Alexandria Real Estate Equities, Inc.

AREleader

Alexandria Real Estate Equities is the pioneer and leader in life science and technology campus REITs, owning 42 million SF of lab and office space in top innovation clusters including Cambridge, San Diego, and SF.

⇄ Compare

Products & Revenue

Product Revenue Share

Revenue Breakdown ($3.0B)

Static data (loading live financials…)

Greater Boston (35%)

San Francisco Bay Area (18%)

San Diego (14%)

Maryland/Research Triangle (15%)

NYC & Other (18%)

Segment Breakdown & Key Customers

Product Details

Life Science Campuses75%

Purpose-built lab and office space for biotech and pharma tenants

Technology Campuses15%

R&D and office space for technology companies

Development & Redevelopment10%

Ground-up and conversion projects in innovation clusters

Supply Chain Relationships

Competitors

BXP, Inc.

Office/lab real estate in key markets

Impact: Medium — office REIT competitor

Welltower Inc.

Healthcare-adjacent real estate

Impact: Low — different property type

Key Customers

Moderna, Inc.

Lab and office space leasing

Impact: Medium — major life science tenant

Macro & Market Context

부동산 (REIT)Sector News

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

Upcoming Catalysts

◆EQIX·AMT·PLD Q1 실적 (2026.04~05)◆Fed 금리 결정 (2026.05)◆미국 3월 주택판매 데이터

Latest News

Loading news...

AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Alexandria Real Estate Equities, Inc..

Company Info

Headquarters

Pasadena, California, USA

Founded

1994

Employees

600+

Website

are.com

Sector Overview — 부동산 (REIT)

Sector News