<it's going to be ugly when all the excess supply comes to completion>
How are you positioning? My thoughts so far have been to look at page 4 of this:
djindexes.com
and the components of the REIT index from IYR data:
us.ishares.com
7.05 SIMON PROPERTY GROUP INC SPG XNYS 828806109 83.01 1,672,020 138,794,380.20 Real Estate Investment Trusts 1.000
4.85 VORNADO REALTY TRUST VNO XNYS 929042109 88.70 1,077,278 95,554,558.60 Real Estate Investment Trusts 1.000
4.12 EQUITY RESIDENTIAL EQR XNYS 29476L107 40.00 2,029,300 81,172,000.00 Real Estate Investment Trusts 1.000
4.02 BOSTON PROPERTIES INC BXP XNYS 101121101 89.00 890,584 79,261,976.00 Real Estate Investment Trusts 1.000
3.99 PUBLIC STORAGE PSA XNYS 74460D109 81.70 962,570 78,641,969.00 Real Estate Investment Trusts 1.000
3.81 PROLOGIS PLD XNYS 743410102 38.50 1,950,681 75,101,218.50 Real Estate Investment Trusts 1.000
3.04 PLUM CREEK TIMBER CO PCL XNYS 729251108 46.43 1,290,075 59,898,182.25 Real Estate Investment Trusts 1.000
3.02 KIMCO REALTY CORP KIM XNYS 49446R109 36.24 1,643,437 59,558,156.88 Real Estate Investment Trusts 1.000
2.99 HCP INC HCP XNYS 40414L109 33.52 1,758,886 58,957,858.72 Real Estate Investment Trusts 1.000
2.95 ANNALY CAPITAL MANAGEMENT IN NLY XNYS 035710409 14.45 4,026,094 58,177,058.30 Real Estate Investment Trusts 1.000
2.83 HOST HOTELS&RESORTS INC HST XNYS 44107P104 14.44 3,853,160 55,639,630.40 Real Estate Investment Trusts 1.000
2.67 AVALONBAY COMMUNITIES INC AVB XNYS 053484101 91.41 575,627 52,618,064.07 Real Estate Investment Trusts 1.000
2.27 GENERAL GROWTH PROPERTIES GGP XNYS 370021107 23.75 1,883,512 44,733,410.00 Real Estate Investment Trusts 1.000
2.27 VENTAS INC VTR XNYS 92276F100 43.40 1,030,225 44,711,765.00 Real Estate Investment Trusts 1.000
1.74 MACERICH CO/THE MAC XNYS 554382101 61.00 560,198 34,172,078.00 Real Estate Investment Trusts 1.000
1.68 FEDERAL REALTY INVS TRUST FRT XNYS 313747206 74.95 440,444 33,011,277.80 Real Estate Investment Trusts 1.000
1.65 AMB PROPERTY CORP AMB XNYS 00163T109 44.24 733,746 32,460,923.04 Real Estate Investment Trusts 1.000
1.63 REGENCY CENTERS CORP REG XNYS 758849103 61.73 518,860 32,029,227.80 Real Estate Investment Trusts 1.000
1.61 HEALTH CARE REIT INC HCN XNYS 42217K106 47.05 672,728 31,651,852.40 Real Estate Investment Trusts 1.000
1.56 SL GREEN REALTY CORP SLG XNYS 78440X101 70.46 436,391 30,748,109.86 Real Estate Investment Trusts 1.000
1.51 DEVELOPERS DIVERSIFIED RLTY DDR XNYS 251591103 33.15 895,552 29,687,548.80 Real Estate Investment Trusts 1.000
1.34 BROOKFIELD PROPERTIES CORP BPO XNYS 112900105 17.40 1,521,310 26,470,794.00 Real Estate Investment & Services 1.000
1.33 RAYONIER INC RYN XNYS 754907103 44.50 587,807 26,157,411.50 Real Estate Investment Trusts 1.000
1.32 DUKE REALTY CORP DRE XNYS 264411505 23.75 1,092,531 25,947,611.25 Real Estate Investment Trusts 1.000
1.28 THE ST JOE COMPANY JOE XNYS 790148100 36.73 686,317 25,208,423.41 Real Estate Investment & Services 1.000
1.25 LIBERTY PROPERTY TRUST LRY XNYS 531172104 35.42 695,408 24,631,351.36 Real Estate Investment Trusts 1.000
