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Shopping Center & Other Retail Update - 6-29-07

Mall Update for 6-29-07


News Update

GGP to Join S&P500   AP 6-25
    Effective Friday [6-29] General Growth Properties Inc. will replace Mellon Financial Corp. on the S&P 500. Bank of New York and Mellon Financial are merging to create Bank of New York Mellon Corp. in a deal expected to close before the open of trading July 2nd. On the S&P REIT Composite, Supertel Hospitality Inc. will replace Winston Hotels and Republic Property Trust will replace Innkeepers USA trust.

DDR is Selling 63 Properties   AP 6-28
    Shopping-center owner Developers Diversified Realty said it agreed to sell a portfolio of 63 retail properties for $603 million and authorized a stock buyback program of up to $500 million. The company did not identify the buyers. DDR said the 63 retail properties to be sold include 21 it acquired from Inland Retail Real Estate Trust. The properties in the portfolio being sold have an average size of about 100,000 square feet and are located in 15 states. The company said it will have a $20 million gain in its second and third quarters. The gain will affect net income but not funds from operation.

Feldman Mall Properties Authorizes Exploration of Strategic Alternatives    PRNewswire 6-05
    FMP announced that it has retained Friedman, Billings, Ramsey & Co., Inc. to assist the Company in exploring strategic alternatives in order to enhance shareholder value. These strategic alternatives may include the raising of capital through the sale of assets of the Company, joint ventures or strategic partnerships, selective acquisitions or dispositions, and the combination, sale or merger of the Company with another entity.

    On 6-20 Cedar Shopping Centers said it expects to incur a charge of 3 cents a share for the second quarter and 2007, and cut its 2007 funds from operations outlook to a range of $1.22 to $1.27 a share, compared with its earlier outlook of $1.25 to $1.30 a share.

Rating Changes & Dividend Increases   
    On 6-05 Robert W. Baird Initiated coverage of REG at Neutral and Initiated WRI at Outperform. On 6-12 Stifel Nicolaus Downgraded WRI from Buy to Hold, Downgraded REG from Buy to Hold, Downgraded KIM from Buy to Hold, Downgraded SPG from Buy to Hold and Downgraded CDR and KRG.

    On 6-15 KIM declared a dividend of 36 cents/share payable on July 16, 2007 to shareholders of record on July 5, 2007. On 6-14 EPR declared a quarterly cash dividend of $0.76/share payable July 16, 2007 to shareholders of record as of June 29, 2007. On 6-13 O declared an increase in it's monthly dividend to $0.12775 per share from $0.127125 per share. On 6-08 CBL declared a dividend of $0.5050 per share payable on July 13, 2007, to shareholders of record as of June 29, 2007.

    On 6-21 Ferris Baker Watts Upgraded BFS from Neutral to Buy. The target price is set to $52.

    On 5-03 Saul Centers [BFS] declared a quarterly dividend of $0.44 per share on its common stock, to be paid July 31, 2007 to holders of record on July 17, 2007. The common dividend represents a $0.02 per share increase (4.8%) over the amount paid in the prior year's comparable quarter.


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