🔴 ALEXANDRIA REAL ESTATE (ARE) : Dividende Coupé (-45%) ! Opportunité Historique ou Piège ?
0:48 Strategic Position & Leadership in Life Sciences1:13 Alexandria's Key Portfolio Metrics2:18 Current Market Headwinds & Challenges5:07 Key Strategic Decisions & Balance Sheet Focus8:35 2026 Financial Objectives & Asset Dispositions11:15 Mega-Campus Strategy & Asset Optimization12:13 Advantages of the Mega-Campus Model15:04 Strong Financial Health & Debt Management16:09 Market Outlook & Future Catalysts18:44 Identified Risks for Alexandria19:54 Performance Analysis & Valuation21:11 Future of Talent & AI in Mega-Campuses22:38 Investment Conclusion & Recommendations
