Alexandria Real Estate Equities (ARE -1.70%) is potentially going through the worst period in its history as a publicly traded REIT.

ARE - Alexandria Real Estate Equities

$41.62-$0.72 (-1.70%)

NYSE · As of 4:00 PM ET 10/16/26

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Key data points

Market capMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.$7.38B

Day's range$41.02 - $42.73

52wk range$39.41 - $78.51

Volume2.2M

Avg volume2M

Gross margin23.41%

Dividend yield6.80%

While the company has historically boasted a sturdy dividend and a great balance sheet, recent earnings have highlighted some major concerns. The issue centers on their massive development pipeline. We explore the technical accounting structure where the company capitalizes a lot of interest, and the risk that canceling these early stage projects would force them to expense that interest, heavily impacting their FFO. This unusual accounting construct makes a dividend cut likely, which we expect may be announced soon. Watch to learn the specifics of this risk before their December analyst day.