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Alexandria Real Estate Equities, Inc. (ARE) This autumn 2025 Earnings Call Transcript

Alexandria Real Estate Equities, Inc. (ARE) Q4 2025 Earnings Call January 27, 2026 2:00 PM EST

Company Participants

Joel Marcus – Founder & Executive Chairman
Marc Binda – CFO & Treasurer
Hallie Kuhn – Senior Vice President of Science & Technology and Capital Markets
Peter M. Moglia – CEO & Chief Investment Officer

Conference Call Participants

Paula Schwartz – Rx Communications Group LLC
Farrell Granath – BofA Securities, Research Division
Ronald Kamdem – Morgan Stanley, Research Division
John Kim – BMO Capital Markets Equity Research
Vikram Malhotra – Mizuho Securities USA LLC, Research Division
James Kammert – Evercore ISI Institutional Equities, Research Division
Richard Anderson – Cantor Fitzgerald & Co., Research Division
Nicholas Joseph – Citigroup Inc., Research Division
Omotayo Okusanya – Deutsche Bank AG, Research Division
Michael Carroll – RBC Capital Markets, Research Division
Mason P. Guell – Robert W. Baird & Co. Incorporated, Research Division

Presentation

Operator

Good afternoon, everyone, and welcome to the Alexandria Real Estate Equities Fourth Quarter and Year-end 2025 Conference Call. [Operator Instructions] Please also note, today’s event is being recorded.

At this time, I would like to turn the floor over to Paula Schwartz with Investor Relations. Ma’am, please go ahead.

Paula Schwartz
Rx Communications Group LLC

Thank you, and good afternoon, everyone. This conference call contains forward-looking statements within the meaning of the federal securities laws. The company’s actual results might differ materially from those projected in the forward-looking statements. Additional information concerning factors that could cause actual results to differ materially from those in the forward-looking statements is contained in the company’s periodic reports filed with the Securities and Exchange Commission.

And now I’d like to turn the call over to Joel Marcus, Executive Chairman and Founder. Please go ahead, Joel.

Joel Marcus
Founder & Executive Chairman

Thank you, Paula, and welcome, everybody, to our Fourth Quarter and Year-end 2025 Conference Call. With me today are Peter, Marc

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