Alexandria Real Estate Equities, Inc. Celebrates 32 Years of Pioneering Leadership in Life Science Real Estate and Consequential Impact on Advancing Human Health

Rhea-AI Summary

Alexandria Real Estate Equities (NYSE: ARE) marked its 32nd anniversary on Jan 5, 2026, highlighting its role as a pioneer in life science real estate and Megacampus ecosystems that support drug development and innovation.

Key reported metrics through Sept 30, 2025: 71% of annual rental revenue came from Greater Boston, San Francisco Bay Area, and San Diego; Megacampus occupancy was 91% (+18% vs. market); combined leasing volume in those three markets equaled ~105% of the next five largest owners from Jan 1, 2023–Sept 30, 2025; and five-year average tenant retention exceeded 80%. The company also said 39% of the 44 novel therapies approved by FDA in 2025 were developed or commercialized by Alexandria tenants.

Alexandria plans a public-private partnership MAP-D clinical study targeting a May 2026 launch to identify biomarkers for depression.

Positive

• 71% of rental revenue from three core markets as of Sept 30, 2025
• Megacampus occupancy at 91%, +18% above market average
• Combined leasing volume ≈ 105% of five largest peers (Jan 1, 2023–Sept 30, 2025)
• Five-year average tenant retention > 80%
• 39% of 2025 FDA novel therapies linked to Alexandria tenants

Negative

• Revenue concentration: 71% from Greater Boston, Bay Area, San Diego increases market-concentration risk
• Company cites sector headwinds—research funding shifts, FDA delays, capital market issues, drug pricing, and global competition

News Market Reaction – ARE

+1.16%

1 alert

+1.16% News Effect

On the day this news was published, ARE gained 1.16%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

PASADENA, Calif., Jan. 5, 2026 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE), the first, preeminent, longest-tenured, and pioneering owner, operator, and developer of collaborative Megacampus^™ ecosystems in AAA life science innovation cluster locations, today celebrates the 32nd anniversary of the company's founding as a garage startup and its creation of life science real estate as a transformative new commercial asset class focused on the critically important life science industry — one that is vital to advancing U.S. health, economic resilience, and national security. The significant milestone reaffirms Alexandria's enduring leadership for over three decades at the vanguard of this essential industry, delivering mission-critical infrastructure and creating ecosystems that accelerate life science innovation to address the more than 90% of diseases that still lack effective treatments.

"As the cornerstone of U.S. innovation and societal progress, the life science industry is navigating a period of change. Evolving research funding priorities, organizational challenges at the FDA, ongoing private and public capital market issues, drug pricing efforts, and intensifying global competition pose challenges, yet they also reinforce the importance of sustained and robust domestic life science investment to maintain U.S. global leadership. The industry remains central to national security and to the discovery of groundbreaking technologies, therapies, and cures that improve, extend, and save lives. Among the 44 novel therapies approved by the FDA in 2025, 39% were developed or commercialized by Alexandria tenants," said Joel S. Marcus, executive chairman and founder of Alexandria Real Estate Equities, Inc. and Alexandria Venture Investments. "As we commemorate our 32nd anniversary and look ahead, Alexandria's mission and differentiated platform have never been more critical and consequential. Our unique Megacampus ecosystems continue to empower scientific advancement and drive the development of new medicines."

Amid a challenging environment, the company's best-in-class asset base — anchored by its highly differentiated Megacampus ecosystems — continues to capture an outsized share of demand and reinforce Alexandria's position as the most trusted brand in life science real estate, evidenced by the following:

• In Greater Boston, the San Francisco Bay Area, and San Diego, which together generated 71% of Alexandria's annual rental revenue as of September 30, 2025, Megacampus occupancy was 91%, exceeding the average market occupancy by 18%.
• From January 1, 2023 through September 30, 2025, Alexandria's combined leasing volume in these three markets totaled approximately 105% of the aggregate square footage leased by the next five largest life science real estate owners combined.
• The company's strong tenant retention rate averaged more than 80% over the past five years.

These exceptional statistics highlight the strategic importance of Alexandria's Megacampus platform, which uniquely meets the needs of the collaborative life science industry. The scale and flexibility of this differentiated platform, bolstered by Alexandria's strong brand trust, high-quality long-term tenant relationships, and operational excellence, drive the company's economic engine.

