ARE Alexandria Real Estate Equities Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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14:00
Aug 05
Aug 05
HealthPeak's lab pipeline is concentrated on smaller tenants (25-75k sq ft) and is seeing a shift from development to acquisition, with early signs of distressed asset opportunities. — Indicates a more normalized, granular leasing market, and signals that larger, capital-intensive CRE players with more distressed assets may face increasing competition from incumbents with strong balance sheets.
MED
18:00
Aug 04
Aug 04
Management reiterated full-year guidance, highlighted strong leasing momentum, and confirmed disposition targets, but also acknowledged persistent industry headwinds, a messy regulatory environment, and elevated vacancy, resulting in a cautious but stable outlook.
HIGH
01:05
Jul 04
Jul 04
Avoid ARE: author endorses Morgan Stanley's Underweight/downgrade view and says commercial real.
Avoid ARE: author endorses Morgan Stanley's Underweight/downgrade view and says commercial real estate/lab space demand is weakening, but does not state a short trade.
MED
15:33
Apr 30
Apr 30
Monitor Canadian infrastructure plays; slower recovery vs US.
Monitor Canadian infrastructure plays; slower recovery vs US, but pipeline awards and data center activity offer optionality.
HIGH
13:00
Apr 29
Apr 29
Welltower acquired the Amica Senior Lifestyles portfolio in premium markets across the GTA and Vancouver, marking a significant expansion in Canada. — This large, targeted acquisition in high-barrier markets signals Welltower's confidence in the Canadian senior housing market's long-term growth and reveals a strategic capital allocation focus.
HIGH
18:00
Apr 28
Apr 28
Management reaffirmed EPS guidance with no change to the midpoint, but reduced guidance for occupancy and same property NOI, indicating a cautious and slightly negative outlook for the year amidst a difficult leasing environment.
HIGH
00:04
Apr 26
Apr 26
Traderstewie shares a list of upcoming earnings from Earnings Whispers for the week of April 27.
Traderstewie shares a list of upcoming earnings from Earnings Whispers for the week of April 27, 2026, but
HIGH
19:00
Jan 27
Jan 27
Management is guiding to a continued downturn in 2026 with declining occupancy, lower same property NOI, and elevated leverage in Q1, indicating a short-term negative outlook despite a strong Q4 execution.
HIGH
About ARE Analyst Coverage
Buzzberg tracks ARE (Alexandria Real Estate Equities) across 4 sources. 0 bullish vs 0 bearish calls from 8 analysts. Sentiment: evenly split. 8 total trade ideas tracked. Latest voices: Scott Bohn, Joel Marcus, asklivermore.