PASADENA, Calif. – January 26, 2024 – Alexandria Real Estate Equities,
Inc. (NYSE: ARE) today announced the tax treatment of its year 2023 distributions as described in the chart below. Stockholders are encouraged to consult with their own tax advisors as to their specific tax treatment of Alexandria Real Estate Equities, Inc. distributions.
Common Stock
CUSIP # 015271109
Ticker Symbol: ARE
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Section
897(4)
Ordinary
Dividends
(Box 2e) |
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Section
897(4) Capital
Gains on
Real
Estate
(Box 2f) |
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Return of Capital(5) (Box 3) |
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Section
199A(1) Dividends (Box 5) |
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Dividends |
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Capital Gains |
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Record Date |
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Payment Date |
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Distribution Per Share |
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Taxable Ordinary (Box 1a) |
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Qualified(1) (Box 1b) |
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Total(2) (Box 2a) |
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Unrecaptured
Section 1250(3) (Box 2b) |
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12/30/22 |
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1/13/23 |
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$ 1.210000 |
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$ 1.062017 |
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$ — |
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$ 0.147983 |
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$ 0.002541 |
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$ — |
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$ 0.028314 |
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$ — |
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$ 1.062017 |
3/31/23 |
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4/14/23 |
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1.210000 |
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1.062017 |
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— |
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0.147983 |
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0.002541 |
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— |
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0.028314 |
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— |
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1.062017 |
6/30/23 |
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7/14/23 |
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1.240000 |
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1.088348 |
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— |
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0.151652 |
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0.002604 |
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— |
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0.029016 |
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— |
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1.088348 |
9/29/23 |
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10/13/23 |
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1.240000 |
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1.088348 |
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— |
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0.151652 |
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0.002604 |
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— |
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0.029016 |
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— |
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1.088348 |
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$ 4.900000 |
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$ 4.300730 |
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$ — |
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$ 0.599270 |
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$ 0.010290 |
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$ — |
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$ 0.114660 |
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$ — |
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$ 4.300730 |
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100 % |
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87.77 % |
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— % |
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12.23 % |
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0.21 % |
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— % |
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2.34 % |
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— % |
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87.77 % |
(1) Qualified and Section 199A dividends are a subset of, and included in, the
taxable ordinary dividends amount.
(2) For purposes of
Section 1061 and Treasury Regulation §1.1061-6(c), the aggregate “One Year Amounts
Disclosure” and “Three Year Amounts Disclosure” are $0.599270 (100.00% of Box 2a)
per share and $0.525799 (87.74% of Box 2a) per share, respectively. Such additional information generally
pertains to shares held through “applicable partnership interests” subject to Section 1061.
(3) Unrecaptured Section 1250 gains are a subset of, and included in, the total
capital gains amount.
(4) These amounts reflect a distribution’s composition of gains from the disposition
of “United States real property interests” under Section 897. Generally, such information is relevant only to
non-U.S. stockholders that own more than 10% of the Company’s stock, as determined for purposes of Section 897,
and certain entities through which non-U.S. stockholders own the Company’s stock.
(5) Return of capital represents a return of stockholder investment.
About Alexandria Real Estate Equities, Inc.
Alexandria Real Estate Equities, Inc. (NYSE: ARE), an S&P 500® company, is a best-in-class,
mission-driven life science REIT making a positive and lasting impact on the world. As the pioneer of the
life science real estate niche since our founding in 1994, Alexandria is the preeminent and longest-tenured owner,
operator and developer of collaborative life science, agtech and advanced technology mega campuses in AAA innovation
cluster locations, including Greater Boston, the San Francisco Bay Area, New York City, San Diego, Seattle, Maryland
and Research Triangle.
For more information, please visit www.are.com.
Contact: Sara Kabakoff, Senior Vice President – Chief Content Officer, (626) 788-5578, skabakoff@are.com
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