Alexandria Real Estate: The Risk Was At $220, Not At $51

Luuk Wierenga 1.69K Followers Follow Summary Alexandria Real Estate has declined 75% in five years due to oversupply, higher rates, and a biotech funding slowdown. Despite recent negative rental rate changes and falling occupancy, ARE's best-in-class assets are positioned for a flight to quality as supply dries up. Life sciences market fundamentals are stabilizing, with construction pipelines shrinking and key markets showing early signs of recovery. I maintain a bullish, long-term stance on ARE, advocating disciplined dollar-cost-averaging to capitalize on the anticipated sector turnaround. welcomeinside/iStock via Getty Images Introduction My readers know that I've covered Alexandria Real Estate ( ARE ) quite extensively in the last 1.5 years, written 8 articles along the way. As a contrarian REIT investor, I was drawn to the stock This article was written by Luuk Wierenga 1.69K Followers Follow I'm Luuk Wierenga, an economics teacher from the Netherlands with a strong passion for income investing. As a REIT specialist I specialize in identifying Real Estate Investment Trusts (REITs) that are temporarily out-of-favor with Mr. Market. I use fundamental economic insights to assess the true intrinsic value of a stock. My investment horizon is long-term, and my strategy revolves around contrarian and deep-value opportunities. I also contribute to the investing group High Dividend Opportunities led by Rida Morwa and a team of other top Seeking Alpha income investing analysts. The service focuses on sustainable income through a variety of high yield investments with a targeted safe +9% yield. Features include: model portfolio with buy/sell alerts, preferred and baby bond portfolios for more conservative investors, vibrant and active chat with access to the service’s leaders, dividend and portfolio trackers, and regular market updates. The service philosophy focuses on community, education, and the belief that nobody should invest alone. Analyst’s Disclosure: I/we have a beneficial long position in the shares of ARE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.