U.S. REIT – First Quarter 2015 Performance

Release Date: 05 April 2015 (Extra Edition)

Total 170 Equity REITs Ranked by First Quarter 2015 Performance

# Q1-15 Ret – Ranking by First Quarter 2015 Return

# Div Yield – Ranking by Dividend Yield

Share Price, Dividend Yield – As of 02 April 2015


Property Sector: Self Storage

Sector’s Median First Quarter 2015 Return: 8.6

Sector’s Median Dividend Yield: 2.8

Q1-15 RET # DIV YIELD # COMPANY TICKER RETURN MAR-15 RETURN Q1-15 SHARE PRICE DIV. YIELD
1 3 Extra Space Storage Inc. EXR 2.7 15.2 67.87 2.8
2 4 CubeSmart CUBE 4.1 9.4 24.01 2.7
3 1 Sovran Self Storage, Inc. SSS 2.1 7.7 93.95 3.2
4 2 Public Storage PSA (0.0) 6.6 197.31 2.8

Property Sector: Residential

Sector’s Median First Quarter 2015 Return: 5.8

Sector’s Median Dividend Yield: 3.5

Q1-15 RET # DIV YIELD # COMPANY TICKER RETURN MAR-15 RETURN Q1-15 SHARE PRICE DIV. YIELD
1 4 Preferred Apartment Communities, Inc. APTS 5.8 18.9 10.68 6.6
2 20 Essex Property Trust, Inc. ESS 3.4 11.3 229.15 2.5
3 13 UDR, Inc. UDR 6.5 10.4 33.98 3.3
4 9 Sun Communities, Inc. SUI (1.3) 10.4 66.40 3.9
5 17 Equity Residential EQR 1.1 8.4 78.31 2.8
6 1 Bluerock Residential Growth REIT, Inc. Class A BRG 1.4 7.2 13.45 8.6
7 16 AvalonBay Communities, Inc. AVB 3.5 6.6 174.74 2.9
8 19 Equity LifeStyle Properties, Inc. ELS 2.0 6.6 55.14 2.7
9 12 Associated Estates Realty Corporation AEC 3.0 6.3 24.78 3.4
10 15 Apartment Investment and Management Company Class A AIV 4.5 5.9 38.96 2.9
11 10 Camden Property Trust CPT 7.3 5.8 78.52 3.6
12 6 Home Properties, Inc. HME 3.8 5.6 69.97 4.3
13 3 UMH Properties, Inc. UMH 6.4 5.4 10.24 7.0
14 11 American Campus Communities, Inc. ACC 3.9 3.7 43.36 3.5
15 8 Mid-America Apartment Communities, Inc. MAA 6.6 3.5 77.97 4.0
16 2 Independence Realty Trust, Inc. IRT 2.0 1.9 9.44 7.6
17 14 Monogram Residential Trust Inc MORE 1.2 0.6 9.42 3.2
18 21 Campus Crest Communities, Inc. CCG (8.1) (2.1) 6.85
19 18 Post Properties, Inc. PPS 0.1 (3.1) 56.90 2.8
20 7 Education Realty Trust, Inc. EDR 0.9 (3.3) 34.94 4.1
21 5 Trade Street Residential, Inc. TSRE (8.4) (6.9) 7.13 5.3

Property Sector: Infrastructure

Sector’s Median First Quarter 2015 Return: 4.9

Sector’s Median Dividend Yield: 3.9

Q1-15 RET # DIV YIELD # COMPANY TICKER RETURN MAR-15 RETURN Q1-15 SHARE PRICE DIV. YIELD
1 1 CorEnergy Infrastructure Trust, Inc. CORR 3.1 6.9 6.98 7.4
2 2 Crown Castle International Corp CCI (4.4) 4.9 84.15 3.9
3 3 American Tower Corporation AMT (5.0) (4.8) 96.78 1.7

