Industry Revenues:

• Life Sciences: approx. 70%
• Technology: approx. 15%
• Healthcare: approx. 10%
• Other: approx. 5%

TOP 3 Markets and their Percentage Shares:

• Greater Boston: approx. 30%
• San Francisco Bay Area: approx. 25%
• San Diego: approx. 20%

Alexandria Real Estate Equities, Inc. is heavily focused on the life sciences sector, which is reflected in their high revenue share from this industry. The strategic presence in leading biotechnology and technology markets such as Greater Boston and the San Francisco Bay Area underscores their market leadership in these regions.

The concentration on these markets enables Alexandria to benefit from the high demand for specialized real estate in these innovation-driven sectors.

Production: Not applicable

Alexandria Real Estate Equities, Inc. is a real estate investment trust (REIT) specializing in the ownership, operation, and development of properties for the life science and technology industries. The company does not produce physical products but offers office and laboratory spaces specifically designed for companies in the biotechnology and technology sectors.

Alexandria's properties are primarily located in major innovation hubs in the United States, such as Boston, San Francisco, San Diego, Seattle, and the Research Triangle in North Carolina.

Focus on Life Science Properties: 100% Specialization
Geographic Expansion: Increasing Presence in Top Markets
Sustainability: Investments in Green Buildings

Alexandria Real Estate Equities, Inc. pursues a clear growth strategy focusing on specialization in the field of life science properties. The company plans to further expand its presence in leading life science markets such as Boston, San Francisco, and San Diego.

Another key focus is on the development and acquisition of sustainable and energy-efficient buildings. This strategy aims to meet the increasing demand for environmentally friendly properties while reducing operating costs.

In addition, Alexandria invests in strategic partnerships and joint ventures to promote access to new technologies and innovations in the life sciences sector. This is intended not only to increase growth potential but also to strengthen the company's position as a leading provider of specialized real estate solutions.

Main materials: Building and construction materials

Countries of origin: USA, Canada, China

Alexandria Real Estate Equities, Inc. is a leading company in the development and management of properties for the life science industry. The main materials needed for the construction and maintenance of their specialized properties include steel, concrete, glass, and other building materials.

A large portion of these materials is sourced locally in the USA to optimize construction costs and shorten supply chains. However, certain specialized materials and components are also imported from Canada and China, especially when it comes to highly specialized laboratory and research facilities that have specific requirements for building materials.

The reliance on international supply chains can vary depending on the specific projects and the requirements of tenants, who often need highly specialized facilities.

Market share in the Life Science sector: 30% (estimated 2025)
Real estate portfolio value: 25 billion USD (2025)
Average rent increase: 4.5% annually (last 3 years)

Alexandria Real Estate Equities, Inc. has a significant competitive advantage in the field of Life Science real estate. The company has established itself as a leading provider of specialized properties for the Life Science industry, as evidenced by an estimated market share of 30%.

The company benefits from a high-quality real estate portfolio estimated at around 25 billion USD. These strategically located properties are situated in the key innovation centers of the USA, giving Alexandria a clear edge over competitors.

Additionally, the company has seen an average rent increase of 4.5% in recent years, indicating strong demand and the ability to enforce higher rents. This demonstrates the resilience and attractiveness of Alexandria Real Estate Equities' business model, especially in a growing and specialized market.

Institutional Investor Share: Approx. 90% (estimated for 2025 based on historical data)

Insider Buys/Sells: No specific current data available, but historically low activity

Alexandria Real Estate Equities, Inc. is known for having a high proportion of institutional investors, typically around 90%. This is because the company, as a leading developer of life science properties, represents an attractive investment for institutional investors.

Insider buys and sells are usually low, indicating stable management and confidence in the company's long-term strategy. Historical data shows that there are occasional transactions, but they are not significant enough to influence the market.

Market share of Alexandria Real Estate Equities, Inc. (ARE): 12% (2025, estimated)

Top competitors and their market shares:

1. Boston Properties, Inc. (NYSE:BXP): 10%
2. Kilroy Realty Corporation (NYSE:KRC): 8%
3. Healthpeak Properties, Inc. (NYSE:PEAK): 7%
4. Ventas, Inc. (NYSE:VTR): 6%
5. Cousins Properties Incorporated (NYSE:CUZ): 5%

Alexandria Real Estate Equities, Inc. is a leading player in the field of life science properties and has secured a significant market share through its specialized focus on biotechnology and pharmaceutical companies. Alexandria's moat lies in its strong presence in key U.S. innovation centers such as Boston, San Francisco, and San Diego, as well as its ability to secure long-term leases with industry-leading companies.

Compared to competitors, Alexandria has the advantage of focusing on a niche that has experienced significant growth in recent years. While other companies like Boston Properties and Kilroy Realty also hold significant market shares, they are often more diversified and not as heavily focused on life science properties.

Alexandria's moat is significant as they possess a specialized portfolio and deep industry knowledge, giving them a competitive edge. However, companies like Boston Properties could also maintain strong positions due to their diversification and larger financial resources.

Revenue Growth: 7.5% (2024) FFO (Funds from Operations) Growth: 6.8% (2024)

Alexandria Real Estate Equities, Inc. recorded a revenue growth of 7.5% in 2024, attributed to strong demand for specialized properties in the Life Sciences and Technology sector. The company has a stable tenant base with long-term lease agreements, ensuring continuous income.

The 6.8% FFO growth in 2024 indicates that Alexandria Real Estate Equities was able to effectively increase its operational income, a positive sign for the company's financial health. This metric is particularly important for REITs as it reflects the company's ability to pay dividends and invest in new projects.

Additionally, in recent years, the company has strategically expanded its real estate portfolios to capitalize on the growing demand for laboratory and office spaces in urban innovation centers. This expansion could lead to further growth in the long term.

Overall, Alexandria Real Estate Equities' financial performance and strategic direction suggest that it could be a promising investment for investors interested in stable returns and growth.

Dividend Yield: 3.5% (estimated for 2025)
Dividend History: Continuous payout for over 10 years

Alexandria Real Estate Equities, Inc. is known for paying a reliable dividend. The company has a long history of dividend payments and has regularly increased them in recent years. The estimated dividend yield for 2025 is around 3.5%, which is competitive compared to other Real Estate Investment Trusts (REITs).

The reliability of Alexandria Real Estate Equities' dividend payments is supported by stable income from its premier real estate portfolios. These properties are mainly leased to tenants in the life science and technology sectors, providing a stable and growing source of income. Analysts expect the company to continue its dividend policy in the future, barring any significant economic disruptions.