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October 2003

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.


Office Update for 10-31-03

FOUR NOTES: (1) Several stocks in the table below have gone ex-dividend. As a short-cut, I only credit dividends on the dividend date. This will cause minor errors in comparing year-to-date gains between the stocks. (2) Sector averages have been added to two tables. (3) Seven additional companies have been added to the office sector tables: BED, BDN, CEI, DRE, HRP, PP and RA. (4) A new Price/Revenue table has been added.


Industrial Update for 10-31-03


Apartment Update for 10-31-03

    NOTE 1: 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 2: In 02, performance ranged from a positive 22.17% to a negative 23.33% - a spread of 45.5 percentage points. Seven of 16 performances were outside of five percentage points of average. In 03, performance estimates range from a positive 10.31% to a negative 22.81% - a spread of 33.12 percentage points. Six of 16 performance estimates are outside of five percentage points of average. For 04, performance estimates range from a positive 8.09% to a negative 0.43% - a spread of 8.52 percentage points. None of 16 performance estimates are outside of five percentage points of average. My best guess is that the current 04 forecast under-estimates the results for the future winners and over-estimates the results of the future disappointments.

Shopping Center, Mall, and Health Care Update are on here Update page. This months articles are here.


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