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Market Capitalization - Excel

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Market Capitalization document sample

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									                    Investment Performance by Property Sector and Subsector1
                             (Percent change, except where noted. All data as of December 31, 2009)

                                                      Total Return (%)       Dividend         Number       Equity Market Implied Market
Property Sector/Subsector                      2008    December Year to Date  Yield2          of REITs     Capitalization3 Capitalization3,4


FTSE NAREIT Equity REIT Index                -37.73       7.15        27.99          3.73       106          247,705,541       263,832,691
Industrial/Office                            -50.28       7.86        29.17          4.08         26          53,721,305        58,036,623
   Industrial                                -67.47       6.48        12.17          4.56          7          13,153,208        13,437,154
   Office                                    -41.07       8.23        35.55          3.52         14          32,778,403        35,634,458
   Mixed                                     -33.99       8.61        34.90          5.64          5           7,789,695         8,965,011
Retail                                       -48.36       7.91        27.17          2.85         25          59,667,878        66,815,272
   Shopping Centers                          -38.84       5.27        -1.66          4.27         15          24,475,082        25,083,143
   Regional Malls                            -60.60      10.64        62.99          1.04          6          29,971,771        36,503,007
   Free Standing                             -15.09       3.95        25.93          6.98          4           5,221,025         5,229,121
Residential                                  -24.89       8.69        30.82          4.33         16          35,869,457        38,029,959
  Apartments                                 -25.13       8.88        30.40          4.32         14          33,971,675        35,840,822
  Manufactured Homes                         -20.18       5.41        40.92          4.39          2           1,897,782         2,189,137
Diversified                                  -28.25       7.69        17.02          2.84          8          16,923,778        18,067,639
Lodging/Resorts                              -59.67      13.10        67.19          0.23          9          14,229,944        14,465,604
Health Care                                  -11.98       1.39        24.62          5.82         12          33,959,920        34,244,665

Self Storage                                   5.05       4.31          8.37         2.95          4          16,520,415        16,617,857
Specialty                                    -25.70       8.17        31.46          4.60          6          16,812,844        17,555,073



FTSE NAREIT Hybrid REIT Index                -75.53      14.11        41.30         20.06          3             661,670           661,670


FTSE NAREIT Mortgage REIT Index              -31.31      -0.76        24.63         14.86         19          21,846,412        21,846,412

   Home Financing                            -20.02      -0.44         28.19        15.36         14          20,890,589        20,890,589
   Commercial Financing                      -74.84     -13.92        -40.99         2.71          5             955,822           955,822


Source: FTSE® Group and National Association of Real Estate Investments Trusts ®.
Notes:
   1
    Data derived from the constituents of the FTSE NAREIT Composite REIT Index.
   2
    Dividend yield quoted in percent.
   3
    Data presented in thousands of dollars.
   4
    Implied market capitalization represents the sum of common shares outstanding and operating partnership units, multiplied by share price.
                    Investment Performance by Property Sector and Subsector1
                               (Percent change, except where noted. All data as of January 31, 2010)

                                                      Total Return (%)       Dividend         Number       Equity Market Implied Market
Property Sector/Subsector                      2009     January Year to Date  Yield2          of REITs     Capitalization3 Capitalization3,4


FTSE NAREIT Equity REIT Index                 27.99      -5.21         -5.21         4.14       106          234,925,200       250,042,400
Industrial/Office                             29.17      -5.19         -5.19         4.36         26          51,114,500        55,262,000
   Industrial                                 12.17      -5.57         -5.57         4.83          7          12,421,000        12,697,000
   Office                                     35.55      -4.98         -4.98         3.80         14          31,325,500        34,061,300
   Mixed                                      34.90      -5.44         -5.44         5.97          5           7,368,000         8,503,700
Retail                                        27.17      -6.45         -6.45         3.05         25          55,827,600        62,371,500
   Shopping Centers                           -1.66      -4.51         -4.51         4.48         15          23,420,000        24,030,800
   Regional Malls                             62.99      -9.41         -9.41         1.15          6          27,138,700        33,065,000
   Free Standing                              25.93       2.09          2.09         6.90          4           5,268,900         5,275,700
Residential                                   30.82      -5.41         -5.41         4.59         16          33,929,300        35,969,400
  Apartments                                  30.40      -5.46         -5.46         4.58         14          32,127,200        33,890,200
  Manufactured Homes                          40.92      -4.43         -4.43         4.62          2           1,802,100         2,079,200
Diversified                                   17.02      -5.31         -5.31         4.26          8          15,916,400        16,984,700
Lodging/Resorts                               67.19      -5.74         -5.74         1.94          9          13,485,100        13,721,900
Health Care                                   24.62      -4.44         -4.44         6.13         12          32,378,700        32,652,600

