Nontraded real estate investment trusts

Open REITs, ranked by 3Q equity raised

Dec 22, 2013 @ 12:01 am

Company3Q equity raised ($M) 3Q invested assets ($M) Original share price 3Q portfolio cap rate Current distribution rate 3Q13 FFO payout ratio*
Cole Corporate Income Trust$1,067.4 $1,398.9 $10 7.46%6.50%127%
Griffin-American Healthcare Trust II$1,063.6 $2,336.4 $10 8.28%6.65%156%
American Realty Capital Trust V$1,051.9 $986.2 $25 7.38%6.60%838%
Cole Credit Property Trust IV$592.3 $1,597.7 $10 7.32%6.25%112%
Phillips Edison - ARC Shopping Center REIT$522.4 $855.3 $10 7.65%6.70%145%
American Realty Capital N.Y. Recovery REIT$473.7 $789.5 $10 7.12%6.05%141%
Industrial Income Trust$233.2 $3,637.0 $10 6.61%6.00%106%
Carey Watermark Investors$225.8 $644.4 $10 N/A6.00%105%
Hines Global REIT$212.2 $3,496.2 $10 7.47%6.32%86%
Carter Validus Mission Critical REIT$150.3 $686.0 $10 7.95%7.00%97%
Steadfast Income REIT$127.3 $1,136.5 $10 7.28%7.00%130%
KBS REIT III$122.6 $724.5 $10 7.47%6.50%89%
CNL Healthcare Properties$108.8 $559.7 $10 7.62%4.00%84%
Resource Real Estate Opportunity REIT$104.6 $325.0 $10 N/A4.00%N/A
Griffin Capital Essential Asset REIT$81.4 $571.2 $10 7.97%6.75%79%
American Realty Capital Healthcare Trust II$64.1 $41.9 $25 7.40%6.80%214%
Strategic Storage Trust$60.1 $650.0 $10 7.16%6.50%155%
American Realty Capital Global Trust$37.6 $86.1 $10 8.55%7.10%149%
Jones Lang LaSalle Income Property Trust$28.9 $928.9 N/AN/A3.94%63%
Apple REIT Ten$27.8 $812.3 $11 10.01%7.50%91%

*Funds from operations are based on Nareit-defined FFO and adjusted for acquisition costs and expenses. N/A = not available. Source: MTS Research Advisors

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