-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：ARE公佈的第一季營收為6.71億美元（年減11.5%，低於市場預期2,500萬美元），去年同期為7.54億美元。租金收入下降12.1%至6.53億美元，反映出入住率下降以及整個投資組合的續租價格面臨巨大壓力。續租和重新租賃的租金變動幅度高達15.0%（現金租金為-15.8%），與2025年第四季-5.5%的現金續租率相比，出現了顯著逆轉。管理層將現金租金預期下調至-14%至-7%，較2月市場狀況惡化以來進一步下調了300個基點。我們預計，在充滿挑戰的生命科學市場環境下，ARE將繼續優化其物業組合，因此2026年全年重新租賃成長將持續承壓。 2025 年第四季至 2026 年第一季續租價差的顯著惡化凸顯了生命科學房地產面臨的艱難經營環境，入住率下降和租金壓力都給近期財務業績和現金流的產生帶來了挑戰。
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