--- title: "Alexandria Real Estate Equities Industry Context" description: "Industry Context for Alexandria Real Estate Equities (ARE)." canonical: https://www.getswoopr.com/stocks/companies/alexandria-real-estate-equities/industry-context/ source: "Swoopr Investment: https://www.getswoopr.com" --- **Direct answer:** This research guide covers industry context analysis for Alexandria Real Estate Equities Industry Context using primary SEC filings as the source of record. Each section identifies what to verify, where to find it, and why it matters to an investment decision. Figures must be confirmed against current filings before use. # Alexandria Real Estate Equities Industry Context ## How Does ALEXANDRIA REAL ESTATE EQUITIES, INC. Sit in Its SEC Industry Classification? ALEXANDRIA REAL ESTATE EQUITIES, INC. files under SEC standard industrial classification 6798, Real Estate Investment Trusts. Among the 112 companies Swoopr covers under SIC 6798, its latest reported revenue of $3.0 billion ranks 19th. The comparison uses each company's own latest fiscal year, which can differ by up to a year across the group. | Measure | ALEXANDRIA REAL ESTATE EQUITIES, INC. (FY2025) | Peer reference | | --- | --- | --- | | Revenue | $3.0 billion | 19th of 112 | | Revenue growth | -2.9% | +4.1% (median of 54 peers with a quarter to four times its revenue) | Companies of similar size in the same classification: [VIVMARK RESIDENTIAL](https://www.getswoopr.com/stocks/companies/vivmark-residential/) ($3.1 billion), [HEALTHPEAK PROPERTIES, INC.](https://www.getswoopr.com/stocks/companies/healthpeak-properties/) ($2.8 billion), [SBA COMMUNICATIONS CORP](https://www.getswoopr.com/stocks/companies/sba-communications/) ($2.8 billion), [Extra Space Storage Inc.](https://www.getswoopr.com/stocks/companies/extra-space-storage/) ($3.4 billion), [BXP, Inc.](https://www.getswoopr.com/stocks/companies/bxp-inc/) ($3.5 billion). A classification code groups companies by how they describe their main business to the SEC, so two companies with the same code can still differ in customers, geography and cost structure. Treat the comparison as a starting point for the questions below. ## Where value can be captured The property value chain includes land, construction, financing, ownership, leasing, property management, tenants, brokers, and capital markets. Location and replacement cost interact with tenant demand and financing conditions. For Alexandria Real Estate Equities, name suppliers, channels, customers and infrastructure dependencies only when a reliable source establishes the relationship. The goal is to show where the company sits, what it depends on, and where bargaining power resides. ## Industry drivers - Occupancy: connect this driver to a disclosed KPI and to the financial statement line it influences. - Rent Growth: connect this driver to a disclosed KPI and to the financial statement line it influences. - Leasing Spreads: connect this driver to a disclosed KPI and to the financial statement line it influences. - Same-Property Net Operating Income: connect this driver to a disclosed KPI and to the financial statement line it influences. - Development Activity: connect this driver to a disclosed KPI and to the financial statement line it influences. - Acquisition And Disposition Activity: connect this driver to a disclosed KPI and to the financial statement line it influences. - Interest Expense: connect this driver to a disclosed KPI and to the financial statement line it influences. - Asset Values: connect this driver to a disclosed KPI and to the financial statement line it influences. ## Macro connections - Interest Rates: document the transmission mechanism rather than assuming correlation. - Employment: document the transmission mechanism rather than assuming correlation. - Housing Formation: document the transmission mechanism rather than assuming correlation. - Commercial Construction: document the transmission mechanism rather than assuming correlation. - Consumer Spending: document the transmission mechanism rather than assuming correlation. - Capital-Market Liquidity: document the transmission mechanism rather than assuming correlation. ## Peer map A starting peer group from the current S&P 500 classification is **American Tower, BXP, Inc., CBRE Group, Camden Property Trust, CoStar Group, Crown Castle**. Some may be adjacent rather than direct competitors. The latest Alexandria Real Estate Equities filing and credible industry sources should refine the map. ## Questions for the supply-chain map - Which inputs are scarce, concentrated, regulated, or difficult to substitute? - Which layer has the highest switching costs? - Where can capacity expand quickly, and where does it take years? - Which participants bear inventory, credit, commodity, or utilization risk? - Is Alexandria Real Estate Equities's advantage located in intellectual property, physical assets, licenses, distribution, brand, data, or customer integration? - Which dependency could become a bottleneck under stress? ## References The evergreen analysis above is anchored to verified index metadata and a filing-first research workflow. Time-sensitive financial figures are refreshed from the latest primary filings. - [S&P Dow Jones Indices: S&P 500](https://www.spglobal.com/spdji/en/indices/equity/sp-500/) - [SEC EDGAR company filings for Alexandria Real Estate Equities](https://www.sec.gov/edgar/browse/?CIK=1035443&owner=exclude&action=getcompany) - [SEC submissions JSON for CIK 1035443](https://data.sec.gov/submissions/CIK0001035443.json) **Source-review rule:** Check any statement about current revenue, margins, management, products, segment mix, guidance, market share or capital allocation against the latest 10-K, 10-Q, 8-K, proxy statement, earnings release or official investor-relations material before relying on it. **[Swoopr Editorial Team](https://www.getswoopr.com/authors/swoopr-editorial-team/)** Swoopr's editorial team produces independent investment education content reviewed for accuracy and clarity. We do not provide personalized financial advice. 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