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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (30574)	4/8/2008 1:40:14 AM
From: Grommit	Read Replies (1) \| Respond to of 78669

OK, this looks better. I am amazed at the spread of Price/FFO. stock symbol / forward P:FFO / yield / mkt cap / Price:Book residential AIV 11.51 6.00% 3.63B 3.62 AVB 19.73 3.40% 8.11B 2.66 BRE 17.19 4.50% 2.56B 2.76 CPT 14.49 5.10% 2.92B 2.32 EQR 16.65 4.40% 11.67B 2.40 ESS 18.75 3.40% 2.99B 3.79 HME 13.96 5.10% 1.62B 2.46 PPS 19.52 4.50% 1.72B 1.64 SUI 7.16 11.90% 377.01M 18.03 UDR 15.50 5.10% 3.37B 3.98 retail ADC 10.88 6.90% 223.90M 1.68 AKR 17.59 3.20% 826.49M 3.47 AMY 8.28 6.70% 45.83M 0.31 CBL 6.98 8.40% 1.70B 1.86 CDR 34.91 7.30% 543.33M 1.14 DDR 10.61 6.10% 5.35B 2.17 EQY 17.16 4.50% 1.93B 2.10 FRT 19.36 2.90% 4.80B 4.34 GGP 10.99 4.60% 10.21B 7.07 GRT 5.69 10.30% 461.36M N/A KIM 13.69 3.80% 10.31B 2.65 MAC 13.17 4.30% 5.24B 4.01 PEI 6.89 8.60% 1.02B 1.36 RPT 8.22 8.30% 406.87M 1.45 O 12.60 6.30% 2.64B 2.20 RSG 15.06 2.30% 5.53B 4.30 BFS 17.57 3.40% 927.50M 19.16 SPG 14.41 3.50% 22.43B 7.94 WRI 10.98 5.60% 3.12B 2.11 health MPW 9.20 9.00% 652.58M 1.23 HCP 14.70 5.10% 7.79B 2.05 HCN 13.24 5.50% 4.01B 1.92 HR 17.09 5.40% 1.43B 2.26 LTC 12.41 5.80% 606.29M 2.25 NHP 15.06 4.90% 3.39B 2.45 OHI 10.84 7.00% 1.13B 2.39 SNH 13.04 5.60% 2.31B 1.75 UHT N/A 6.70% 408.90M 2.54 VTR 15.59 4.20% 6.60B 3.49 industrial AMB 20.43 3.70% 5.40B 2.17 EGP 13.97 4.30% 1.14B 3.10 FR 6.16 8.80% 1.38B 1.51 FPO 8.91 8.50% 386.96M 1.16 MSW N/A 8.00% 195.71M 1.42 PLD 11.80 3.30% 15.90B 2.23 office ARE 15.19 3.10% 3.19B 2.28 BXP 19.77 2.70% 11.60B 3.18 BDN 7.02 9.90% 1.56B 0.89 OFC 44.56 3.70% 1.69B 2.08 HIW 12.24 4.90% 1.92B 2.17 HRP 6.71 11.40% 1.65B 0.66 KRC 14.54 4.40% 1.72B 3.02 CLI 10.87 6.50% 2.55B 1.59 PKY 9.45 6.40% 602.60M 1.60 lodging FCH 4.91 10.60% 813.17M 1.55 HPT 6.90 9.10% 3.19B 1.32 LHO 8.80 6.40% 1.26B 1.23 AHT 4.44 14.00% 727.07M 0.57 SHO 5.47 8.10% 1.03B 1.10 mixed DRE 8.51 7.80% 3.56B 1.80 LRY 10.65 7.00% 3.19B 1.73 PSB 11.71 3.20% 1.11B 2.61 CLP 11.29 7.70% 1.20B 1.06 NNN 10.99 6.10% 1.68B 1.27 CUZ 21.41 5.40% 1.38B 3.99 LXP 8.99 8.90% 909.42M 1.61 VNO 13.90 3.80% 13.73B 2.60 WRE 13.82 4.90% 1.61B 3.29

To: Grommit who wrote (30574)	6/25/2008 4:22:51 PM
From: E_K_S	Read Replies (2) \| Respond to of 78669

Upped my position in Brandywine Realty Trust (BDN). Stock is selling near it's 52wk low (as well as an 8yr low). The company has shown good FFO in a challenging environment (increased it's FFO for Q1 by 9.5%). findarticles.com From the article:"...Funds from operations (FFO) totaled $62.4 million or $0.69 per diluted share in the first quarter of 2008, compared to $58.6 million or $0.63 per diluted share in the first quarter of 2007...". Yahoo shows company selling 17% below stated BV of $20.00/share (http://finance.yahoo.com/q/ks?s=BDN ). BDN announced the payment of their 2nd quarter dividend ($0.44/share) xdividend 7/3/08 which is equivalent to 10.67%. This is a valuation and return to the mean play for me with a 12-24 month target of $27 per share (50 SMA). EKS