Alexandria Real Estate Eq Inc SEC Filings

Alexandria Real Estate Equities (ARE) updated its outlook under Regulation FD. The company expects the midpoint of its range for 2026 funds from operations (FFO) per share – diluted, as adjusted, to fall within $6.25 to $6.85.

Management highlighted headwinds: same property net operating income decreased 6.0% in 3Q25 versus 3Q24, and operating occupancy declined for four consecutive quarters from 94.7% as of September 30, 2024 to 90.6% as of September 30, 2025. 3Q25 lease expirations that reduced occupancy by 1.1% represented about $29.0 million in prior annual rent. Upcoming expirations of 1.2 million RSF with $81 million in annual rent are expected to become vacant around March 19, 2026, with weighted-average downtime of 6–24 months.

The company had about $4.2 billion average real estate basis capitalized YTD 3Q25 for pre-construction activities, with milestones anticipated on April 14, 2026. Pending dispositions aggregated $1.0 billion as of October 27, 2025, expected to close in late 4Q25 and reduce EBITDA in 1Q26. 2026 construction spend is expected to be similar or slightly above $1.75 billion. G&A savings of approximately $49 million (29%) are targeted for 2025, with roughly half continuing into 2026. The Board is expected to carefully evaluate the 2026 dividend strategy.

Alexandria Real Estate Equities, Inc. (ARE) furnished an update on its business by announcing it issued a press release titled “Alexandria Real Estate Equities, Inc. Reports Third Quarter Ended September 30, 2025 Financial and Operating Results.” The press release and supplemental information are attached as Exhibit 99.1 and referenced on the company’s website.

The information under Item 2.02 is furnished, not filed, and the report includes a standard forward‑looking statements notice.

Alexandria Real Estate Equities (ARE) reported a Q3 2025 net loss as higher non-cash charges outweighed rental income. Total revenues were $751.9 million, driven by income from rentals of $735.8 million. Expenses rose sharply, including depreciation and amortization of $340.2 million and an impairment of real estate of $323.9 million, leading to a net loss of $197.8 million (basic and diluted EPS of $-1.38).

For the nine months, revenues were $2.27 billion with income from rentals of $2.22 billion; non-cash charges remained heavy, with impairments totaling $485.6 million and depreciation and amortization of $1.03 billion, resulting in a net loss of $221.4 million (EPS $-2.09). Interest expense increased to $54.9 million in Q3. On the balance sheet, unsecured senior notes were $12.05 billion and borrowings under the unsecured senior line of credit and commercial paper were $1.55 billion.

Cash from operations was strong at $1.10 billion year‑to‑date. Investing outflows included $1.54 billion of additions to real estate. Financing activities reflected active liability management and a $208.2 million common stock repurchase, alongside $684.4 million in common dividends for the nine months. Shares outstanding were 172,825,059 as of October 15, 2025.

Alexandria Real Estate Equities (ARE) reported an insider transaction. A director acquired 313 shares of common stock on 10/15/2025 (Transaction Code A) at a stated price of $0. After this transaction, shares beneficially owned were 26,020, held directly.

The filing indicates it was filed by one reporting person. No derivative securities were reported.

Alexandria Real Estate Equities (ARE) director reported an insider transaction on a Form 4. On 10/15/2025, the director acquired 363 shares of common stock at $0. Following the transaction, beneficial ownership stood at 21,323 shares direct, with an additional 1,400 shares indirect held by a trust.

Alexandria Real Estate Equities, Inc. (ARE) reported an insider transaction by a director. On 10/15/2025, the reporting person acquired 88 shares of common stock at $0 per share. Following this transaction, the reporting person beneficially owned 18,085 shares, held directly.

The filing was made by one reporting person and identifies the individual’s relationship to the issuer as a Director.

Alexandria Real Estate Equities, Inc. (ARE) disclosed a Form 4 showing a company director acquired 122 shares of common stock on October 15, 2025. The transaction was coded “A” and priced at $0 per share. After this acquisition, the director directly owns 9,555 shares. No derivative transactions were reported in the filing.

Alexandria Real Estate Equities (ARE) reported an insider transaction by a director. On 10/15/2025, the director acquired 85 shares of common stock at $0 per share (Transaction Code A). Following this transaction, the director beneficially owns 5,292 shares, held directly.

This filing reflects a routine equity award to a board member and does not indicate broader corporate changes.

ALEXANDRIA REAL ESTATE EQUITIES, INC. (ARE) Form 4 shows director Steve Hash reported a non-derivative acquisition of 330 shares on 09/30/2025. The reported transaction code is V and the price is listed as $0. Following the transaction, the reporting person beneficially owned 25,707 shares, held in a direct ownership form. The filing is signed by an authorized attorney-in-fact.