Property Sector: Health Care

Sector’s Median First Quarter 2015 Return: 3.6

Sector’s Median Dividend Yield: 4.6

Q1-15 RET # DIV YIELD # COMPANY TICKER RETURN MAR-15 RETURN Q1-15 SHARE PRICE DIV. YIELD
1 9 Universal Health Realty Income Trust UHT 10.7 16.9 55.86 4.5
2 10 CareTrust REIT Inc CTRE 6.7 10.0 14.25 4.5
3 8 Sabra Health Care REIT, Inc. SBRA 1.4 9.2 33.35 4.7
4 2 Medical Properties Trust, Inc. MPW (2.6) 7.0 14.97 5.9
5 11 LTC Properties, Inc. LTC 3.1 6.6 46.09 4.4
6 6 Physicians Realty Trust DOC 7.1 6.1 17.62 5.1
7 15 Aviv REIT, Inc. AVIV 1.4 5.9 36.75 3.9
8 4 Omega Healthcare Investors, Inc. OHI 1.3 3.8 41.48 5.2
9 14 Healthcare Trust of America, Inc. Class A HTA 0.4 3.4 28.18 4.1
10 13 Health Care REIT, Inc. HCN 0.3 2.2 77.83 4.2
11 16 Ventas, Inc. VTR (1.9) 1.8 73.23 4.3
12 12 Healthcare Realty Trust Incorporated HR (2.7) 1.7 27.95 4.3
13 7 National Health Investors, Inc. NHI (0.2) 1.5 71.57 4.8
14 3 New Senior Investment Group Inc SNR (1.2) 1.1 16.72 5.5
15 1 Senior Housing Properties Trust SNH (0.7) 0.4 22.14 7.0
16 5 HCP, Inc. HCP 2.0 (1.9) 43.99 5.1

Property Sector: Industrial/Office

Sector’s Median First Quarter 2015 Return: 3.4

Sector’s Median Dividend Yield: 3.3

Q1-15 RET # DIV YIELD # COMPANY TICKER RETURN MAR-15 RETURN Q1-15 SHARE PRICE DIV. YIELD
1 26 Terreno Realty Corporation TRNO 3.4 10.5 22.87 2.8
2 23 Alexandria Real Estate Equities, Inc. ARE 2.2 10.5 96.94 3.1
3 35 Hudson Pacific Properties, Inc. HPP 3.8 10.4 33.62 1.5
4 33 Kilroy Realty Corporation KRC 3.0 10.3 76.66 1.8
5 32 Boston Properties, Inc. BXP 2.2 9.2 140.93 1.8
6 1 Gladstone Commercial Corporation GOOD 2.4 8.4 18.65 8.0
7 31 SL Green Realty Corp. SLG 1.1 7.9 129.88 1.8
8 22 Duke Realty Corporation DRE 1.9 7.8 22.04 3.1
9 34 Empire State Realty Trust, Inc. Class A ESRT 6.3 7.0 18.84 1.8
10 12 Columbia Property Trust, Inc. CXP 4.4 6.6 27.23 4.4
11 10 BioMed Realty Trust, Inc. BMR 1.9 5.2 22.55 4.6
12 27 Douglas Emmett, Inc DEI 3.3 5.0 30.32 2.8
13 5 Franklin Street Properties Corp. FSP 1.5 4.5 12.92 5.9
14 28 PS Business Parks, Inc. PSB (0.2) 4.4 83.27 2.4
15 29 First Industrial Realty Trust, Inc. FR 0.7 4.2 21.38 2.4
16 30 Paramount Group, Inc. PGRE 5.2 3.8 19.32 2.0
17 17 Corporate Office Properties Trust OFC (0.1) 3.6 29.53 3.7
18 36 Equity Commonwealth EQC 0.4 3.4 26.61
19 18 Highwoods Properties, Inc. HIW 0.4 3.4 46.29 3.7
20 19 Prologis, Inc. PLD 2.0 1.2 43.59 3.3
21 21 Mack-Cali Realty Corporation CLI 2.5 1.2 19.30 3.1
22 24 Rexford Industrial Realty, Inc. REXR (1.4) 0.6 15.73 3.1
23 7 Monmouth Real Estate Investment Corporation Class A MNR (1.4) 0.4 11.20 5.4
24 15 Brandywine Realty Trust BDN 0.8 15.92 3.8
25 3 City Office REIT, Inc. CIO 1.3 (0.5) 13.05 7.2
26 2 Government Properties Income Trust GOV (2.3) (0.7) 22.92 7.5
27 13 New York REIT, Inc. NYRT 0.9 (1.0) 10.53 4.4
28 11 Piedmont Office Realty Trust, Inc. Class A PDM 1.5 (1.2) 18.83 4.5
29 37 Easterly Government Properties, Inc. DEA (0.3) (1.2) 16.23
30 4 Chambers Street Properties CSG (3.8) (2.2) 7.92 6.4
31 20 DCT Industrial Trust Inc. DCT (3.9) (2.8) 34.98 3.2
32 9 First Potomac Realty Trust FPO (0.5) (3.8) 11.93 5.0
33 6 STAG Industrial, Inc. STAG (5.7) (4.0) 23.58 5.7
34 16 EastGroup Properties, Inc. EGP (4.5) (5.0) 61.05 3.7
35 8 Liberty Property Trust LPT (4.1) (5.1) 36.27 5.2
36 14 Parkway Properties, Inc. PKY (1.5) (5.7) 17.61 4.3
37 25 Cousins Properties Incorporated CUZ (1.2) (7.2) 10.50 3.0


