Real Estate Investment Trust Update
REIT Valuation Stats for Office, Industrial & Apartment Sectors

  

Yahoo Daily #s
Office
Industrial
Apartment
Retail
Mall
Health

NAREIT Index
  

Factoids
MLP Stats
Bank Stats

Prior REIT Updates
June 06
June Retail/HC
June Off/Ind/Apt

May 06
May Retail/HC
May Off/Ind/Apt

April 05
April Retail/HC
April Off/Ind/Apt

March 05
March Off/Ind/Apt
March Retail/HC

Feb 05
Feb Off/Ind/Apt
Feb Retail/HC

Jan 04
Jan Off/Ind/Apt
Jan Retail/HC

Dec 04
Dec Off/Ind/Apt
Dec Retail/HC

Nov 04
Nov Off/Ind/Apt
Nov Retail/HC

Oct 04
Oct Off/Ind/Apt
Oct Retail/HC

Sept 04
Sept Off/Ind/Apt
Sept Retail/HC

Aug 04
Aug Off/Ind/Apt
Aug Retail/HC

July 04
July Off/Ind/Apt
July Retail/HC

June 04
June Off/Ind/Apt
June Retail/HC

May 04
May Off/Ind/Apt
May Retail/HC

April Off/Ind/Apt
April Retail/HC
April 04

March Off/Ind/Apt
March Retail/HC
March 04

Feb Off/Ind/Apt
Feb Retail/HC
Feb 04

Jan Off/Ind/Apt
Jan Retail/HC
Jan 04

Dec Off/Ind/Apt
Dec Retail/HC
Dec 03
Nov Off/Ind/Apt
Nov Retail/HC
Nov 03
Oct Off/Ind/Apt
Oct Retail/HC
Oct 03
Sept Off/Ind/Apt
Sept Retail/HC
Sept 03
August Off/Ind/Apt
August Retail/HC
August 03
July Off/Ind/Apt
July Retail/HC
July 03

Factoids
 Q3-02 Index
 Q2-02 Index
 Q1-02 Index
 Q4-01 Index
 Q3-01 Index
 Q2-01 Index
 Q1-01 Index

Biz Links
Business News
Columnists
Econ Reports
Stock Exchanges
Searches
Tax News

REIT Links
CPN
CSA
Globe St.
ICSC
Real Estate Journal
Reis
ReBuz
RSR
NaREIT
NREI
Property
ICSC
REIT Week
REIT Net
NAIOP
ShopCntrsToday
ShopCntrWrld
Ind & Office Realtors

