Real Estate Investment Trust Update
REIT Valuation Stats for Office and Industrial Sectors

  

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Oct 05
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Sept 05
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Aug 05
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July 05
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June 05
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May 05
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April 05
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Jan 05
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Office Update for 10-31-06

Industrial Update for 10-31-06


Monthly Rating Changes

    On 10-13 Wachovia Upgraded HRP from Market Perform to Outperform. On 10-23 Banc of America Downgraded FR from Neutral to Sell [reversing its upgrade of 10-17].

    On 9-01 Analyst David AuBuchon of AG Edwards reiterates his "buy" rating on Kilroy Realty. The target price is set to $85. On 9-06 Analysts at BB&T Capital Markets downgraded Parkway Properties from "buy" to "hold." and downgraded EastGroup Properties from "buy" to "hold."      On 9-19 Lehman Brothers upgraded Boston Properties and SL Green Realty to "overweight" from "equal-weight" citing their "aggressive" capital recycling strategy. On 9-28 UBS Investment Research initiated coverage of industrial real estate investment trusts with a favorable outlook. with a "Buy" rating and a $63 price target for AMB, and started coverage on Prologis with a "Buy" rating and a $65 price target.

Dividend Announcements    
    On 9-18 Liberty Property Trust [LRY] announced it has increased its quarterly dividend to $0.62/share - an equivalent to an annualized dividend of $2.48/share and represents a .81% increase, from the previous annualized dividend of $2.46. The dividend will be paid on October 15 to shareholders of record on October 1, 2006.
    On 9-21 Corporate Office Properties Trust [OFC] announced a quarterly dividend of $0.31/share - a 10.7% increase from the previous $0.28/share quarterly dividend. The dividend will be paid on October 13, 2006 to shareholders of record on September 30, 2006.
    SL Green Realty [SLG] announced a quarterly dividend of $0.60/share for the quarter ending September 30, 2006. The dividend is payable October 13, 2006, to shareholders of record at the close of business on September 29, 2006. This is not a change - and SLG's div has changed in Q4 since 2000 - the start of my dividend tracking - but this October payment may still show up as the Q3 div.
    On 9-22 Alexandria Real Estate Equities (ARE) said its board has approved a 3% increase in its quarterly dividend to 72 cents a share from 70 cents. The dividend will be paid Oct. 13 to shareholders of record Oct. 2.


Monthly Sector News

Brookfield/Blackstone Close TRZ Acquisition    MarketWatch 10-05
    Trizec Properties [TRZ] and Trizec Canada [TZC] unit said Thursday that Brookfield Properties [BPO] and the Blackstone Group have closed their acquisition of the companies. The transaction was valued at about $9 billion. Trizec's portfolio boasts about 40 million square feet of office property, concentrated mostly in Atlanta, Chicago, Dallas, Houston, Los Angeles, New York and Washington. Trizec agreed to the buyout in June.

First Industrial sees 2007 FFO $4.40 to $4.60/shr    PRNewswire 10-04
    First Industrial initiated guidance for 2007 FFO per share/unit "in the range of $4.40 to $4.60, and EPS of between $2.30 and $2.50. On balance sheet investment volume assumptions for 2007, which include both developments placed in service and acquisitions, range from $750 million to $850 million with an 8.0% to 9.0% average cap rate. On balance sheet sales volume in 2007 is assumed to be approximately $850 million to $950 million with a 7.0% to 8.0% average cap rate. Book gains from property sales/fees are estimated to be $170 million to $180 million. Our assumption for net economic gains in 2007 is between $120 million and $130 million. Our assumption for First Industrial's FFO from joint ventures in 2007 is between $50 million and $55 million, which includes fees, incentive payments and the prorata share of operations and net economic gain. Joint venture investment volume assumptions for 2007, which include both new developments and acquisitions, range from $1.2 billion to $1.3 billion. Joint venture sales volume in 2007 is assumed to be approximately $800 million to $900 million."

    On 10-26 Vornado Realty Trust increased its quarterly dividend 6.3% to 85 cents from 80 cents. Additionally, Vornado declared a special dividend of 54 cents from the long-term capital gain recognized on the sale of its investment in Sears Holdings Inc. (SHLD). The dividends are both payable on Nov. 21 to shareholders of record as of Nov. 7. (Katherine Hunt, DowJones NewWires 10-26)

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.

Shopping Center/Mall Update    Health Care/Triple-Net Update    Apartment/Hospitality Update

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