ARE Alexandria Real Estate Equities Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
14:00
05 авг
05 авг
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.
Сред.
18:00
04 авг
04 авг
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.
Выс.
01:05
04 июл
04 июл
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.
Сред.
15:33
30 апр
30 апр
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.
Выс.
13:00
29 апр
29 апр
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.
Выс.
18:00
28 апр
28 апр
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.
Выс.
00:04
26 апр
26 апр
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
Выс.
19:00
27 янв
27 янв
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.
Выс.
Об аналитическом покрытии ARE
Buzzberg отслеживает ARE (Alexandria Real Estate Equities) в 4 источниках. Бычьих сигналов: 0, медвежьих: 0, от 8 аналитиков. Сентимент разделён поровну. Всего отслеживается 8 торговых идей. Последние спикеры: Scott Bohn, Joel Marcus, asklivermore.