| ARE |
Report |
Core FFO/share |
IN-LINE |
pred $1.630 vs. cons $1.632 |
MEDIUM |
| ARE |
Report |
Operating occupancy |
MISS |
pred 85.50% vs. cons 86.56% |
MEDIUM |
| ARE |
Report |
Same-store NOI growth |
MISS |
pred -12.0% vs. cons -10.92% |
MEDIUM |
| ARE |
Guide |
FY2026 Core FFO/share |
UNCHANGED |
guide $6.30-$6.50 vs. cons $6.360 |
MEDIUM |
| ARE |
Guide |
FY2026 year-end operating occupancy |
UNCHANGED |
guide 86.2%-87.8% vs. cons 87.09% |
MEDIUM |
| ARE |
Guide |
FY2026 same-store NOI growth |
BETTER |
guide (10.5)%-(8.5)% vs. cons -10.61% |
MEDIUM |
| ARE |
Guide |
2H26 leasing / life-science demand commentary |
LOWER |
guide selective public-biotech demand and limited Q2 vacancy offset vs. cons UNVERIFIED |
LOW |
| ARE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.0% |
— |
LOW |
| ARE |
Return |
5-day cumulative residual |
-6.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — weak operating exit-rate pressures revisions |
LOW |