Property Sector: Diversified

Sector’s Median First Quarter 2015 Return: 3.1

Sector’s Median Dividend Yield: 4.6

Q1-15 RET # DIV YIELD # COMPANY TICKER RETURN MAR-15 RETURN Q1-15 SHARE PRICE DIV. YIELD
1 9 Gaming and Leisure Properties, Inc. WI GLPI 8.9 25.7 37.25 5.9
2 23 CoreSite Realty Corporation COR 2.6 24.7 50.41 3.3
3 20 CyrusOne, Inc. CONE 4.7 13.0 31.61 4.0
4 21 Gladstone Land Corp. LAND 1.2 12.6 12.10 3.5
5 7 Armada Hoffler Properties, Inc. AHH (1.3) 12.3 10.58 6.4
6 16 OUTFRONT Media Inc. OUT (0.1) 11.5 29.75 4.6
7 12 Corrections Corporation of America CXW 0.9 10.8 40.36 5.4
8 17 Lamar Advertising Company Class A LAMR 2.0 10.5 59.58 4.6
9 30 American Assets Trust, Inc. AAT 5.5 8.7 43.24 2.2
10 10 GEO Group Inc GEO 1.4 8.4 44.46 5.6
11 22 QTS Realty Trust, Inc. Class A QTS 1.7 7.6 37.06 3.5
12 3 Whitestone REIT WSR 0.6 5.1 15.96 7.1
13 19 Winthrop Realty Trust FUR 1.4 4.7 16.20 4.0
14 24 Alexander’s, Inc. ALX 3.7 4.4 452.99 3.1
15 8 EPR Properties EPR (1.6) 4.2 60.72 6.0
16 6 One Liberty Properties, Inc. OLP 3.1 3.2 24.21 6.4
17 1 NorthStar Realty Finance Corp. NRF (5.7) 3.1 18.22 8.8
18 25 Equinix, Inc. EQIX 3.9 2.7 235.60 2.9
19 32 American Residential Properties, Inc. ARPI 3.7 2.4 18.42
20 2 Select Income REIT SIR 1.2 2.4 25.04 7.7
21 26 Gramercy Property Trust Inc. GPT (0.5) 1.7 28.45 2.8
22 18 Washington Real Estate Investment Trust WRE (2.5) (0.1) 27.88 4.3
23 13 Digital Realty Trust, Inc. DLR (0.6) (0.5) 65.84 5.2
24 15 DuPont Fabros Technology, Inc. DFT 4.4 (1.7) 32.93 5.1
25 29 Starwood Waypoint Residential Trust SWAY 2.7 (2.0) 25.80 2.2
26 28 Silver Bay Realty Trust Corp. SBY (2.4) 16.16 2.2
27 31 American Homes 4 Rent Class A AMH (0.8) (2.8) 16.69 1.2
28 11 W.P. Carey Inc. WPC (0.8) (3.0) 68.72 5.5
29 27 Vornado Realty Trust VNO 1.8 (4.9) 111.21 2.3
30 14 Iron Mountain, Inc. IRM (0.7) (5.6) 37.15 5.1
31 4 Investors Real Estate Trust IRET (2.1) (8.2) 7.40 7.0
32 5 Lexington Realty Trust LXP (9.2) (10.5) 10.05 6.8

