Alexandria Real Estate Equities, Inc. Announces Tax Treatment of Year 2021 Distributions

Rhea-AI Summary

Alexandria Real Estate Equities (NYSE: ARE) announced the tax treatment for its 2021 distributions, detailing the composition of dividends, capital gains, and return of capital. The report urges stockholders to consult tax advisors regarding their specific tax implications. The distributions per share include $4.420000 total with various components classified under ordinary dividends, capital gains, and return of capital, highlighting a significant portion classified as qualified dividends. The record and payment dates for distributions are also specified.

Positive

• Total distributions per share are $4.420000, indicating a robust return for shareholders.
• 46.35% of total distributions are classified as qualified dividends, potentially beneficial for investors.

Negative

• None.

PASADENA, Calif., Jan. 27, 2022 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE) today announced the tax treatment of its year 2021 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

						Dividends				Capital Gains				Section 897(4) Ordinary Dividends (Box 2e)		Section 897(4) Capital Gains on Real Estate (Box 2f)		Return of Capital(5) (Box 3)		Section 199A(1) Dividends (Box 5)
Record Date		Payment Date		Distribution Per Share		Taxable Ordinary (Box 1a)		Qualified(1) (Box 1b)		Total(2) (Box 2a)		Unrecaptured Section 1250(3) (Box 2b)
12/31/20		1/15/21		$  1.090000		$  0.505215		$           —		$ 0.584785		$      0.040984		$  0.014715		$  0.242198		$        —		$  0.505215
3/31/21		4/15/21		1.090000		0.505215		—		0.584785		0.040984		0.014715		0.242198		—		0.505215
6/30/21		7/15/21		1.120000		0.519120		—		0.600880		0.042112		0.015120		0.248864		—		0.519120
9/30/21		10/15/21		1.120000		0.519120		—		0.600880		0.042112		0.015120		0.248864		—		0.519120
				$  4.420000		$  2.048670		$           —		$ 2.371330		$      0.166192		$  0.059670		$  0.982124		$        —		$  2.048670
				100 %		46.35 %		— %		53.65 %		3.76 %		1.35 %		22.22 %		— %		46.35 %

(1)	Qualified and Section 199A dividends are a subset of, and included in, the taxable ordinary dividend 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 $2.371330 (100.00% of Box 2a) per share and $1.336720 (56.37% 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 gain 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. shareholders 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. shareholders 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^® urban office real estate investment trust, is the first, longest-tenured and pioneering owner, operator and developer uniquely focused on collaborative life science, agtech and technology campuses in AAA innovation cluster locations. Founded in 1994, Alexandria pioneered this niche and has since established a significant market presence in key 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, Vice President – Communications, (626) 788-5578, skabakoff@are.com

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SOURCE Alexandria Real Estate Equities, Inc.

FAQ

What is the tax treatment of Alexandria Real Estate Equities' 2021 distributions?

Alexandria Real Estate Equities has provided a breakdown of its 2021 distributions, urging stockholders to consult tax advisors for specific implications.

What are the distribution amounts for ARE in 2021?

The total distribution per share for Alexandria Real Estate Equities in 2021 is $4.420000.

What percentage of ARE's 2021 distributions are qualified dividends?

46.35% of the total distributions for 2021 are classified as qualified dividends.

When were the distributions for Alexandria Real Estate Equities paid in 2021?

The distributions for 2021 were paid on various dates including January 15, April 15, July 15, and October 15.

What should shareholders know about reporting ARE's distributions for tax purposes?

Shareholders should consult with their tax advisors regarding the reporting of Alexandria Real Estate Equities' distributions, as the tax treatment may vary.