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REIT Valuation Stats for Retail & Health Care Sectors

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January 2004

First week summary:
   In the first full week of December [through the 9th], the Retail sector prices gained .68%, the Mall sector gained .87& and the Health sector rose .81%.

Second week summary:
   In the second week of December [through the 16th], the Retail sector prices fell to from a .68% gain to a .26% gain. The Mall sector rose from agained .87% to 2.03% and the Health sector was up 2.67% for the year.

Third week summary:
   In the third week of December [through the 23rd], the Retail sector prices rose to from a .26% gain to a 1.68% gain. The Mall sector rose from a gain of 2.03% to 4.55% and the Health sector rose from a 2.67% increase to a 3.30% increase for the year.

Dividend Changes:
   OHI raised its quarterly dividend 13%, or $0.02 per share, to $0.17 per share. HCP increased its annual dividend by 2 cents per share, to $3.34 per share. The company also declared a 2-for-1 stock split. CARS increased its quarterly dividend to $0.4165 from $0.4140 and said it intended to have the dividend up to $0.425 by year end.

Fourth week summary:
   It was a good week! In the last week of December [through the 30th], the Retail sector prices rose to from a 1.68% gain to a 4.70% gain. The Mall sector rose from a gain of 4.55% to 8.58% and the Health sector rose from a 3.30% increase to a 6.63% increase for the year.

Shorting Activity:
   Shorting data was updated AFTER I had completed the Mall and Health sectors - so I only have data on the Retail scetor. REG has a ratio of 16 with 4.44% of float being shorted. NXL's ratio was 6 with 2.1% of float and RPT's ratio was 5 with 1.40$ of float. CARS and DDR had a 4 ratio with percent of float being 2.51% and 1.23% - and all others had a 3 or lower ratio. Data was from 1-8-04.


Shopping Center Update for 1-30-04

Notes: 02 FFO's for AKR and RPT were taken from their year-end stats release, and were substantially different for numbers in the WSJ database.


Mall Update for 1-30-03


Health Care Update for 1-30-04

Click here for the Office, Industrial and Apartment Updates. Click here for this months articles.


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