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April 2004

First week summary:
   The Retail/Shopping Center sector prices ended March with a 12.54% year-to-date gain. The Mall sector ended with a year-to-date gain of 19.94% and the Health sector with a 12.33% gain for the year. And then along came April.
   The Retail/Shopping Center sector prices ended 4-08 with a 2.27% year-to-date gain and has fallen 9.10% since Q-1's end. The Mall sector ended with a year-to-date gain of 5.82% and has fallen 11.76% since Q-1's end. The Health sector finished the week with a 2.49% gain for the year and has fallen 10.71% since Q-1's end.
   The Retail/Shopping Center sector ended March yielding 5.14% and now yields 5.65%. The Mall sector ended March yielding 4.40% and now yields 4.99%. The Health Care sector ended March yielding 5.99% and now yields 6.71%.
   The benchmark 10-year Treasury note, which was at 3.83% on the 29th of March, now yields 4.193%. The 30-year Treasury note yields 5.027% [vs 4.76% on 3-29]. The 5-year Treasury note yields 3.217% [vs 2.78% on 3-29].

Second week summary:
   The Shopping Center sector prices ended 4-16 with a 3.05% decrease year-to-date [vs a 2.77% increase last week] and has fallen 13.83% [vs 9.10% last week] since Q-1's end. The Mall sector ended with a year-to-date gain of 0.43% [vs 5.82% last week] and has fallen 16.26% [vs 11.76% last week] since Q-1's end. The Health sector finished the week with a 1.06% year to date loss [vs a 2.49% gain last week] for the year and has fallen 13.75% [vs 10.71% last week] since Q-1's end.
   The Shopping Center sector now has an average yield of 5.97% [vs 5.65% last week]. The Mall sector average yield is now 5.26% [vs 4.99% last week]. The Health Care sector average yield is now 6.94% [vs 6.71% last week].
   NOTE: The FFO update was added on Sunday, 4-18. There was a dramatic increase for DDR [due to a recent acuisition] and decrease for RSE in 05 [which may have corrected a previous over-statement] - and not much else changed.

Third week summary:
   The Shopping Center sector prices ended 4-23 with a 4.78% decrease year-to-date [vs a 3.05% decrease last week] and has fallen 15.34% [vs 13.83% last week] since Q-1's end. The Mall sector ended with a year-to-date loss of 3.43% [vs a gain of 0.43% last week] and has fallen 19.45% [vs 16.26% last week] since Q-1's end. The Health sector finished the week with a 3.87% year to date loss [vs 1.06% last week] for the year and has fallen 16.18% [vs 13.75% last week] since Q-1's end.
   The Shopping Center sector now has an average yield of 6.07% [vs 5.97% last week]. The Mall sector average yield is now 5.47% [vs 5.26% last week]. The Health Care sector average yield is now 7.15% [vs 6.94% last week].
   In late trading Friday, the 10-year Treasury note stood at a yield of 4.46%. The 30-year Treasury was yielding 5.24%. The five-year price was at a yield of 3.56%, while the three-year was yielding 2.70%. The two-year was yielded 2.23%. For the week, the Dow rose 0.2%, the Nasdaq climbed 2.7% and the S&P 500-stock index moved up 0.5%.

Fourth week summary:
   The Shopping Center sector prices ended 4-30 with a 6.36% decrease year-to-date [vs a 4.78% decrease last week] and has fallen 16.76% [vs 15.34% last week] since Q-1's end. The Mall sector ended with a year-to-date loss of 5.09% [vs a loss of 3.43% last week] and has fallen 20.81% [vs 19.45% last week] since Q-1's end. The Health sector finished the week with a 5.43% year to date loss [vs 3.87% last week] for the year and has fallen 17.57% [vs 16.18% last week] since Q-1's end.
   The Shopping Center sector now has an average yield of 6.20% [vs 6.07% last week]. The Mall sector average yield is now 5.57% [vs 5476% last week]. The Health Care sector average yield is now 7.27% [vs 7.15% last week]. FFO estimates are updated on all retail sectors through 4-30.
   The 10-year note's yield rose to 4.534% [and was yielding 4.40% at the start of the year]. The 30-year bond was yielding 5.315%. The Nasdaq had a 6.4% decline for the week, its worst performance since a nearly 6.4% slide in the week that ended Oct. 18, 2002, near the lowest point in the bear market. For the week, the Dow lost 2.4% and the S&P slipped 2.9%.


Shopping Center Update for 4-30-04

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 4-30-04


Health Care Update for 4-30-04

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