Self Storage                                   8.37      -2.91         -2.91         3.04          4          16,029,400        16,141,600
Specialty                                     31.46      -3.38         -3.38         4.76          6          16,244,200        16,938,700



FTSE NAREIT Hybrid REIT Index                 41.30      16.84        16.84         17.17          3             768,700           768,700


FTSE NAREIT Mortgage REIT Index               24.63      -0.15         -0.15        14.82         19          22,051,900        22,051,900

   Home Financing                             28.19      -0.11         -0.11        15.31         14          21,048,100        21,048,100
   Commercial Financing                      -40.99      -0.96         -0.96         3.50          5           1,003,800         1,003,800


Source: FTSE® Group and National Association of Real Estate Investments Trusts ®.
Notes:
   1
    Data derived from the constituents of the FTSE NAREIT Composite REIT Index.
   2
    Dividend yield quoted in percent.
   3
    Data presented in thousands of dollars.
   4
    Implied market capitalization represents the sum of common shares outstanding and operating partnership units, multiplied by share price.
                    Investment Performance by Property Sector and Subsector1
                              (Percent change, except where noted. All data as of February 28, 2010)

                                                      Total Return (%)       Dividend         Number       Equity Market Implied Market
Property Sector/Subsector                      2009    February Year to Date  Yield2          of REITs     Capitalization3 Capitalization3,4


FTSE NAREIT Equity REIT Index                 27.99       5.34         -0.15         4.16       106          247,150,404       262,986,068
Industrial/Office                             29.17       2.86         -2.48         4.25         26          52,404,033        56,584,599
   Industrial                                 12.17       1.86         -3.81         4.78          7          12,565,930        12,833,428
   Office                                     35.55       3.69         -1.47         3.67         14          32,436,823        35,224,007
   Mixed                                      34.90       0.96         -4.53         5.95          5           7,401,280         8,527,164
Retail                                        27.17       9.82          2.73         3.70         25          61,565,551        68,800,273
   Shopping Centers                           -1.66       8.94          4.03         4.04         15          25,963,302        26,585,352
   Regional Malls                             62.99      11.92          1.38         2.88          6          30,208,885        36,813,889
   Free Standing                              25.93       2.65          4.79         6.74          4           5,393,364         5,401,032
Residential                                   30.82       8.12          2.27         4.21         16          36,633,568        38,710,930
  Apartments                                  30.40       8.37          2.45         4.20         14          34,766,855        36,599,792
  Manufactured Homes                          40.92       3.59         -1.00         4.46          2           1,866,714         2,111,138
Diversified                                   17.02       1.55         -3.84         4.19          8          16,159,150        17,192,922
Lodging/Resorts                               67.19       6.24          0.15         1.83          9          14,326,316        14,505,563
Health Care                                   24.62       2.39         -2.15         6.00         12          32,853,399        33,129,347

Self Storage                                   8.37       2.22         -0.76         2.97          4          16,437,840        16,523,392
Specialty                                     31.46       3.67          0.16         4.61          6          16,770,547        17,539,041



FTSE NAREIT Hybrid REIT Index                 41.30      14.02        33.22        15.21           3             862,910           862,910


FTSE NAREIT Mortgage REIT Index               24.63       2.08          1.93       14.52          19          22,515,363        22,515,363

   Home Financing                             28.19       1.89          1.78       15.02          14          21,442,618        21,442,618
   Commercial Financing                      -40.99       6.63          5.60        3.28           5           1,072,745         1,072,745


