Alexandria Real Estate Equities ARE

$ARE something still wrong here, something still suppressing the price if you remove the macro effect from today

$ARE curious to see the 13F coming

$ARE I'm taking a 4% profit 😉Hey bulls, don't get me wrong. But I like the bird in the hand...

$ARE is this dividend safe?

🎯 $ARE | BULLISH SETUP Real Estate / Life Science REIT 🐂 ⭐ Setup Quality Grade: A- 📌 Grade Justification: • Profitability: Premier Life Science REIT Operator ($18B+ asset portfolio, high-quality investment-grade tenant base including Pfizer, Moderna & Eli Lilly). • Revenue Growth: Strong FFO (Funds From Operations) trajectory backed by high occupancy rates across AAA lab space clusters. • Technical Setup: A- Grade Cleanliness (8H long-term descending channel support retest holding $38.80–$39.58 spot on top of major volume shelf). • Wall St Target: +25%–40%+ Upside ($50.00–$56.00+ consensus price targets). 🏬 Profile: Leading owner and developer of collaborative life science and tech campuses in Boston, SF Bay Area, San Diego, and NYC. #are #optionsflow #hovdid

$ARE ’ 8-K wording is tricky: it says 2027 average occupancy falls vs year-end 2026. Why compare an average with a point in time? Because the trough is front-loaded. I think Dec ‘27 ends above Dec ‘26 (~87%). Losses: ~−6pts 1.4M SF of key expirations, mostly Jan–Mar (−4) Tenant wind-downs (−1) Non-renewals and redevelopment pivots (−1.5) Gains: +5 to +8pts 0.9M SF signed but not yet occupied (+2.5) Lease-up of vacant space (+1.5 to +3) Quick re-leases like BMS and Sequence (+0.5 to +1.5) Sales of vacant assets (+0.5 to +1) The H1 dip drags the average down; year-end shows the recovery. Watch the YE2027 occupancy range at the Dec 2 investor day.

$ARE Hats off to buyers for printing little bit of an excess tail after the minor low range look down. Bullish IF buyers can step it up with some buying tomorrow.

$ARE oh man that volume...day traders running this with that high 37's likely to hit very shortly makes you feel bad