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Alexandria Real Estate Equities ARE

equity

Price History

$21.88$88.9$155.93$222.96
1997-05 · DCA start$22

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-81.8%-54.6%-27.3%0.0%
1997-052026-08 · -78.4%

Worst drawdown: −82%, peaking Dec 2021 and bottoming Apr 2026 — still unrecovered after 56 months.

DCA Backtest

Invested
$35,200
Value today
$26,155
Return
-25.7%
Months invested
352

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $53,144 today, so the real (inflation-adjusted) return is -50.8%.

Lump sum instead — $35,200 all at once in May 1997: $76,896 (+118.5%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Dec 2021): $2,935 on $5,700 invested (-48.5%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
1997
1998
1999
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2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1997-05: -25.7%

About Alexandria Real Estate Equities

Alexandria Real Estate Equities, Inc. is a real estate investment trust based in Pasadena, California that invests in office buildings and laboratories leased to tenants in the life science and technology industries. Properties are generally located near universities to attract tenants. The company owns several major technology/biotechnology office campuses including the 740,972 square foot Alexandria Center for Life Science in Manhattan, and the 2,365,487 square foot Alexandria Center at Kendall Square and the 1,181,635 square foot Technology Square in the Boston area. (Wikipedia)

It's a listed company categorised under real estate and office reits, with a market cap of about $8.4B.

It rates High Risk at 2.8/5, meaning several rated factors score badly, so this carries materially more risk than a typical holding.

What pushes the score up: earnings quality (5.0/5) and market / volatility (3.0/5).

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

High Risk(2.8/5)80% rated

How these ratings work

Market / Volatility3.0/5 · weight 20%
  • Annualised volatility (3yr)3/537.9
  • Max drawdown from ATH4/581.8
  • Beta vs S&P 5002/50.81
Liquidity2.0/5 · weight 15%
  • Avg daily $ volume2/597.6m
  • Float % of shares outstandingnot yet researched
Leverage / Financial2.0/5 · weight 20%
  • Debt / equity2/50.82
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality5.0/5 · weight 15%
  • 3yr EPS volatility5/5100
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.