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ARE / Jonathan Litt Shorts Alexandria Real Estate. Why I Think It's A Poor Trade

Jonathan Litt Shorts Alexandria Real Estate. Why I Think It's A Poor Trade
Activist Investor, Jonathan Litt, is short on Alexandria Real Estate on the premise that the REIT is no different than any other traditional office operator. Litt presents cell phone data and builds upon the facts presented to outline the risks associated with their lease expiration schedule and the incoming supply from new construction. The position is noteworthy. But I view market beating profitability on it as an uphill battle. Read More
Posted: Jun 17 2023, 07:33
Author Name: Seeking Alpha
Views: 122419

ARE News  

Alexandria Real Estate Likely To Do Well Long-Term Even If Yields Stay High

By Seeking Alpha
November 3, 2023

Alexandria Real Estate Likely To Do Well Long-Term Even If Yields Stay High

ARE's share price has plummeted by 50%+. Meanwhile, their fundamentals are the strongest ever. I go over recent earnings and share where I plan to add more_horizontal

Alexandria Real Estate: A Fast-Growing And Fairly Valued REIT

By Seeking Alpha
November 2, 2023

Alexandria Real Estate: A Fast-Growing And Fairly Valued REIT

Alexandria Real Estate Equities specializes in developing Class A/A+ properties for the life science, agtech, and advanced technology industries. Desp more_horizontal

Alexandria Real Estate's Fundamentals Keep Debunking The Doomsayers

By Seeking Alpha
November 2, 2023

Alexandria Real Estate's Fundamentals Keep Debunking The Doomsayers

Alexandria Real Estate Equities, Inc. is a dominant player in the life science REIT sector, owning research labs in top bioscience hubs in the U.S. De more_horizontal

2 Of My Biggest Investments

By Seeking Alpha
October 31, 2023

2 Of My Biggest Investments

My investment strategy is rather boring. Most of the time, I am just buying more shares of the same companies. I highlight two of my largest holdings. more_horizontal

Alexandria Real Estate Equities, Inc. (ARE) Q3 2023 Earnings Call Transcript

By Seeking Alpha
October 24, 2023

Alexandria Real Estate Equities, Inc. (ARE) Q3 2023 Earnings Call Transcript

Alexandria Real Estate Equities, Inc. (NYSE:ARE ) Q3 2023 Earnings Conference Call October 24, 2023 3:00 PM ET Company Participants Paula Schwartz - I more_horizontal

Alexandria's (ARE) Q3 AFFO Tops on Rent Growth, '23 View Revised

By Zacks Investment Research
October 24, 2023

Alexandria's (ARE) Q3 AFFO Tops on Rent Growth, '23 View Revised

Alexandria Real Estate's (ARE) Q3 results reflect year-over-year growth in revenues on decent leasing activity and solid rental rate growth. It raises more_horizontal

Alexandria Real Estate Equities (ARE) Q3 FFO Top Estimates

By Zacks Investment Research
October 23, 2023

Alexandria Real Estate Equities (ARE) Q3 FFO Top Estimates

Alexandria Real Estate Equities (ARE) came out with quarterly funds from operations (FFO) of $2.26 per share, beating the Zacks Consensus Estimate of more_horizontal

Alexandria Real Estate Q3 Earnings Preview: Expecting Continued Strength In Leasing And Occupancy

By Seeking Alpha
October 23, 2023

Alexandria Real Estate Q3 Earnings Preview: Expecting Continued Strength In Leasing And Occupancy

Alexandria Real Estate is scheduled to report Q3 earnings on Monday following the market close. Shares have been under pressure over the last six mont more_horizontal


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