Assessing Alexandria Real Estate Equities (ARE) Valuation After Large Impairment And Revenue Declines

Simply Wall St.

Feb 07

Alexandria Real Estate Equities (ARE) is in focus after disclosing a large fourth quarter real estate impairment and reporting quarterly and full year net losses, along with lower sales and revenue ...

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See our latest analysis for Alexandria Real Estate Equities. Those impairment driven losses and the new tender offers for long dated notes come after a mixed year in the market, with a 1 month share price return of 7.13% and a 1 year total shareholder return decline of 37.99%, suggesting recent momentum has picked up even as longer term returns remain weak. If this kind of reset in a real estate name has you looking more broadly at income focused assets, it could be a good moment to check out 21 elite gold producer stocks as another way to research listed hard asset exposure. With a large impairment driving heavy losses, revenue lower than a year ago and the share price down sharply over 1 and 5 years, is Alexandria now trading below its underlying real estate value, or does the current price already reflect expectations for future growth? AdvertisementMost Popular Narrative: 36.5% Undervalued According to the most followed narrative on Alexandria Real Estate Equities, a fair value of $88 sits well above the last close at $55.90, which frames the current discount very clearly for income focused investors looking at this REIT.  Based on the analysis above, ARE appears undervalued relative to intrinsic value. The NAV-based approach yields a significantly higher value than the current market price, even after applying substantial margins of safety. Alternative valuation methods (DDM, DCF) also point to potential value in at least the $60 to $80 range. The current price (around $54) reflects a historically high dividend yield, now reduced due to the dividend cut and accounting losses. Investors must remain aware of the risks: the life science real estate market remains challenging, with declining NOI, vacant newly delivered space, and rising financing costs.  Read the complete narrative. Curious how a REIT with accounting losses still lands on an $88 fair value? The key ingredients sit in cash flow assumptions, margin resilience and how long term rental income is projected against refinancing pressure and sector specific headwinds.  Result: Fair Value of $88 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to watch for further occupancy weakness, as well as any additional impairments or refinancing costs that could erode the current valuation thesis. Find out about the key risks to this Alexandria Real Estate Equities narrative.  Build Your Own Alexandria Real Estate Equities Narrative If this fair value view does not quite fit how you see Alexandria, you can stress test the numbers yourself and build a custom thesis in minutes with Do it your way. A great starting point for your Alexandria Real Estate Equities research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If you stop with just one REIT, you may miss opportunities elsewhere, so widen your search now with a few targeted stock ideas ready to review.  Spot potential value setups by scanning companies our screener flags as 53 high quality undervalued stocks based on their fundamentals and current pricing. Secure your income watchlist with companies highlighted as 14 dividend fortresses, focusing on higher yielding stocks that still clear key quality checks. Prioritize capital preservation by reviewing companies in our 86 resilient stocks with low risk scores that screen well on balance sheet strength and risk metrics.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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