AR
ARE
ARE What Alexandria Real Estate Equities promised, and what happened
Guidance
What management said, and what became of it
13 of 19 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Total leasing volume | around 900,000 square feet | Mar 2026 | Leasing volume for the quarter was solid at 1,039,000 square feet. | Achieved |
| Capitalized interest | $250 million | Dec 2025 | We reduced our guidance for capitalized interest by $5 million at the midpoint of our range due to anticipated earlier completion of certain construction and preconstruction milestones, primarily impacting 4Q including a potential decline related to projects which we are evaluating business and financial strategy. | Revised Up |
| Construction spending | similar to slightly higher than $1.75 billion | Sep 2025 | We're laser focused on trying to reduce our CapEx of the $1.75 billion construction pipeline for this year, which is fortunately highly leased, and we're anxious to continue deliveries and we're focused on the lease-up of vacant space and making good progress there. | On Track |
The full ledger
Open Alexandria Real Estate Equities’s full ledger
A free account opens 5 company ledgers a month. All 39 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 39 tracked commitments for Alexandria Real Estate Equities
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.