Real Estate Investment Trust Update
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Health Care Update for Q1-07

Triple Net Lease Update for 3-30-07


Monthly Rating Changes

    On 2-05 AG Edwards Upgraded NNN from Hold to Buy. On 2-07 Credit Suisse Initiated coverage of O at Neutral. On 2-28 Friedman Billings Downgraded SFC from Outperform to Market Perform.

    On 1-08 Friedman Billings Upgraded from Market Perform to Outperform. On 1-16 Wachovia Downgraded NHP from Market Perform to Underperform, UBS Upgraded NHP from Neutral to Buy, and BMO Capital Markets Upgraded NHP from Underperform to Market Perform. On 1-16 Wachovia Downgraded SNH from Outperform to Market Perform. On 2-14 Deutsche Securities Downgraded OHI from Buy to Hold.

    On 1-30 Nationwide Health Properties [NHP] declared today a $0.41 per share regular dividend on its common stock, an increase of $0.02 from the prior quarterly dividend of $0.39. The common dividend will be paid on March 2, 2007 to shareholders of record on February 9, 2007.

    On 12-21 UBS Initiated coverage of HCP at Neutral. On 12-20 Banc of America Sec Upgraded HCP from Neutral to Buy, Upgraded Ventas to Buy from Neutral, and Upgraded Health Care REIT to Neutral from Sell.

    On 11-22 Citigroup Initiated coverage of VTR at Hold. On 11-07 Ryan, Beck & Co Upgraded HCP from Market Perform to Outperform.

Spirit Finance Corporation to Be Acquired by Macquarie-Led Group     Businesswire 3-13
    Spirit Finance Corporation announced that it has entered into a definitive merger agreement under which a consortium including Macquarie Bank Limited, Kaupthing Bank hf. and other independent equity participants will acquire Spirit Finance in a transaction valued at approximately $3.5 billion, including approximately $1.9 billion of assumed debt. The Consortium will acquire all of the outstanding shares of Spirit Finance common stock for $14.50 per share in cash. This represents a premium of approximately 15% over Spirit Finance's 90 day average closing share price and an 11% premium over Spirit Finance's closing price on March 12, 2007.

GEO Completes Buyout of CentraCore     AP 1-24
    GEO Group Inc., a detention center operator, said on Wednesday it acquired a Florida-based correctional real estate investment trust CentraCore Properties Trust for $387.6 million. Including the assumption of about $40 million in debt, the deal cost $427.6 million. GEO paid $32.58 per share for Palm Beach Gardens, Fla.-based CentraCore financed through a $365 million new term loan borrowing under a secured credit facility and $62.6 million in cash on hand.


O, OLP & SFC Increase Dividends     
    One Liberty Properties has declared a quarterly cash dividend of $0.36/share of common stock payable on January 4, 2007 to stockholders of record on December 26, 2006. The quarterly dividend represents an increase of $.03 per quarter or 9%.
    On 12-13 Realty Income declared an increase in its monthly dividend to $0.1265/share from $0.125875/share. The new monthly dividend amount represents an annualized amount of $1.518 per share. The dividend is payable on January 16, 2007 to shareholders of record as of January 2, 2007.
    On 12-19 Spirit Finance Corporation declared a cash dividend of $0.22/share. The common share dividend represents a 5% increase over the prior quarter and is payable January 25, 2007 to stockholders of record on January 15, 2007.


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