1.25 ALEXANDRIA REAL ESTATE EQUIT ARE XNYS 015271109 102.82 238,863 24,559,893.66 Real Estate Investment Trusts 1.000
1.22 NATIONWIDE HEALTH PPTYS INC NHP XNYS 638620104 33.20 722,142 23,975,114.40 Real Estate Investment Trusts 1.000
1.13 APARTMENT INVT&MGMT CO -A AIV XNYS 03748R101 32.92 675,644 22,242,200.48 Real Estate Investment Trusts 1.000
1.07 UDR INC UDR XNYS 902653104 21.91 964,700 21,136,577.00 Real Estate Investment Trusts 1.000
1.04 ESSEX PROPERTY TRUST INC ESS XNYS 297178105 107.00 191,291 20,468,137.00 Real Estate Investment Trusts 1.000
0.99 DIGITAL REALTY TRUST INC DLR XNYS 253868103 42.82 453,097 19,401,613.54 Real Estate Investment Trusts 1.000
0.96 TAUBMAN CENTERS INC TCO XNYS 876664103 47.81 394,495 18,860,805.95 Real Estate Investment Trusts 1.000
0.94 WEINGARTEN REALTY INVESTORS WRI XNYS 948741103 31.85 583,583 18,587,118.55 Real Estate Investment Trusts 1.000
0.94 MACK-CALI REALTY CORP CLI XNYS 554489104 37.69 492,938 18,578,833.22 Real Estate Investment Trusts 1.000
0.94 REALTY INCOME CORP O XNYS 756109104 24.49 757,986 18,563,077.14 Real Estate Investment Trusts 1.000
0.92 CB RICHARD ELLIS GROUP INC-A CBG XNYS 12497T101 13.50 1,347,856 18,196,056.00 Real Estate Investment & Services 1.000
0.92 CAMDEN PROP TR CPT XNYS 133131102 45.83 395,432 18,122,648.56 Real Estate Investment Trusts 1.000
0.91 SENIOR HOUSING PROP TRUST SNH XNYS 81721M109 21.25 840,014 17,850,297.50 Real Estate Investment Trusts 1.000
0.90 DOUGLAS EMMETT INC DEI XNYS 25960P109 21.78 809,645 17,634,068.10 Real Estate Investment Trusts 1.000
0.89 CAPITALSOURCE INC CSE XNYS 14055X102 10.87 1,619,967 17,609,041.29 Real Estate Investment Trusts 1.000
0.85 BRE PROPERTIES -CL A BRE XNYS 05564E106 43.68 383,889 16,768,271.52 Real Estate Investment Trusts 1.000
0.74 HOSPITALITY PROPERTIES TRUST HPT XNYS 44106M102 21.01 696,257 14,628,359.57 Real Estate Investment Trusts 1.000
0.72 BIOMED REALTY TRUST INC BMR XNYS 09063H107 26.65 535,005 14,257,883.25 Real Estate Investment Trusts 1.000
0.72 FOREST CITY ENTERPRISES-CL A FCE/A XNYS 345550107 29.04 490,185 14,234,972.40 Real Estate Investment & Services 1.000
0.72 HIGHWOODS PROPERTIES INC HIW XNYS 431284108 33.63 422,181 14,197,947.03 Real Estate Investment Trusts 1.000
0.68 POTLATCH CORP PCH XNYS 737630103 45.45 293,151 13,323,712.95 Real Estate Investment Trusts 1.000
0.66 CORPORATE OFFICE PROPERTIES OFC XNYS 22002T108 36.46 355,725 12,969,733.50 Real Estate Investment Trusts 1.000
0.65 WASHINGTON REAL ESTATE INV WRE XNYS 939653101 34.63 371,284 12,857,564.92 Real Estate Investment Trusts 1.000
0.63 HOME PROPERTIES INC HME XNYS 437306103 52.06 239,157 12,450,513.42 Real Estate Investment Trusts 1.000
0.63 HRPT PROPERTIES TRUST HRP XNYS 40426W101 7.35 1,693,593 12,447,908.55 Real Estate Investment Trusts 1.000
0.61 ENTERTAINMENT PROPERTIES TR EPR XNYS 29380T105 52.39 230,020 12,050,747.80 Real Estate Investment Trusts 1.000
0.61 NATIONAL RETAIL PROPERTIES NNN XNYS 637417106 21.84 548,439 11,977,907.76 Real Estate Investment Trusts 1.000
