7.2.01: REITs Issue
Seven analysts and top management from twenty-seven sector firms examine the REITs sector in this special 141-page issue from The Wall Street Transcript.

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  1. REITs - In an in-depth (15,800 words) Analyst Roundtable, Samuel Lieber, CEO/Portfolio Manager at Alpine Management & Research LLC, Daniel Pine, Senior Vice President at Alliance Capital Management, Lawrence Raiman, Managing Director at Credit Suisse First Boston, David Shulman, Managing Director at Lehman Brothers, Ross Smotrich, Managing Director at Bear, Stearns & Co. and Louis Taylor, Managing Director at Deutsche Banc Alex. Brown, examine the outlook for the sector including, recent stock performance, prospects for upside growth and share specific stock recommendations.
  2. The TWST confidential Off-The-Record survey of management performance at twenty-six sector firms asked market insiders about the ability of management teams to create shareholder value. Firms reviewed in Off-The-Record include:
    Apartment Investment & Management, Archstone Communities Trust, Boston Properties, BRE Properties, Cabot Industrial Trust, Camden Property Trust, CenterPoint Properties Trust, Charles E. Smith Residential Realty, Chelsea Property Group, Colonial Properties Trust, Corporate Office Properties Trust, Cousins Properties, Duke-Weeks Realty, Federal Realty Investment Trust, Gables Residential Trust, Host Marriott, Kimco Realty, Mission West Properties, Post Properties, Pan Pacific Retail Properties, Public Storage, Reckson Associates Realty, SL Green Realty, Spieker Properties, TrizecHahn, United Dominion Realty Trust
  3. Outlook for REITs - In an in-depth (5,500 words) Analyst Interview, Christopher Haley, Director of Real Estate Securities Group at First Union Securities Equity Research, examines the outlook for the sector and shares specific stock recommendations
  4. CEO interviews (average 2,500 words). Top management of twenty-seven sector firms examine the outlook for their firm and the sector. Firms include:
    Associated Estates Realty, Cedar Income Fund, Great Lakes REIT, Shurgard Storage Centers, Annaly Mortgage Management, Anworth Mortgage Asset, Apex Mortgage Capital, AvalonBay Communities, Bedford Property Investors, Boykin Lodging Company, Capital Automotive REIT, ElderTrust, Entertainment Properties Trust, Hersha Hospitality Trust, InnSuites Hospitality Trust, Investors Real Estate Trust, Kramont Realty Trust, LaSalle Hotel Properties, Lexington Corporate Properties Trust, Malan Realty Investors, One Liberty Properties, RAIT Investment Trust, Senior Housing Properties Trust, AmeriVest Properties, Storage USA, Winston Hotels
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