Alexandria Real Estate Equities Stock News

Life science REITs face headwinds from high interest rates and VC slowdown, but innovation and AI adoption signal long-term sector strength. Alexandria Real Estate stands out with a wide moat, high-quality tenants, strong balance sheet, and potential for 35% annualized returns if rates fall. Healthpeak benefits from diversified healthcare assets, robust leasing, and a strong balance sheet, offe...

The REIT sector saw another month of red in April (-6.45%) and REITs now average a -9.10% return over the first 4 months of the year. Microcap (-8.87%) and small-cap REITs (-8.69%) endured bigger average losses than mid-caps (-5.45%) and large-caps (-2.93%). 84.62% of REIT securities had a negative total return in April.

Most of the stocks in the S&P 500 (^GSPC -0.04%) pay dividends. The average dividend yield of this popular market index is 1.3%, as shown by the 1.3% yields of index-tracking exchange-traded funds such as the iShares Core S&P 500 ETF (IVV 0.00%) and Vanguard S&P 500 ETF (VOO -0.01%).

April's historic market volatility signaled a likely new bull market, with VIX 60+ events historically leading to strong 12-month and five-year returns (40% and 140%, respectively). Alexandria Real Estate is undervalued: A high-quality biolab REIT trading at 7.5X cash flow, with a sustainable dividend and upside potential. AES Corporation: Extreme discount, not a trap: Trading at under 5X earni...

Investing in dividend stocks can be a great way to collect dividend income. Several high-quality companies currently offer higher-yielding dividends.

The US-China trade deal reduces the risk of higher inflation. It should give the Fed more flexibility to cut interest rates. This would be very bullish for REITs and push their valuations to much higher levels.

I'm recommending two beaten-down REITs, American Assets Trust and Alexandria Real Estate, as long-term dividend plays with strong fundamentals and well-covered yields. Both stocks face near-term headwinds, but offer attractive entry points for patient investors seeking multi-year recovery and income. AAT is undervalued due to office exposure and California concentration, but has solid financial...

With recent volatility, we have a new name to make the discussion this month, as well as a few names we don't see as often. This monthly screening focuses on dividend safety, growth, and consistency, narrowing down the universe of potentially attractive investments. This is only an initial screening to gather some potential ideas, and before making any investment decision, a deeper dive is requ...