ARE
Market read
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
Invalidation: The isolated read changes if ARE's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying supportive evidence was identified.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Gains or losses resulting from the translation of these subsidiaries’ balance sheets and statements of operations are classified in accumulated other comprehensive income (loss) as a separate component of total equity and are excluded from net income (loss).”10-Q · Aug 3, 2026 ↗
“The increase in demand for premium office space since 2024, primarily driven by the technology sector, particularly companies focused on AI, absorbed some of the market’s supply previously anticipated for life science use and is now being repositioned back in…”10-Q · Apr 27, 2026 ↗
“90 The following table presents key terms related to our unconsolidated real estate joint ventures’ secured loans as of March 31, 2026 (dollars in thousands): Maturity Date Stated Rate Interest Rate (1) At 100% Our Share Unconsolidated Joint Venture Aggregate…”10-Q · Apr 27, 2026 ↗
“Our investment income (loss) for the years ended December 31, 2025 , 2024 , and 2023 consisted of the following (in thousands): Year Ended December 31, 2025 2024 2023 Realized (losses) gains $ ( 83,323 ) (1) $ 59,124 $ 6,078 Unrealized gains (losses) 26,980 (…”10-K · Jan 26, 2026 ↗
Valuation discipline
Price/sales 2.8× · EV/sales 6.7×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 12:45 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for ARE. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for ARE. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Pacific Gas and Electric Company (“PG&E”) is the primary public utility company providing electrical and gas service to residential and commercial customers in northern California, including the San Francisco Bay Area.”
“Joint venture financial information We present components of balance sheet and operating results information related to our real estate joint ventures, which are not presented, or intended to be presented, in accordance with GAAP.”
“The second project relates to two properties at the Alexandria Technology Square ® Megacampus in our Cambridge submarket, which are undergoing their first major renovation in 16 y ears.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
ARE is currently a Leader in the organic co-movement group Life Science REITs. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for ARE; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.