Earnings summaries and quarterly performance for ALEXANDRIA REAL ESTATE EQUITIES.
Executive leadership at ALEXANDRIA REAL ESTATE EQUITIES.
Peter M. Moglia
Detailed
Chief Executive Officer and Chief Investment Officer
CEO
AR
Andres R. Gavinet
Detailed
Chief Accounting Officer
DJ
Daniel J. Ryan
Detailed
Co-President and Regional Market Director – San Diego
GD
Gary D. Dean
Detailed
Executive Vice President – Real Estate Legal Affairs
HL
Hunter L. Kass
Detailed
Co-President and Regional Market Director – Greater Boston
JB
Jackie B. Clem
Detailed
General Counsel and Secretary
JS
Joel S. Marcus
Detailed
Executive Chairman and Founder
JH
John Hart Cole
Detailed
Executive Vice President – Capital Markets/Strategic Operations and Co-Regional Market Director – Seattle
JH
Joseph Hakman
Detailed
Co-Chief Operating Officer and Chief Strategic Transactions Officer
KA
Kristina A. Fukuzaki-Carlson
Detailed
Executive Vice President – Business Operations
LJ
Lawrence J. Diamond
Detailed
Co-Chief Operating Officer and Regional Market Director – Maryland
MT
Madeleine T. Alsbrook
Detailed
Executive Vice President – Talent Management
ME
Marc E. Binda
Detailed
Chief Financial Officer and Treasurer
OC
Orraparn C. Lee
Detailed
Executive Vice President – Accounting
Board of directors at ALEXANDRIA REAL ESTATE EQUITIES.
Research analysts who have asked questions during ALEXANDRIA REAL ESTATE EQUITIES earnings calls.
MC
Michael Carroll
RBC Capital Markets
7 questions for ARE
Also covers: AHR, COLD, CTRE +16 more
VM
Vikram Malhotra
Mizuho Financial Group, Inc.
7 questions for ARE
Also covers: ALX, BXP, DLR +17 more
Dylan Burzinski
Green Street Advisors, LLC
6 questions for ARE
Also covers: AAT, ALX, BDN +11 more
FG
Farrell Granath
Bank of America
6 questions for ARE
Also covers: ADC, AHR, CTRE +13 more
JK
James Kammert
Evercore ISI
6 questions for ARE
Also covers: ADC, CHCT, EPRT +6 more
AP
Anthony Paolone
JPMorgan Chase & Co.
5 questions for ARE
Also covers: AVB, BDN, BNL +30 more
RA
Richard Anderson
Wedbush Securities
5 questions for ARE
Also covers: AIV, AVB, BXP +25 more
John Kim
BMO Capital Markets
4 questions for ARE
Also covers: AIV, ALX, ARDX +32 more
Nick Joseph
Citigroup Inc.
4 questions for ARE
Also covers: ADC, AIV, AVB +13 more
OO
Omotayo Okusanya
Deutsche Bank AG
4 questions for ARE
Also covers: AMH, AVB, BDN +42 more
PA
Peter Abramowitz
Jefferies
3 questions for ARE
Also covers: AHH, BXP, CBRE +14 more
WG
Wesley Golladay
Robert W. Baird & Co.
3 questions for ARE
Also covers: ADC, AHR, CPT +23 more
Jamie Feldman
Wells Fargo & Company
2 questions for ARE
Also covers: AMH, AVB, BRX +18 more
JK
Jim Kammert
Evercore
2 questions for ARE
Also covers: DOC, WELL, WPC
Mason P. Guell
Baird
2 questions for ARE
Also covers: CPT, CSR, IRT +2 more
Nicholas Joseph
Citigroup
2 questions for ARE
Also covers: AMH, CUBE, ELS +13 more
RZ
Ray Zhong
JPMorgan Chase & Co.
2 questions for ARE
Also covers: HHH
Rich Anderson
Cantor Fitzgerald
2 questions for ARE
Also covers: DOC, EGP, FR +1 more
RK
Ronald Kamdem
Morgan Stanley
2 questions for ARE
Also covers: AAT, ADC, AHR +37 more
TO
Tayo Okusanya
M Science
2 questions for ARE
Also covers: ADC, PSA
GD
Georgi Dinkov
Mizuho
1 question for ARE
Also covers: DLR, MPW, SBRA +2 more
James Feldman
Wells Fargo
1 question for ARE
Also covers: AMH, AVB, BXP +16 more
JD
Joshua Dennerlein
BofA Securities
1 question for ARE
Also covers: AHR, AMH, AVB +19 more
Michael Griffin
Citigroup Inc.
