Contrarian Corpus
Land & Buildings vs. Alexandria Real Estate Equities, Inc.

Alexandria Real Estate Equities, Inc. · ARE

1 deck published between 2023-06-01 and 2023-06-01 — 3 pages, 3 analysed slides total.

follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2023-06-01 follow up

    2023 06 LandB Life Science Hurricane Update 1 June 2023

    3pp · research_note

    Alexandria's life-science office portfolio is being hit by the same WFH hurricane as traditional offices, and shares face 30-40% downside if re-rated to coastal office REIT peers.