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Roundtable forum: James Feldman, UBS; Jeremy Glaser, Morningstar, Inc.; Srikanth Nagarajan, RBC Capital Markets.
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Financial Services Outlook for REITs: Paul E. Adornato & Richard Anderson, BMO Capital Markets
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CEO Interviews (average 2,500 words): Top management from 2 sector firms examine the outlook for their firm and sector. Firms interviewed include: Associated Estates Realty Corporation, Mission West Properties, Inc.
Topics covered: M&A activity - Office and industrial sector outperformance - Manufactured home industry - Health care demand fundamentals - Multi-family property sectors - Real estate market privatization - Domestic and international market activity - Historically low cap rates - Development pipeline expansion - Coastal market growth - Competition barriers - Valuation fluctuation
Companies covered: Health Care Property Investors (HCP), Digital Realty Trust (DLR), Public Storage (PSA), Duke Realty (DRE), Corporate Office Properties (OFC), Boston Properties (BXP), Equity Lifestyle (ELS), Archstone-Smith (ASN), AMB (AMB), ProLogis (PLD), AvalonBay (AVB), Brandywine Realty Trust (BDN).
This Issue
costs $175 - and is non-returnable.
The Wall Street Transcript
does not endorse the views of any interviewee nor does it make stock recommendations.
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Andrew Pickup
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