Property Sector: Retail

Sector’s Median First Quarter 2015 Return: 2.7

Sector’s Median Dividend Yield: 3.6

Q1-15 RET # DIV YIELD # COMPANY TICKER RETURN MAR-15 RETURN Q1-15 SHARE PRICE DIV. YIELD
1 32 Federal Realty Investment Trust FRT 3.6 10.3 148.45 2.3
2 16 Retail Opportunity Investments Corp. ROIC 9.3 9.0 18.21 3.7
3 28 Acadia Realty Trust AKR 2.1 8.9 34.87 2.8
4 34 American Realty Capital Properties, Inc. Class A ARCP 0.4 8.8 9.92
5 8 Realty Income Corporation O 3.1 8.2 52.05 4.4
6 9 STORE Capital Corporation STOR 3.1 8.1 23.50 4.3
7 27 Simon Property Group, Inc. SPG 2.8 7.4 199.36 2.8
8 20 Brixmor Property Group, Inc. BRX 4.5 6.9 26.44 3.4
9 19 Kimco Realty Corporation KIM 2.2 6.8 26.61 3.6
10 26 Regency Centers Corporation REG 3.7 6.7 68.41 2.8
11 2 Agree Realty Corporation ADC 0.4 6.0 33.23 5.4
12 7 Urstadt Biddle Properties Inc. Class A UBA 1.5 5.4 22.70 4.5
13 22 Equity One, Inc. EQY (0.3) 5.2 26.93 3.3
14 33 General Growth Properties, Inc. GGP 1.9 5.0 30.04 2.3
15 5 Excel Trust, Inc EXL 2.3 4.7 14.06 5.1
16 12 National Retail Properties, Inc. NNN 1.8 4.1 41.60 4.0
17 14 Weingarten Realty Investors WRI (0.7) 3.0 36.03 3.8
18 15 Rouse Properties, Inc. RSE 9.7 2.4 19.22 3.7
19 31 Cedar Realty Trust, Inc. CDR 0.1 2.0 7.56 2.6
20 3 CBL & Associates Properties, Inc. CBL (1.1) 2.0 19.79 5.4
21 1 Spirit Realty Capital, Inc. SRC (1.4) 1.6 12.30 5.5
22 17 DDR Corp. DDR (1.7) 1.4 18.85 3.7
23 23 Macerich Company MAC 0.8 1.1 80.66 3.2
24 25 Taubman Centers, Inc. TCO 6.6 0.9 76.95 2.9
25 24 Saul Centers, Inc. BFS 6.2 0.0 56.92 3.0
26 6 Getty Realty Corp. GTY 0.9 (0.1) 18.27 4.8
27 21 Urban Edge Properties UE (1.0) (0.1) 23.64 3.4
28 10 Ramco-Gershenson Properties Trust RPT (0.6) (0.7) 18.84 4.2
29 18 Pennsylvania Real Estate Investment Trust PEI 2.0 (1.0) 23.08 3.6
30 13 Kite Realty Group Trust KRG (0.5) (2.0) 28.18 3.9
31 4 Inland Real Estate Corporation IRC (0.1) (2.4) 10.79 5.3
32 29 WP GLIMCHER, Inc WPG (4.0) (3.4) 16.40 2.7
33 11 Retail Properties of America, Inc. Class A RPAI 1.3 (4.0) 16.10 4.1
34 30 Tanger Factory Outlet Centers, Inc. SKT (0.8) (4.8) 35.85 2.7

