Seeking Alpha

Factoids'  Instablog

Factoids
Send Message
I seek to liberate investors from the chains of borrowed opinions by teaching metric awareness that leads to the formation of your own opinions. I am a retail investor that gathers, processes and analyzes significantly more data than average. I share that data in my articles. I let the data do... More
My blog:
Factoids' Instablog
  • End Of Q1 Office/Industrial REIT Update 0 comments
    Apr 1, 2014 9:47 AM
    Office/Industrial Update for 03-31-14

    Yields in spreadsheets are the annualized Q1-14 dividend yields. AFFO estimates are all old data and should be ignored


      Share Price14 FFO Estimate Div/Div/Percent Change
    Company1-0103-311-0103-31YieldFFOFFOPricePr+Div14 FFOTarget

    Alexandria{ARE)63.6272.564.734.723.86%59%55%14.0514.89-0.213.12
    Brandywine{BDN)14.0914.461.451.454.15%41%39%2.633.690.006.39
    BioMed Rlty{BMR)18.1220.491.441.444.88%69%65%13.0814.270.00-3.14
    Boston Prop{BXP)100.37114.535.345.312.27%49%45%14.1114.66-0.562.74
    Mack-Cali{CLI)21.4820.792.161.945.77%62%63%-3.21-1.12-10.19-3.19
    D Emmet{DEI)23.2927.141.561.602.95%50%48%16.5317.172.564.92
    Digital{DLR)49.1253.084.864.856.25%68%63%8.069.55-0.210.90
    Duke{DRE)15.0416.881.121.154.03%59%56%12.2313.362.680.94
    Highwoods{HIW)36.1738.412.882.894.43%59%56%6.197.370.35-3.62
    Kilroy{KRC)50.1858.582.672.672.39%52%46%16.7417.440.004.17
    Corp Office{OFC)23.6926.642.442.444.13%45%44%12.4513.610.003.90
    PS BizParks{PSB)76.4283.625.015.092.39%39%37%9.4210.001.606.40
    Parkway{PKY)19.2918.251.431.324.11%57%52%-5.39-4.81-7.69-0.26
    SL Green{SLG)92.38100.625.645.691.99%35%33%8.929.190.890.83
    Vornado{VNO)88.7998.564.754.742.96%62%58%11.0011.78-0.215.33
    Washington{WRE)23.3623.881.651.585.03%76%71%2.233.51-4.24-6.90

    Office Average    3.85%55%52%8.699.73-0.951.41
    Industrial
    AMB Prop{PLD)36.9540.831.781.783.23%nana10.5011.260.000.00
    East Group{EGP)57.9362.913.423.423.43%63%59%8.609.510.00-0.47
    First Potomac{FPO)11.6312.920.970.974.64%62%59%11.0912.810.001.95
    First Ind{FR)17.4519.321.161.172.12%35%33%10.7210.720.864.56
    Liberty{LRY)33.8737.002.492.515.14%76%70%9.2410.640.802.38

    Industrial Average    3.71%62%58%10.0310.990.331.68

    Sector Average    3.64%53%50%9.0110.04-0.651.47

    Office/Industrial Price/FFO Ratios 03-31
    The FFO estimates came from Yahoo except for OFC, which came from its web site


     FFO / ShareFFO GrowthPrice/FFO
    Co.200920102011201220132014201512-1313-1414-15201320142015

    ARE5523524384324334725090.23%9.01%7.84%16.7615.3714.26
    BDN1841341381351351451550.00%7.41%6.90%10.719.979.33
    BMR16411611812914714415313.95%-2.04%6.25%13.9414.2313.39
    BXP4713904834884915315730.61%8.15%7.91%23.3321.5719.99
    CLI329281278264238194191-9.85%-18.49%-1.55%8.7410.7210.88
    DEI1271241371371491601678.76%7.38%4.37%18.2116.9616.25
    DLR2933394054424744855237.24%2.32%7.84%11.2010.9410.15
    DRE1631151141011101151218.91%4.55%5.22%15.3514.6813.95
    HIW2612462542732812893012.93%2.85%4.15%13.6713.2912.76
    KRC26020522222326626730319.28%0.38%13.48%22.0221.9419.33
    OFC24923012121324024425012.68%1.67%2.46%11.1010.9210.66
    PSB55238846842149550953917.58%2.83%5.89%16.8916.4315.51
    PKY33628619312690132143-28.57%46.67%8.33%20.2813.8312.76
    SLG443484480529516569607-2.46%10.27%6.68%19.5017.6816.58
    VNO446606600513341474504-33.53%39.00%6.33%28.9020.7919.56
    WRE214196190189179158170-5.29%-11.73%7.59%13.3415.1114.05

    Office Average      6.896.23 15.2814.34
    Industrial
    PLD7212563101701781941600.00%4.71%8.99%24.0222.9421.05
    EGP3142862963083233423654.87%5.88%6.73%19.4818.3917.24
    FPO1648410611710397102-11.97%-5.83%5.15%12.5413.3212.67
    FR208108694981171264.26%19.39%7.69%19.7116.5115.33
    LRY284265258258249251271-3.49%0.80%7.97%14.8614.7413.65

    Industrial Average      4.997.31 17.1815.99

    Sector Average      6.446.49 15.7314.73

    Disclosure: I am long OFC, VNO.

Back To Factoids' Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers

StockTalks

More »

Latest Comments


Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.