Source: NAREIT®
Notes:
   1
    Data derived from the constituents of the FTSE NAREIT Composite REIT Index.
   2
    Dividend yield quoted in percent.
   3
    Data presented in thousands of dollars.
   4
    Implied market capitalization represents the sum of common shares outstanding and operating partnership units, multiplied by share price.
                    Investment Performance by Property Sector and Subsector1
                                (Percent change, except where noted. All data as of March 31, 2010)

                                                      Total Return (%)         Dividend       Number       Equity Market Implied Market
Property Sector/Subsector                      2009      March    Year to Date  Yield2        of REITs     Capitalization3 Capitalization3,4


FTSE NAREIT Equity REIT Index                 27.99      10.18        10.02          3.86       106          272,743,700       289,874,100
Industrial/Office                             29.17       9.78          7.06         3.86         26          57,521,400        62,053,000
   Industrial                                 12.17       7.51          3.41         4.46          7          13,574,400        13,873,600
   Office                                     35.55      10.43          8.81         3.27         14          35,768,500        38,818,800
   Mixed                                      34.90      10.95          5.92         5.41          5           8,178,500         9,360,600
Retail                                        27.17       8.71        11.68          3.58         25          66,757,800        74,534,200
   Shopping Centers                           -1.66       9.54        13.95          3.72         15          27,918,200        28,597,500
   Regional Malls                             62.99       7.98         9.48          3.01          6          32,994,300        40,083,500
   Free Standing                              25.93       8.97        14.20          6.22          4           5,845,300         5,853,200
Residential                                   30.82       7.36         9.79          3.95         16          39,435,300        41,631,800
  Apartments                                  30.40       7.05         9.67          3.95         14          37,332,700        39,264,400
  Manufactured Homes                          40.92      13.13        11.99          3.96          2           2,102,600         2,367,400
Diversified                                   17.02      14.55        10.15          3.85          8          18,441,300        19,605,400
Lodging/Resorts                               67.19      21.85        22.03          1.52          9          18,225,400        18,450,700
Health Care                                   24.62       9.15          6.80         5.56         12          35,860,000        36,169,000

Self Storage                                   8.37      12.50        11.65          2.94          4          18,376,600        18,471,800
Specialty                                     31.46       8.58          8.76         4.33          6          18,125,900        18,958,200



FTSE NAREIT Hybrid REIT Index                 41.30       9.11        45.35        12.69           3             925,700           925,700


FTSE NAREIT Mortgage REIT Index               24.63       0.47          2.41       13.81          19          22,025,100        22,025,100

   Home Financing                             28.19       0.30         2.08        14.30          14          20,904,200        20,904,200
   Commercial Financing                      -40.99       4.42        10.27         3.53           5           1,120,900         1,120,900


Source: NAREIT®
Notes:
   1
    Data derived from the constituents of the FTSE NAREIT Composite REIT Index.
   2
    Dividend yield quoted in percent.
   3
    Data presented in thousands of dollars.
   4
    Implied market capitalization represents the sum of common shares outstanding and operating partnership units, multiplied by share price.
                    Investment Performance by Property Sector and Subsector1
                                 (Percent change, except where noted. All data as of April 30, 2010)

                                                      Total Return (%)         Dividend       Number       Equity Market Implied Market
Property Sector/Subsector                      2009      April    Year to Date  Yield2        of REITs     Capitalization3 Capitalization3,4


FTSE NAREIT Equity REIT Index                 27.99       6.94        17.66          3.61       106          294,516,600       312,816,600
Industrial/Office                             29.17       4.09        11.43          3.74         26          61,239,600        65,988,400
   Industrial                                 12.17       1.79         5.26          4.39          7          14,415,300        14,719,200
   Office                                     35.55       4.85        14.08          3.18         14          38,223,600        41,401,400
   Mixed                                      34.90       4.87        11.08          5.16          5           8,600,700         9,867,800
Retail                                        27.17       6.23        18.64          3.33         25          72,163,700        80,452,600
   Shopping Centers                           -1.66       3.63        18.08          3.60         15          28,903,700        29,579,000
   Regional Malls                             62.99       8.23        18.48          2.70          6          37,046,200        44,650,900
   Free Standing                              25.93       6.53        21.65          5.90          4           6,213,800         6,222,700
Residential                                   30.82      15.59        26.91          3.43         16          45,867,000        48,332,800
  Apartments                                  30.40      16.11        27.34          3.41         14          43,645,700        45,838,700
  Manufactured Homes                          40.92       6.21        18.95          3.75          2           2,221,300         2,494,100
Diversified                                   17.02       8.19        19.17          3.56          8          19,951,700        21,208,400
Lodging/Resorts                               67.19      13.19        38.12          1.37          9          20,620,000        20,872,200
Health Care                                   24.62       0.07          6.88         5.61         12          35,944,900        36,249,800

