Real Estate Investment Trust Update
REIT Valuation Stats for Apartment & Hospitality Sectors

  

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Apartment Update for 6-29-07

Hospitality Update for 6-29-07


News & Updates

Equity Inns Agrees to Be Acquired by Whitehall    BusinessWire 6-21
    ENN announced that it has entered into a definitive merger agreement under which an affiliate of Whitehall Street Global Real Estate Limited Partnership 2007 will acquire Equity Inns, Inc. in a transaction valued at approximately $2.2 billion, including debt. Under the terms of the agreement, Whitehall will acquire all of the outstanding common shares of Equity Inns, Inc. for $23.00 per share in cash. This represents a premium of approximately 28% over Equity Inns' 90 day average closing share price and a premium of approximately 19% over Equity Inns' closing price on June 20, 2007. Equity Inns intends to pay its regular quarterly common share dividend for the quarter ending June 30, 2007, as previously announced on June 14, 2007 and under the terms of the merger agreement, Equity Inns is permitted to continue to pay regular quarterly dividends to shareholders of up to $0.25 per share, plus a prorated dividend for any partial quarter, prior to the closing of the transaction. Since 1991, Goldman, Sachs & Co. ("Goldman Sachs"), through the Whitehall Street Real Estate Funds, has raised over $20.0 billion of discretionary equity capital across 10 funds and has acquired assets that represent a cost basis of approximately $60.0 billion.

Tishman, Lehman to Buy Archstone-Smith    AP 5-29
    Archstone-Smith, a major owner of apartment buildings, said Tuesday it had agreed to a Tishman Speyer-led buyout valuing the company at about $15.5 billion, but investors indicated they were expecting a higher bid. Tishman Speyer, owner of New York's Rockefeller Center and the Chrysler building, was joined by Lehman Brothers Holdings Inc. in the friendly takeover bid, which would turn one of the largest publicly traded real estate trusts over to private investors. Archstone's board approved the deal unanimously at a price of $60.75 per share. The price represents a 22.7% premium over Archstone's Thursday closing price. Real estate investment trust analyst Craig Leupold of Green Street Advisors said the Tishman deal undervalues the company. "In our opinion, that's a disappointing outcome for shareholders," Leupold said. "We don't think the price fully reflects the value of the company."

Post Hits High on Takeout Rumors    AP 5-11
    Late Thursday [5-10], a REIT industry newsletter said that Post is considering a buyout offer and that competitive bidding could send an offer as high as $55 per share to $60 per share, said Friedman, Billings, Ramsey & Co. analyst Paul Morgan in an analyst note. The firm doesn't cover Post. JP Morgan analyst Anthony Paolone identified the source as Barry Vinocur's "The REIT NewsHound," but said in his analyst note that "speculation surrounding a potential go-private of PPS has been around for several years." Neither the analysts nor the newsletter fingered the rumored buyer. Calls to Post Properties for comment were not immediately returned.

AP AIMCAP Buying Eagle Hospitality    AP 4-30
    Real estate investment trust Eagle Hospitality Properties Trust Inc. said Monday it agreed to be purchased by AP AIMCAP for approximately $237.6 million. Shares rose $1.37, or 11.5 percent, to a new 52-week high of $13.27 in morning trading on the New York Stock Exchange. Previously, the stock traded between $8.68 and $12.78 over the past year. The price also is a 42 percent premium to the stock's closing price of $9.40 on Jan. 29, the day the company announced it formed a special committee to explore strategic alternatives. The deal is expected to close in the third quarter, subject to Eagle Hospitality shareholder approval and other customary closing conditions.

JER Partners Acquisition IV Buying Highland Hospitality    AP 4-24
    Highland Hospitality is being acquired by affiliates of JER Partners Acquisition IV LLC for about $1.7 billion in cash or $19.50 for each share. The price is an approximately 15-percent premium over Highland's three-month average closing share price. The acquisition has been approved by Highland's board. The transaction is expected to close in the third quarter, subject to shareholder and regulatory approvals along with other customary closing conditions.


Monthly Rating Changes

    On 5-31 Lehman Brothers downgraded AIV and upgraded AVB and PPS.

    On 3-08 RBC Capital Mkts Downgraded AIV from Sector Perform to Underperform. On 3-08 Wachovia Upgraded ESS from Market Perform to Outperform. On 3-08 Wachovia Upgraded AVB from Market Perform to Outperform. On 3-08 Wachovia Downgraded EQR from Market Perform to Underperform. On 3-08 Goldman Sachs Downgraded EQR from Neutral to Sell. On 3-08 Goldman Sachs Downgraded ASN from Buy Neutral. On 3-07 Robert W. Baird Upgraded AVB from Neutral to Outperform. On 3-07 UBS Upgraded AIV from Neutral to Buy. On 3-07 UBS Upgraded CPT from Neutral to Buy. On 3-07 UBS Upgraded BRE from Neutral to Buy. On 3-12 Banc of America Upgraded AIV from Sell to Neutral, Upgraded EQR from Neutral to Buy, and Upgraded CPT from Neutral to Buy.


Dividend Changes

    On 3-15 Camden Property Trust declared a first quarter dividend of $0.69 per share to holders of record as of March 30, 2007 of its Common Shares of Beneficial Interest. The dividend to be paid on April 17, 2007 equates to an annual dividend rate of $2.76 per share, and represents a 4.5% increase over the Company's previous dividend rate.

    On 3-15 Ashford Hospitality Trust declared its quarterly common stock dividend of $0.21 per diluted common share, payable on April 16, 2007, to shareholders of record on March 31, 2007.

    On 3-15 Host Hotels & Resorts announced a regular quarterly cash dividend of $0.20 per share on the Company's common stock. The dividend is payable on April 16, 2007 to stockholders of record on March 31, 2007. As previously announced, the Company intends to pay this regular quarterly dividend of $0.20 per share going forward, and, in addition, to declare a special dividend during the fourth quarter, the amount of which is expected to vary depending on the Company's level of taxable income. [The Q4-06 dividend was 25 cents.]


Equity Residential, Highland & Innkeepers Increases Dividends     Businesswire 12-12 / PRNewswire 12-14
    EQR announced that the company declared dividends on its common and preferred shares. The company increased its common share dividend to $1.85 per share annually, an increase of 4.5%. In addition, the company announced that it will recognize a charge to fourth quarter earnings as a result of the write down of the carrying value of its corporate housing business.
    On 12-12 Highland Hospitality Corp., a lodging real estate investment trust, said Tuesday its board approved an increase of 3 cents, or 16 percent, in its quarterly dividend, to 22 cents.
    On 12-14 Innkeepers USA Trust declared a common share dividend of $0.23 per share for the 2006 fourth quarter, a 15% increase from the previous quarterly dividend of $0.20. Based on the closing price of the common shares at the close of business on December 13, the annualized dividend represents a yield of approximately 5.8%.


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.


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