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NOTE: Although the tables below are checked and double-checked for accuracy, and may at times be 100% accurate - do NOT count on that. Please confirm through your own research any numbers on which you are to make a buy, sell or hold decision. Over the last two weeks, there were falling 03 FFO estimates for HIW, PKY and TRZ. VNO's rose. Over the same time span, SLG dropped a tenth of a point on ratings - even while its 04 FFO estimate rose a penny. Surprisingly, TRZ rose a tenth on ratings. Also over the past two weeks, the spreads between the high and low 03 FFO estimates fell for HIW and VNO. HIW's FFO estimates dropped and VNO's rose. Both stocks rose, but VNO did rise noticably more. KE, which also had a big spread which did not narrow, also rose in price - but less than average. It is an experiment to post these spreads - and it appears that spreads no influence short term price movements. So, will KE's spread drop? Will it be the 'falling knife' and result in consensus 03FFO dropping too? Will TRZ's spread drop with consensus FFO rising? Stay tuned. NOTE: ASN's 02 FFO had to be estimated (and estimated to reflect an average decrease compared to 03) due to the fact that ASN prefers to use EPS - and I could not find the number in their press releases or annual statements. Note: Shopping Center, Mall, and Health Care Update are on here Update page. This months articles are here. Home Page Previous REIT Update Top Sites
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