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

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June 05
June Off/Ind/Apt
June Retail/Hlth Care

May 05
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
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Jan Retail/Hlth Care

Dec 04
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Jan Retail/Hlth Care

Nov 04
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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

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

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June 2005

Monthly Sector Summary     The year-to-date Shopping Center sector price performance rose to a gain of 2.10% from May's loss of 2.31%. 05 FFO growth estimates ended June with a rise to 0.40% vs. May's rise of 0.34%. Yields fell 22 basis points to 4.96% from May's 5.18%. NaREITs Shopping Center sector numbers: Up 4.93% year-to-date with a yield of 4.53%.
    The year-to-date Mall sector price performance rose to a gain of 7.81% from May's gain of 1.44%. 05 FFO growth estimates ended June with a fall to 1.50% vs. May's rise of 2.58%. [When CBL split it stock, some strange and probably reversable things happened to its FFO estimates.] Yields fell 13 basis points [or maybe closer to 40 point due to having GGP's div wrong last month] to 4.20% from May's 4.43%. NaREITs Mall sector numbers: Up 12.52% [large caps SPG and GGP did well] year-to-date with a yield of 3.91%.
    The year-to-date Health Care sector price performance rose to a gain of 2.97% from May's loss of 1.33%. 05 FFO growth estimates ended June with a fall to 1.61% vs. May's fall of 1.61%. Yields fell 20 basis points to 6.09% from May's 6.29%. NaREITs Health sector numbers: Up 4.06% year-to-date with a yield of 6.15%.
    This is the first month for this update to contain a Hospitality sector section. The Hospitality sector price performance rose 4.82% for the month to a year-to-date loss of 0.64%. 05 FFO growth estimates ended June with a rise to 0.31% year-to-date. Yields fell to 5.32%. NaREITs Lodging sector numbers: Up 2.66% year-to-date with a yield of 3.20%. I omit two large caps - BOY and FCH - from my numbers because they are losing money and thus not paying a dividend.
    The changes in year-to-date returns and yields were skewed upwards in the Office sector by the purchase of CRO by non-REIT DRA Advisors, in the Industrial sector by the purchase of CDX by PLD, and in the Apartment sector by the purchase of GLB by an investment division of non-REIT ING.
    During June, the year-to-date Office sector price performance rose to a gain of 0.49% from May's loss of 3.96%. 05 FFO growth estimates ended June with a fall to -3.91% vs. May's fall of -4.29%. Yields fell 21 basis points to 5.62% from May's 5.83%. NaREITs Office sector numbers: Up 8.44% [large caps EOP, BXP, VNO did well] year-to-date with a yield of 5.20%.
    The year-to-date Industrial sector price performance rose to a gain of 1.53% from May's loss of 3.72%. 05 FFO growth estimates ended June with a fall to -0.68% vs. May's fall of 0.65%. Yields fell 18 basis points to 4.48% from April's 4.66%. NaREITs Induistrial sector numbers: Up 0.45% year-to-date with a yield of 4.08% - both numbers drug lower by cap weighting PLD's numbers.
    The year-to-date Apartment sector price performance rose to a gain of 4.05% from May's loss of 3.17%. 05 FFO growth estimates ended June rising to 0.28% vs. May's fall of -0.17%. Yields fell 36 basis points to 5.04% from April's 5.40%. NaREITs Apartment sector numbers: Up 5.19% year-to-date with a yield of 4.75%.
    In the three other equity income segments followed by this site, Pipeline MLPs were up 7.79% year-to-date [vs being up 3.21% at May's end] and had a distribution yield of 6.03% [vs 6.16% in May] - a rise of 12 basis points. Large-cap banks fell to a loss of 5.96% from May's loss of 5.59% and yields rose 1 basis point to 3.58% from May's 3.57%. Mid-cap banks rose to a year-to-date loss of 3.78% from May's loss of 5.98% and yields ended at 3.46% [vs May's 3.56% - a rise of 10 basis points]. The ten year treasury ended the month at 3.92% [vs 4.00% on 5-31 - a fall of 8 basis points].

Shopping Center [and Other Retail] Update for 6-30-05

Mall Update for 6-30-05

Health Care Update for 6-30-05

Hospitality Update for 6-30-05

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


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