Mar. 15 at 7:39 PM
$ARE Occupancy is dropping: ARE expects its occupancy to dip in early 2026.
Rent Growth is slowing: With more competition, they can’t raise rents as aggressively as they used to.
Slashing the dividend by 45% in late 2025 was a "red flag" .
the debt is huge (
$12.7B).
Higher interest rates make the interest payments more expensive, which eats into the FFO (Funds From Operations) available to shareholders.
If they sell
$3B worth of buildings at a loss, the stock could drop further.