Yahoo Sortable REOC List
Yahoo Stock Screen
Stock Charts
July 2005

Monthly Sector Summary     The Shopping Center sector rose 4.29% in July to a gain year-to-date of 6.53% from June's gain of 2.10%. 05 FFO growth estimates ended June with a fall to -0.55% vs. June's rise of 0.40%. Yields fell 18 basis points to 4.78% from June's 4.96%. NaREITs Shopping Center sector numbers [where large caps were big gainers and low yielders] was up 6.51% for the month with a 11.76% gain year-to-date and a yield of 3.95% vs. June's 4.93% year-to-date gain with a yield of 4.53% [a fall of 58 basis points].
    The Mall sector rose 6.91% in July to a year-to-date gain of 15.33% from June's gain of 7.18% gain year-to-date. 05 FFO growth estimates ended June with a rise to 3.43% vs. June's 1.50%. Yields fell 7 basis points to 3.95% from May's 4.02%. NaREITs Mall sector numbers were up 9.04% for the month and up 22.70% year-to-date with a yield of 3.58% vs. June's 12.52% year-to-date gain with a yield of 3.91% [a fall of 33 basis points].
    The Health Care sector rose 5.27% in July to a gain of 8.2% year to date from June's gain of 2.97%. 05 FFO growth estimates ended June with a fall to -2.95% vs. June's -2.49%. Yields fell 30 basis points to 5.79% from June's 6.09%. NaREITs Health sector numbers: Up 5.54% for the month and 9.83% year-to-date with a yield of 5.89% vs June's 4.06% year-to-date increase with a yield of 6.15% [a fall of 26 basis points].
    The Hospitality sector rose 5.84% for the month to a year-to-date gain of 5.05% vs. June's -0.64% year to date performance. 05 FFO growth estimates ended June with a rise to 0.37% year-to-date vs June's 0.31%. Yields fell 30 basis points to 5.02% vs June's 5.32% . NaREITs Lodging sector numbers: Up 5.53% for the month and up 9.83% year-to-date with a yield of 3.57% vs June's 2.66% year-to-date increase with a yield of 3.20%.
    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 July, the year-to-date Office sector rose 6.64% to a gain of 7.14% year to date from June's year to date gain of 0.49%. 05 FFO growth estimates ended June with a fall to -5.24% vs. June's fall of -3.91%. Yields fell 32 basis points to 5.30% from June's 5.62%. NaREITs Office sector numbers: Up 7.07% for the month and 16.11% year to date [with a yield of 4.86%] vs. June's 8.44% gain.
    The Industrial sector rose to a gain of 7.85% year to date [up 6.26% in July alone] from June's gain of 1.53% year to date. 05 FFO growth estimates ended June with a fall to -0.68% vs. June's fall of 0.68%. Yields fell 24 basis points to 4.24% from June's 4.48%. NaREITs Induistrial sector numbers: Up 9.10% for the month and 9.58% year-to-date with a yield of 3.76% vs. June's 0.45% year-to-date increase with a yield of 4.08%.
    The year-to-date Apartment sector rose 6.51% for the month to a gain of 10.74% year to date from June's gain of 4.05%. 05 FFO growth estimates ended June rising to 0.38% vs. June's rise of 0.28%. Yields fell 29 basis points to 4.75% from June's 5.04%. NaREITs Apartment sector numbers: Up 8.09% for the month and 14.48% year-to-date with a yield of 4.42% vs. June's 5.19% year-to-date rise with a yield of 4.75% [a fall of 44 basis points].
    In the three other equity income segments followed by this site, Pipeline MLPs were up 14.20% year-to-date [vs being up 7.79% at June's end] and had a distribution yield of 5.87% [vs 6.03% in June - most MLPs rose their distribution during the month] - a fall of 16 basis points. During July, large-cap banks rose 1.48% to a loss of 4.65% from June's loss of 5.96% and yields fell 4 basis point to 3.54% from June's 3.58%. Mid-cap banks rose 4.13% to a year-to-date gain of 0.13% from June's loss of 3.78% and yields ended at 3.32% [vs June's 3.46% - a fall of 14 basis points]. The ten year treasury ended the month at 4.28% [vs 3.91% on 6-30 - a rise of 37 basis points].
    In July the Dow Jones industrial average rose 3.56%, the Standard & Poor's 500 index climbed 3.6% and the Nasdaq composite index gained 6.22%. (Michael Martinez, AP 7-31)

Office Update for 7-29-05

Industrial Update for 7-29-05

Apartment Update for 7-29-05

NOTE: Although the tables above 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. Most sites giving this kind of data would say that it's information is for entertainment purposes only. I will not presume that you are that masochistic. And even accurately replicated and freshly retrieved FFO numbers are often stale.
    The Price to Revenue INDEX figures, due to rounding errors, are not accurate to 3 digits - and as of 3-31-05 are off by a margin of about 5 percent - and I have yet to find the problem. Javascript is expected to be accurate to 5 digits when the calculation is simply x times y. But the complexity of the formula - or a large number of calculations to determine a result - can decrease the number of digits of accuracy.

    Click here for the Shopping Center, Mall, and Health Care Update page. This months article updates are here.

Home Page Previous REIT Update Top Sites