Property Sector: Lodging/Resorts

Sector’s Median First Quarter 2015 Return: (0.7)

Sector’s Median Dividend Yield: 3.9

Q1-15 RET # DIV YIELD # COMPANY TICKER RETURN MAR-15 RETURN Q1-15 SHARE PRICE DIV. YIELD
1 4 Ryman Hospitality Properties, Inc. RHP 1.3 15.5 62.32 4.2
2 13 Summit Hotel Properties, Inc., INN 7.2 13.1 13.98 3.4
3 8 Xenia Hotels & Resorts, Inc. XHR 8.0 8.3 23.21 4.0
4 1 Hospitality Properties Trust HPT 7.1 6.4 33.46 5.9
5 15 FelCor Lodging Trust Incorporated FCH 6.7 6.2 11.94 1.3
6 14 Pebblebrook Hotel Trust PEB (4.1) 2.1 46.33 2.7
7 7 Chatham Lodging Trust CLDT 1.3 1.5 29.67 4.0
8 11 Sotherly Hotels Inc. SOHO 0.1 1.5 7.74 3.6
9 16 Sunstone Hotel Investors, Inc. SHO (4.5) 1.0 16.99 1.2
10 17 Ashford Hospitality Prime, Inc. AHP 3.1 (2.3) 17.09 1.2
11 10 LaSalle Hotel Properties LHO (0.2) (4.0) 39.17 3.8
12 12 DiamondRock Hospitality Company DRH (2.4) (5.0) 14.32 3.5
13 18 Strategic Hotels & Resorts, Inc. BEE (5.3) (6.0) 12.54
14 5 RLJ Lodging Trust RLJ (1.6) (6.6) 31.76 4.2
15 3 Hersha Hospitality Trust Class A HT (3.6) (8.0) 6.55 4.3
16 2 Ashford Hospitality Trust, Inc. AHT (9.7) (8.2) 9.86 4.9
17 6 Chesapeake Lodging Trust CHSP (4.9) (9.1) 33.87 4.1
18 9 Host Hotels & Resorts, Inc. HST (3.9) (15.1) 20.49 3.9

Property Sector: Timber

Sector’s Median First Quarter 2015 Return: (3.5)

Sector’s Median Dividend Yield: 3.8

Q1-15 RET # DIV YIELD # COMPANY TICKER RETURN MAR-15 RETURN Q1-15 SHARE PRICE DIV. YIELD
1 1 CatchMark Timber Trust, Inc. Class A CTT (3.4) 3.5 11.67 4.3
2 2 Plum Creek Timber Company, Inc. PCL 0.0 1.5 43.41 4.1
3 3 Rayonier Inc. RYN (1.6) (3.5) 26.45 3.8
4 4 Potlatch Corporation PCH 0.3 (4.4) 39.70 3.8
5 5 Weyerhaeuser Company WY (5.6) (7.6) 32.64 3.6

Notes from the author This is not a recommendation to buy or sell stocks. The highest-performing stocks are not necessarily the best choice for your portfolio. The purpose of this ranking is to shorten your stock analysis by enabling comparison of stock and sector performance. This is a snapshot of information available on 02 April 2015. Please perform your own due diligence before acting. The equity REITs are constituent companies of the FTSE NAREIT All REITs Index as of 31 March 2015. Companies whose equity market capitalization is lower than $100 million have been disregarded. Button


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Written by Heli Brecailo Disclaimer This newsletter is not engaged in rendering tax, accounting, or other professional advice through this publication. No statement in this issue is to be construed as a recommendation to buy or sell any security or other investment. Please do your own due diligence before making any investment decision. Some information presented in this publication has been obtained from third-party sources considered to be reliable. Sources are not required to make representations as to the accuracy of the information, however, and consequently the publisher cannot guarantee accuracy. Disclosure The author has no positions in any shares mentioned, and no plans to initiate any positions within the next 72 hours.​