0.59 KILROY REALTY CORP KRC XNYS 49427F108 47.12 246,161 11,599,106.32 Real Estate Investment Trusts 1.000
0.55 JONES LANG LASALLE INC JLL XNYS 48020Q107 45.83 237,942 10,904,881.86 Real Estate Investment & Services 1.000
0.55 BRANDYWINE REALTY TRUST BDN XNYS 105368203 16.56 657,127 10,882,023.12 Real Estate Investment Trusts 1.000
0.54 HEALTHCARE REALTY TRUST INC HR XNYS 421946104 27.80 380,963 10,590,771.40 Real Estate Investment Trusts 1.000
0.52 CBL&ASSOCIATES PROPERTIES CBL XNYS 124830100 20.75 496,252 10,297,229.00 Real Estate Investment Trusts 1.000
0.46 POST PROPERTIES INC PPS XNYS 737464107 27.62 331,486 9,155,643.32 Real Estate Investment Trusts 1.000
0.44 MID-AMERICA APARTMENT COMM MAA XNYS 59522J103 45.84 188,747 8,652,162.48 Real Estate Investment Trusts 1.000
0.43 DCT INDUSTRIAL TRUST INC DCT XNYS 233153105 6.48 1,292,169 8,373,255.12 Real Estate Investment Trusts 1.000
0.42 FIRST INDUSTRIAL REALTY TR FR XNYS 32054K103 24.67 333,716 8,232,773.72 Real Estate Investment Trusts 1.000
0.40 EQUITY LIFESTYLE PROPERTIES ELS XNYS 29472R108 47.06 168,098 7,910,691.88 Real Estate Investment Trusts 1.000
0.39 LASALLE HOTEL PROPERTIES LHO XNYS 517942108 25.81 300,837 7,764,602.97 Real Estate Investment Trusts 1.000
0.33 DIAMONDROCK HOSPITALITY CO DRH XNYS 252784301 8.93 720,662 6,435,511.66 Real Estate Investment Trusts 1.000
0.31 LEXINGTON REALTY TRUST LXP XNYS 529043101 14.03 429,332 6,023,527.96 Real Estate Investment Trusts 1.000
0.30 PENN REAL ESTATE INVEST TST PEI XNYS 709102107 20.60 291,314 6,001,068.40 Real Estate Investment Trusts 1.000
0.29 COUSINS PROPERTIES INC CUZ XNYS 222795106 23.11 245,990 5,684,828.90 Real Estate Investment Trusts 1.000
0.28 SUNSTONE HOTEL INVESTORS INC SHO XNYS 867892101 14.08 393,765 5,544,211.20 Real Estate Investment Trusts 1.000
0.28 FRANKLIN STREET PROPERTIES C FSP XASE 35471R106 11.25 483,865 5,443,481.25 Real Estate Investment Trusts 1.000
0.27 COLONIAL PROPERTIES TRUST CLP XNYS 195872106 17.46 308,344 5,383,686.24 Real Estate Investment Trusts 1.000
0.26 STRATEGIC HOTELS&RESORTS I BEE XNYS 86272T106 9.06 560,225 5,075,638.50 Real Estate Investment Trusts 1.000
0.23 REDWOOD TRUST INC RWT XNYS 758075402 20.05 229,222 4,595,901.10 Real Estate Investment Trusts 1.000
0.21 MIP MONEY MARKET FUND BGIXX N/A 066922790 1.00 4,173,489 4,173,488.70 S-T Securities 1.000
0.20 FORESTAR REAL ESTATE GRP-W/I FOR XNYS 346233109 16.17 245,284 3,966,242.28 Real Estate Investment & Services 1.000
0.17 FELCOR LODGING TRUST INC FCH XNYS 31430F101 7.41 458,817 3,399,833.97 Real Estate Investment Trusts 1.000
0.17 ISTAR FINANCIAL INC SFI XNYS 45031U101 3.32 1,006,313 3,340,959.16 Real Estate Investment Trusts 1.000
0.12 RAIT INVESTMENT TRUST RAS XNYS 749227104 5.65 431,786 2,439,590.90 Real Estate Investment Trusts 1.000
0.11 MAGUIRE PROPERTIES INC MPG XNYS 559775101 7.78 280,180 2,179,800.40 Real Estate Investment Trusts 1.000
0.10 NEWCASTLE INVESTMENT CORP NCT XNYS 65105M108 4.99 399,564 1,993,824.36 Real Estate Investment Trusts 1.000
`BC |
