Real Estate Investment Trust Update
REIT Valuation & Returns for Retail, Mall & Health Care Sectors

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Prior REIT Updates
May 05
May Off/Ind/Apt

April 04
April Off/Ind/Apt
April Retail/Hlth Care

March 04
March Off/Ind/Apt
March Retail/Hlth Care

Feb 04
Feb Off/Ind/Apt
Feb Retail/Hlth Care

Jan 04
Jan Off/Ind/Apt
Jan Retail/Hlth Care

Dec 04
Jan Off/Ind/Apt
Jan Retail/Hlth Care

Nov 04
Nov Off/Ind/Apt
Nov Retail/Hlth Care

Oct 04
Oct Off/Ind/Apt
Oct Retail/Hlth Care

Sept 04
Sept Off/Ind/Apt
Sept Retail/Hlth Care

Aug 04
Aug Off/Ind/Apt
Aug Retail/Hlth Care

July 04
July Off/Ind/Apt
July Retail/Hlth Care

June 04
June Off/Ind/Apt
June Retail/Hlth Care

May 04
May Off/Ind/Apt
May Retail/Hlth Care

April 04
April Off/Ind/Apt
April Retail/Hlth Care

March 04
March Off/Ind/Apt
March Retail/Hlth Care

Feb 04
Feb Off/Ind/Apt
Feb Retail/Hlth Care

Jan 04
Jan Off/Ind/Apt
Jan Retail/Hlth Care

Dec Stats
Dec Stats
Dec 03
Nov Stats
Nov Stats
Nov 03
Oct Stats
Oct Stats
Oct 03
Sept Stats
Sept Stats
Sept 03
August Stats
August Stats
August 03
August 03
July Stats
July Stats
July 03
June Stats
June Stats
June 03

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May 2005

Monthly Sector Summary     The year-to-date Shopping Center sector price performance rose to a loss of 2.31% from April's loss of 5.92%. 05 FFO growth estimates ended May with a rise to 0.34% vs. April's rise of 0.17%. Yields fell 17 basis points to 5.18% from April's 5.35%.
    The year-to-date Mall sector price performance rose to a gain of 1.44% from April's loss of 1.86%. 05 FFO growth estimates ended May with a rise to 2.58% vs. April's rise of 2.01%. Yields fell 14 basis points to 4.43% from April's 4.57%.
    The year-to-date Health Care sector price performance rose to a loss of 1.33% from April's loss of 5.76%. 05 FFO growth estimates ended May with a fall to 1.61% vs. April's fall of 0.82%. Yields fell 29 basis points to 6.29% from April's 6.58%.
    During May, the year-to-date Office sector price performance rose to a loss of 3.96% from April's loss of 5.15%. 05 FFO growth estimates ended May with a fall to -4.29% vs. April's fall of -3.56%. Yields fell 7 basis points to 5.83% from April's 5.90%.
    The year-to-date Industrial sector price performance rose to a loss of 3.72% from April's loss of 6.77%. 05 FFO growth estimates ended May with a fall to -0.65% vs. April's rise of 0.03%. Yields fell 15 basis points to 4.66% from April's 4.81%.
    The year-to-date Apartment sector price performance rose to a loss of 3.17% from April's loss of 5.29%. 05 FFO growth estimates ended May rising to -0.17% vs. April's fall of -0.51%. Yields fell 11 basis points to 5.40% from April's 5.51%.
    In the three other equity income segments followed by this site, Pipeline MLPs were up 3.21% year-to-date [vs being up 4.67% at May's end] and had a distribution yield of 6.16% [vs 5.98% in April] - a rise of 18 basis points. Large-cap banks rose to a loss of 5.59% from April's loss of 6.13% and yields fell 2 basis points to 3.57% from April's 3.59%. Mid-cap banks rose to a year-to-date loss of 5.98% from April's loss of 8.85% and yields ended at 3.56% [vs April's 3.67% - a rise of 9 basis points]. The ten year treasury ended the month at 4.00% [vs 4.20% on 4-29 - a fall of 20 basis points].

Shopping Center [and Other Retail] Update for 5-31-05

Mall Update for 5-31-05

Health Care Update for 5-31-05

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


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