2024-04-24 11:33:38 ET
Summary
- ARE is one of my favorite REITs.
- The company reported solid Q1 results and managed to trade sideways despite a rise in yields.
- I explain why FFO is a poor measure for ARE and discuss their venture capital arm.
Dear readers,
Alexandria Real Estate Equities ( ARE ) has been one of my favorite REITs and represents one of my largest REIT holdings today at nearly 5% of my portfolio. Therefore, it should not come as a surprise that I have spent a lot of time researching the stock....
Read the full article on Seeking Alpha
For further details see:
Alexandria Is A BUY And The VC Arm Only Makes It Sweeter