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.

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产品与营收

产品营收占比

营收构成 ($3.0B)

静态数据（加载实时财务…）

Greater Boston (35%)

San Francisco Bay Area (18%)

San Diego (14%)

Maryland/Research Triangle (15%)

NYC & Other (18%)

业务板块构成与主要客户

产品详情

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

供应链关系

竞争对手

BXP, Inc.

Office/lab real estate in key markets

影响: Medium — office REIT competitor

Welltower Inc.

Healthcare-adjacent real estate

影响: Low — different property type

主要客户

Moderna, Inc.

Lab and office space leasing

影响: Medium — major life science tenant

宏观与市场背景

부동산 (REIT)行业新闻

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

近期催化剂

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

AI 分析

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企业信息

总部

Pasadena, California, USA

成立时间

1994

员工人数

600+

官网

are.com

行业概况 — 부동산 (REIT)

行业新闻