17The filing records the trade value as "$231k" and total net shares bought as "5000" in the 180-day window.
Form 4 · MARCUS JOEL S (Executive Chairman) · $231k bought · 2026-08-17Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
A data source was unavailable when this report was built, so this slice could not be checked — absence here says nothing about the company.
Debate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several pieces of evidence jointly support a favorable read: the company recently accessed $1.0B of term capital (Series A notes), which alongside stable weighted diluted share counts provides a clearer lens on per‑share metrics. Operationally, the most recent comparable quarter showed a materially positive net income (Q1 2026) and a narrower year‑over‑year Q2 loss, indicating pockets of earnings recovery within an otherwise volatile earnings pattern. Market signals show a high trailing dividend yield (6.74%, top percentile), continued inclusion in large S&P 500 index ETFs (VOO, IVV), a recent insider purchase by the Executive Chairman, and technical breadth with price modestly above moving averages and a recent golden cross — all factors that can support investor income interest and steadier ownership demand. Low beta and low correlation to the S&P 500 suggest lower systematic sensitivity, which financial advisors often point to when discussing portfolio diversification benefits relative to broad market exposure.
Chair's verdict, claim by claim
Fragility · computed, not argued
diversified0.28
33 surviving claims rest on 19 distinct sources; the heaviest analyst carries 21% of them, and 96% of what the desk raised survived the debate.
The surviving set is moderately concentrated: a minority of analysts/sources account for a nontrivial share of the claims and nearly all initial desk assertions survived challenge, which raises the possibility that the read has limited independent disconfirmation and therefore should carry cautious weight. In fragility terms, rely more on claims supported by multiple, independent primary filings (e.g., the 10‑Q/10‑K items) and be more skeptical of points that rest on a small number of analysts or a single parsing of news or insider filings.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
21 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer−0.5 to the score
4 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.2 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.1 to the score
3 holdings records· 2 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.3 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 filing
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot+0.8 to the score
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
Get this for the tickers you actually hold
Plus the one thing no sample can show: how each name correlates with your portfolio, and what hides inside your funds.
The full terminal on ARE Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.