Self Storage                                   8.37       7.14        19.62          2.75          4          19,603,700        19,715,200
Specialty                                     31.46       5.52        14.76          4.10          6          19,126,000        19,997,200



FTSE NAREIT Hybrid REIT Index                 41.30      27.88        85.88          9.99          3           1,163,900         1,163,900


FTSE NAREIT Mortgage REIT Index               24.63       1.50          3.95       13.60          19          22,581,000        22,581,000

   Home Financing                             28.19       0.86         2.96        14.17          14          21,310,000        21,310,000
   Commercial Financing                      -40.99      14.76        26.55         3.08           5           1,271,000         1,271,000


Source: NAREIT®
Notes:
   1
    Data derived from the constituents of the FTSE NAREIT Composite REIT Index.
   2
    Dividend yield quoted in percent.
   3
    Data presented in thousands of dollars.
   4
    Implied market capitalization represents the sum of common shares outstanding and operating partnership units, multiplied by share price.
                    Investment Performance by Property Sector and Subsector1
                                 (Percent change, except where noted. All data as of May 31, 2010)

                                                      Total Return (%)         Dividend       Number       Equity Market Implied Market
Property Sector/Subsector                      2009       May     Year to Date  Yield2        of REITs     Capitalization3 Capitalization3,4


FTSE NAREIT Equity REIT Index                 27.99      -5.55        11.13          3.92       106          278,696,700       296,439,300
Industrial/Office                             29.17      -7.08          3.55         4.04         26          56,795,600        61,216,100
   Industrial                                 12.17      -9.97         -5.23         4.91          7          12,934,700        13,206,600
   Office                                     35.55      -5.40          7.92         3.37         14          36,127,600        39,123,300
   Mixed                                      34.90      -9.66          0.35         5.73          5           7,733,300         8,886,200
Retail                                        27.17      -5.55        12.05          3.90         25          68,204,500        76,149,500
   Shopping Centers                           -1.66      -7.11         9.68          3.91         15          26,933,300        27,594,600
   Regional Malls                             62.99      -4.37        13.30          3.50          6          35,332,100        42,607,500
   Free Standing                              25.93      -5.72        14.69          6.30          4           5,939,100         5,947,400
Residential                                   30.82      -2.78        23.38          3.53         16          44,655,900        47,117,100
  Apartments                                  30.40      -2.70        23.91          3.51         14          42,534,700        44,679,000
  Manufactured Homes                          40.92      -4.51        13.58          3.93          2           2,121,200         2,438,100
Diversified                                   17.02      -6.26        11.72          3.82          8          18,592,800        19,812,700
Lodging/Resorts                               67.19     -13.81        19.05          1.56          9          18,129,000        18,463,200
Health Care                                   24.62      -1.58          5.19         5.74         12          35,264,900        35,581,400

Self Storage                                   8.37      -3.86        15.00          2.86          4          18,826,500        18,956,000
Specialty                                     31.46      -6.48          7.33         4.33          6          18,227,500        19,143,300



FTSE NAREIT Hybrid REIT Index                 41.30     -16.19        55.78          3.19          3             981,500         1,003,000


FTSE NAREIT Mortgage REIT Index               24.63      -1.72          2.16       13.90          19          22,580,600        22,610,000

   Home Financing                             28.19      -0.96          1.98       14.36          14          21,506,000        21,535,400
   Commercial Financing                      -40.99     -15.87          6.47        3.66           5           1,074,600         1,074,600


Source: NAREIT®
Notes:
   1
    Data derived from the constituents of the FTSE NAREIT Composite REIT Index.
   2
    Dividend yield quoted in percent.
   3
    Data presented in thousands of dollars.
   4
    Implied market capitalization represents the sum of common shares outstanding and operating partnership units, multiplied by share price.

								
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