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lexandria Real Estate Equities trimmed its 2025 earnings forecast, disclosed a $323.9 million real‑estate impairment for Q3, and recorded a quarterly net loss of $232.75 million, while sales and revenue fell year‑over‑year. The jump in impairments versus the prior year and the downward earnings revision highlight persistent difficulties in the company’s portfolio performance and valuation. The write‑down’s effect on the investment thesis and long‑term earnings path will be examined.
To hold Alexandria shares, investors must trust that demand for niche life‑science facilities in leading innovation hubs will outpace short‑term earnings volatility and sector disruptions. Recent impairments and the revised 2025 outlook spotlight immediate risks: declining occupancy, slower leasing, and ongoing market‑value headwinds—key barriers to near‑term earnings recovery. The Q3 impairment, far larger than last year’s, combined with the net loss and reduced sales/revenue, raises urgency around asset valuation and future profitability, fueling current volatility and concerns about Alexandria’s growth narrative.
Despite rising healthcare demand, investors must weigh these risks carefully. The full narrative is available for free.
Projections estimate Alexandria will generate $3.2 billion in revenue and $288.1 million in earnings by 2028, assuming a 0.7 % annual revenue decline and a $309.6 million earnings improvement from the current $‑21.5 million loss. These forecasts imply a fair value of $96.07—about a 73 % upside to the current price.
Community estimates (Nov 2025) range from $71 to $136, reflecting nine divergent views. Persistent pressure on occupancy and leasing velocity may keep investor opinions wide apart as the portfolio hits a low point.
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