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Alexandria Real Estate Equities, Inc. Announces Tax Treatment for Year 2025 Distributions

On January 23, 2026, Alexandria Real Estate Equities, Inc. (NYSE: ARE) disclosed the tax implications related to its distributions for the year 2025. In light of various tax considerations, the company emphasized the importance of shareholders consulting their personal tax advisors for tailored advice. This announcement concerns stockholders who might be affected by the diverse components of the distribution payments.

The company shared a detailed breakdown, which includes figures for ordinary dividends, capital gains, and a return of capital, thus ensuring that shareholders have clarity on how their respective distributions will be categorized for tax purposes. Specifically, the distribution classifications are critical for investors to comprehend their potential tax liabilities. According to the report, the total distribution amount per share for the specified periods is $5.280, which encompasses a mixture of different income types, such as taxable ordinary dividends and capital gains on real estate.

In its communication, Alexandria stated that the payment dates for these distributions fall on January 15, April 15, July 15, and October 15, 2025, all of which are preceded by a record date of December 31, 2024, for the first distribution. Each distribution is set to be $1.320 for the respective share, with certain portions defined under Section 897(4) of the tax code, which highlights the implications for foreign stockholders or those holding significant stakes in the company.

Highlights from the schedule include:

• - Ordinary dividends: These are listed in the taxable ordinary box and further divided for qualified dividends under Section 199A.
• - Capital gains: Reflected as gains from real estate, this also has subclasses aimed at clarifying obligations for U.S. and non-U.S. holders alike.
• - Return of Capital: A separate classification representing the return of capital to stockholders, distinct from profits generated by usual operational activities.

The breakdown indicates that 66.61% of the total distribution is categorized as ordinary dividends, while approximately 14.45% is allocated to capital gains, which could be particularly significant for shareholders with international tax considerations.

As Alexandria Real Estate Equities continues to solidify its standing as a leader in the life science real estate investment trust (REIT) sector, financial transparency remains a top priority. The pivotal nature of its distributions underpins a commitment to shareholder value, ensuring that investors are not only informed but prepared for any tax ramifications. The company's proactive stance is indicative of its broader strategy to maintain strong, collaborative partnerships across several key real estate markets, including Boston, San Francisco’s Bay Area, and New York City, among others.

The real estate market is undergoing significant evolution, particularly within bio-sciences and life sciences facilities, making the insights provided by Alexandria extremely relevant. As such, understanding the tax implications of their investments becomes essential for shareholders aiming to navigate their financial portfolios effectively within this landscape.

Therefore, Alexandria encourages shareholders to take the time to analyze their individual circumstances in relation to these distributions. The essence of the announcement is not just an obligation but part of Alexandria's dedication to fostering a clear and effective communication channel with its shareholders. This showcases a commitment to transparency and shareholder engagement, which is essential in today’s financial environment, characterized by fluctuating market conditions and changing regulations.

In conclusion, Alexandria Real Estate Equities, Inc. reiterates that the information provided regarding tax treatment serves as a guideline, and stockholders are urged to connect with their tax advisors to clarify their specific situations concerning these distributions. For further information, stakeholders can visit Alexandria's official website or directly contact the company’s investor relations team, ensuring a comprehensive understanding of how best to approach their investments in light of tax considerations.