Integral to Alexandria's mission is its leadership in fostering collaborations that meaningfully improve human health. A key priority for Alexandria in 2026 is its pioneering public-private partnership with the Foundation for the National Institutes of Health focused on leveraging precision medicine to deepen scientific understanding of depression and revolutionize patient care. Central to this effort is the Multi-Level Assessment & Phenotyping in Depression (MAP-D) program, which Alexandria initiated as a bold response to the urgent need for more effective treatments for the disorder. Affecting more than 21 million adults in the United States each year and costing over $380 billion annually, major depressive disorder remains one of the country's most pressing and underserved health challenges. MAP-D aims to modernize clinical trials and enable more personalized diagnosis and treatment. With the design phase complete, Alexandria continues to play a major leadership role toward realizing a seminal clinical study to identify and validate biomarkers for depression, which is targeted to launch in May in conjunction with Mental Health Awareness Month.

About Alexandria Real Estate Equities, Inc.
Alexandria Real Estate Equities, Inc. (NYSE: ARE), an S&P 500^® company, is a best-in-class, mission-driven life science REIT making a positive and lasting impact on the world. With our founding in 1994, Alexandria pioneered the life science real estate niche. Alexandria is the preeminent and longest-tenured owner, operator, and developer of collaborative Megacampus^™ ecosystems in AAA life science innovation cluster locations, including Greater Boston, the San Francisco Bay Area, San Diego, Seattle, Maryland, Research Triangle, and New York City. As of September 30, 2025, Alexandria has a total market capitalization of $27.8 billion and an asset base in North America that includes 39.1 million RSF of operating properties and 4.2 million RSF of Class A/A+ properties undergoing construction and one 100% pre-leased committed near-term project expected to commence construction in 2026. Alexandria has a long-standing and proven track record of developing Class A/A+ properties clustered in highly dynamic and collaborative Megacampus environments that enhance our tenants' ability to successfully recruit and retain world-class talent and inspire productivity, efficiency, creativity, and success. Alexandria also provides strategic capital to transformative life science companies through our venture capital platform. We believe our unique business model and diligent underwriting ensure a high-quality and diverse tenant base that results in higher occupancy levels, longer lease terms, higher rental income, higher returns, and greater long-term asset value. For more information on Alexandria, please visit www.are.com.

Forward-Looking Statements
This press release includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such forward-looking statements include, without limitation, statements regarding Alexandria's impact on the development of novel medicines, treatments, therapies, and cures and on human health and well-being; Alexandria's thought leadership, collaborations, investments, and progress relating to the treatment of depression; the launch, goals, and efforts of the MAP-D program; the likelihood of continued commitment and efforts by Alexandria to foster collaboration that improves human health; and Alexandria's ability to meet and anticipate industry needs and maintain strategic relationships. These forward-looking statements are based on Alexandria's present intent, beliefs, or expectations, but forward-looking statements are not guaranteed to occur and may not occur. Actual results may differ materially from those contained in or implied by Alexandria's forward-looking statements as a result of a variety of factors, including, without limitation, the risks and uncertainties detailed in its filings with the Securities and Exchange Commission. All forward-looking statements are made as of the date of this press release, and Alexandria assumes no obligation to update this information. For more discussion relating to risks and uncertainties that could cause actual results to differ materially from those anticipated in Alexandria's forward-looking statements, and risks and uncertainties to Alexandria's business in general, please refer to Alexandria's filings with the Securities and Exchange Commission, including its most recent annual report on Form 10-K and any subsequently filed quarterly reports on Form 10-Q.

CONTACT: Paula Schwartz, Managing Director, Rx Communications Group, (917) 633-7790, pschwartz@rxir.com

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SOURCE Alexandria Real Estate Equities, Inc.

FAQ

What did Alexandria (ARE) announce on January 5, 2026 about its 32nd anniversary?

Alexandria marked its 32nd anniversary and highlighted its Megacampus platform, tenant achievements, and strategic metrics through Sept 30, 2025.

How much of Alexandria's rental revenue did Greater Boston, Bay Area, and San Diego generate for ARE?

Those three markets generated 71% of Alexandria's annual rental revenue as of Sept 30, 2025.

What occupancy and leasing metrics did Alexandria report that matter to ARE investors?

Megacampus occupancy was 91% (about +18% above market) and combined leasing volume in three core markets was ≈ 105% of the next five largest owners (Jan 1, 2023–Sept 30, 2025).

What tenant retention and innovation signals did Alexandria report for ARE?

The company reported a five-year average tenant retention rate of > 80% and said 39% of 2025 FDA novel therapies were developed or commercialized by its tenants.

What is Alexandria's MAP-D program and when will it launch for ARE investors?

MAP-D is a public-private precision-medicine study on depression; design is complete and a clinical study is targeted to launch in May 2026.

What sector risks did Alexandria identify that could affect ARE shareholders?

The company cited evolving research funding, FDA organizational challenges, capital market issues, drug-pricing efforts, and intensifying global competition as headwinds.