1 question for ARE
Also covers: AHR, ALX, BDN +33 more
Nick
Virtue Capital
1 question for ARE
Also covers: ARGX, FRST, YI
Thomas Catherwood
BTIG
1 question for ARE
Also covers: ACRE, BXMT, CDP +6 more
WC
William Catherwood
BTIG
1 question for ARE
Also covers: ARI, BRSP, BXMT +14 more
Recent press releases and 8-K filings for ARE.
Alexandria Real Estate Equities announces $800 M cash tender offers
ARE
Debt Issuance
- Alexandria Real Estate Equities launched cash tender offers to repurchase up to $800 million aggregate principal of its 3.000% Senior Notes due 2051, 3.550% Senior Notes due 2052 and 4.000% Senior Notes due 2050, with acceptance priority levels determining purchase order.
- Holders tendering by the 5:00 p.m. ET February 9, 2026 early date receive a $50 early tender premium per $1,000 plus accrued interest and a fixed spread of 75–80 bps over the reference U.S. Treasury; those tendering by the 5:00 p.m. ET February 25, 2026 expiration date receive the same less the early premium.
- Settlement is expected on February 12, 2026 for early tenders and February 27, 2026 for later tenders, and the offers are conditioned on the company raising at least $500 million in other financing transactions.
Jan 28, 2026, 12:16 AM
Alexandria Real Estate Equities reports Q4 and FY 2025 results
ARE
Earnings
Guidance Update
- FFO per share (diluted, as adjusted) of $2.16 in Q4 and $9.01 for FY 2025, meeting prior guidance midpoints.
- Completed $1.5 billion of dispositions across 26 transactions and 1.2 million sq ft of leasing in Q4—the highest quarterly leasing volume in the past year—and ended 2025 with 90.9% occupancy, up 30 bps QoQ.
- Signed 900,000 sq ft of leases (~2.5% of portfolio) set to commence in Q3 2026, generating $52 million of annual rent; 78% of annual rental revenue from Mega Campuses, which outperform market occupancy by 19%.
- 2026 outlook includes an expected occupancy dip in Q1 followed by recovery in H2, with year-end occupancy guidance of 87.7%–89.3% and same-property NOI projected to decline 8.5% at midpoint.
- Strategic plan calls for $2.9 billion of dispositions (65%–75% non-core assets and land), $250 million of capitalized interest (down 24%), and partial reversal of 2025 G&A savings.
Jan 27, 2026, 7:00 PM
Alexandria Real Estate Equities reports Q4 2025 results
ARE
Earnings
Guidance Update
Share Buyback
- Alexandria Real Estate Equities reported FFO per share diluted as adjusted of $2.16 for Q4 and $9.01 for FY2025, meeting the midpoint of prior guidance.
- The company completed $1.5 billion of dispositions across 26 transactions and achieved 1.2 million sq ft of leasing volume, driving year-end occupancy to 90.9%.
- Management reaffirmed 2026 guidance for year-end occupancy of 87.7%–89.3% and same-property NOI expected down 8.5% at midpoint, with an anticipated occupancy dip in Q1 and recovery in H2.
- The board authorized a $500 million reload of the common share repurchase program, though no buybacks are assumed in 2026 guidance.
Jan 27, 2026, 7:00 PM
Alexandria Real Estate Equities reports Q4 and FY2025 results
ARE
Earnings
Guidance Update
Share Buyback
- Completed $1.5 billion of dispositions across 26 transactions and leased 1.2 million sq ft in Q4, driving FFO per share of $2.16 for 4Q25 and $9.01 for the full year (midpoint of guidance).
- Portfolio occupancy rose to 90.9% at year-end, up 30 bps quarter-over-quarter; nearly 900,000 sq ft of leases signed to commence in Q3 2026, adding $52 million in annualized revenue; year-end 2026 occupancy forecast: 87.7%–89.3%.
- Same-property net operating income declined 6.0% (1.7% on a cash basis) in Q4 and 3.5% (0.9% cash) for 2025; reaffirmed 2026 same-property NOI guidance of down 8.5% at midpoint.
- Maintained $5.3 billion of liquidity with net debt to annualized EBITDA at 5.7x and 12-year average debt maturity; non-income-producing assets reduced from 20% to 17% of gross assets in 2025, with further decline expected.
- Recognized $1.45 billion of impairments (90% previously announced) on non-core land and development projects; sold Gateway campus and to divest 88 Bluxome Street in coming quarters; board authorized a $500 million share repurchase program (not assumed in 2026 guidance).
Jan 27, 2026, 7:00 PM
Alexandria Real Estate Equities reports Q4 2025 results
ARE
Earnings
Dividends
- Alexandria Real Estate Equities posted a 4Q25 net loss per share – diluted of $6.35 and FFO per share – diluted, as adjusted of $2.16.
- Operating property occupancy in North America was 90.9%, and tenant rents and receivables collections reached 99.9% as of January 26, 2026.
- 4Q25 leasing volume totaled 1.2 million RSF, including 393,376 RSF of previously vacant space; rental rates on renewals fell 9.9% (cash basis 5.2%) in the quarter.
- The board reduced the common stock dividend to $0.72 per share for 4Q25, a 45% cut from 3Q25, to preserve approximately $410 million of annual liquidity.
- As of December 31, 2025, Alexandria had $5.30 billion of liquidity, net debt & preferred stock to Adjusted EBITDA of 5.7x (annualized), and a fixed-charge coverage ratio of 3.7x.
Jan 27, 2026, 7:00 PM
Alexandria Real Estate Equities reports Q4 2025 net loss per share and adjusted FFO
ARE
Earnings
Dividends
- Alexandria reported 4Q25 net loss per share – diluted of $(6.35) and FY25 net loss per share – diluted of $(8.44), compared to a diluted loss of $(0.38) in 4Q24 and income of $1.80 in FY24.
- 4Q25 FFO per share – diluted, as adjusted was $2.16, and FY25 FFO per share – diluted, as adjusted was $9.01, down from $2.39 and $9.47, respectively, in the prior periods.
- The board declared a 4Q25 common dividend of $0.72 per share, a 45% reduction from 3Q25’s $1.32 to support balance-sheet strength and annual liquidity savings of ~$410 million, yielding 5.9% as of Dec 31, 2025.
- Operating occupancy was 90.9% as of Dec 31, 2025, with 4Q25 leasing volume of 1.2 million RSF and occupancy including leased but undelivered space at 93.4%.
Jan 26, 2026, 9:10 PM
Alexandria Real Estate Equities reports Q4 2025 results
ARE
Earnings
Guidance Update
Dividends
- 4Q25 net loss per share – diluted of $(6.35) and 2025 net loss per share of $(8.44); FFO per share – diluted, as adjusted, of $2.16 in 4Q and $9.01 for 2025.
- Strong liquidity and leverage profile with $20.75 B market cap, $5.30 B liquidity, net debt & preferred stock to Adjusted EBITDA of 5.7×, and fixed-charge coverage of 3.7×.
- Operating portfolio occupancy at 90.9%, 1.22 M RSF leased in 4Q, with renewal rental rates down 9.9% in the quarter.
- Board authorized $500 M share repurchase program through Dec 2026; Q4 common dividend cut to $0.72/share (−45%); repaid $300 M of unsecured notes in Jan 2026.
- 2026 guidance: FFO per share of $6.25–$6.55 (midpoint $6.40).
Jan 26, 2026, 9:08 PM
Alexandria Real Estate Equities reminds investors of class action deadline
ARE
Legal Proceedings
- The Law Offices of Frank R. Cruz notifies Alexandria shareholders of a class action alleging misleading statements and omissions by the company.
- Class Period: January 27, 2025 – October 27, 2025; Lead Plaintiff Deadline: January 26, 2026.
- The complaint alleges ARE overstated its life-science campus (LIC) value and growth potential while downplaying years-long declines in LIC value and occupancy stability, rendering its positive statements materially misleading.
Jan 20, 2026, 3:45 PM
Alexandria Real Estate Equities shareholder alert for class action lead plaintiff deadline
ARE
Legal Proceedings
- Deadline reminder: Investors with losses exceeding $100,000 from purchases of ARE securities between January 27, 2025 and October 27, 2025 must file lead plaintiff applications by January 26, 2026.
- Allegations: The suit claims Alexandria failed to disclose material information, including a $323.9 million real estate impairment charge (with $206 million tied to its LIC property) and lowered full-year FFO guidance during its Q3 FY25 earnings on October 27, 2025.
- Share price drop: On October 28, 2025, ARE shares fell from $77.87 to $62.94, a roughly 19% decline in one day following the earnings disclosure.
- Legal representation: Kahn Swick & Foti, LLC is available for free case evaluations; ClaimsFiler provides investor support and information at no cost.
Jan 15, 2026, 2:57 AM
Alexandria Real Estate Equities class action deadline set
ARE
Legal Proceedings
- The Law Offices of Frank R. Cruz reminds Alexandria Real Estate Equities shareholders of the class action lead plaintiff deadline of January 26, 2026.
- The complaint covers alleged misstatements made between January 27 and October 27, 2025, about the value and growth potential of its life-science campus (LIC) properties.
- Plaintiffs allege the company overstated property values and downplayed declining occupancy and value trends, making prior positive statements materially misleading.
Jan 13, 2026, 5:05 PM
Quarterly earnings call transcripts for ALEXANDRIA REAL ESTATE EQUITIES.
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