UBS Research: Real Estate http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschstockrschsector&IndCatCode=REA&MarketCode=GL&MarketCap=X> UBS Research: Real Estate en Copyright (C) UBS 2009. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Fri, 20 Nov 2009 Sun, 22 Nov 2009 60 http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschrss http://research.ibb.ubs.com:80/images/logo.gif UBS http://www.ubs.com 160 44 <![CDATA[Unibail-Rodamco "7% upgrade to NAV, Neutral retained" (Neutral) Wright]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70065|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • Global

  • UBSW EMEA


Sectors
  • European Real Estate

  • European Ex. UK Real Estate

  • French Real Estate

  • Global Real Estate

  • European Financial

  • European Ex. UK Financial

  • French Financial

  • Global Financial

  • European Financial Services

  • European Ex. UK Financial Services

  • French Financial Services

  • Global Financial Services


Companies
  • UNBP.PA Unibail-Rodamco


Subjects
  • Company Update

  • Morning Note

]]> Kim Wright, CFA UNBP.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70065|native|public|20091120182421 Fri, 20 Nov 2009 <![CDATA[SM Investments "Mixed performance across segments" (Neutral) Olonan]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51929|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Philippines

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Asian Real Estate

  • Philippines Real Estate

  • Asian Financial

  • Philippines Financial

  • Asian Financial Services

  • Philippines Financial Services

  • Asian Pacific Financial

  • Asian Pacific Financial Services

  • Asian Pacific Real Estate

  • Asian Pacific Ex. JP Financial

  • Asian Pacific Ex. JP Financial Services

  • Asian Pacific Ex. JP Real Estate

  • Asia Emerging Financial

  • Asia Emerging Financial Services

  • Asia Emerging Real Estate


Companies
  • SMPH.PS SMPH

  • BDO.PS Banco de Oro

  • SM.PS SM Investments


Subjects
  • Company Update

  • Morning Note

]]> Minda Olonan SMPH.PS BDO.PS SM.PS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51929|native|public|20091120062305 Fri, 20 Nov 2009 <![CDATA[Japan Real Estate Sector Update "Stocks do not look overvalued, but the ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17964|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Japanese Real Estate

  • Japanese Financial

  • Japanese Financial Services


Companies
  • 8801.T Mitsui Fudosan

  • 8802.T Mitsubishi Estate

  • 8830.T Sumitomo Realty&Dev.

  • 8933.T NTT Urban Developm't


Subjects
  • Industry Overview

]]> Toshihiko Okino 8801.T 8802.T 8830.T 8933.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17964|native|public|20091120060028 Fri, 20 Nov 2009 <![CDATA[Derwent London plc "Q3 IMS - NAV upgrade" (Sell) Freeman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69995|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Real Estate

  • British Real Estate

  • Global Real Estate

  • European Financial

  • British Financial

  • Global Financial

  • European Financial Services

  • British Financial Services

  • Global Financial Services


Companies
  • DLN.L Derwent London plc


Subjects
  • Company Update

  • Morning Note

]]> Quentin Freeman DLN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69995|native|public|20091120040109 Fri, 20 Nov 2009 <![CDATA[The REIT Appraisal "What Happened to Portfolio Discounts?" 19-Nov-2009 Nussbaum]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82848|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Americas Real Estate

  • US Real Estate

  • Americas Financial

  • US Financial

  • Americas Financial Services

  • US Financial Services

  • North American Financial

  • North American Financial Services

  • North American Real Estate


Companies
  • AVB.N AvalonBay

  • CLI.N Mack-Cali

  • EQR.N Equity Residential

  • SPG.N Simon Property

  • HCP.N HCP Inc.

  • HCN.N Health Care REIT

  • HR.N Healthcare Realty

  • NHP.N Nationwide Hlth Prop

  • OHI.N Omega Healthcare Inv

  • BRE.N BRE Properties

  • AMB.N AMB Property

  • AIV.N AIMCO

  • ESS.N Essex Property Trust

  • KIM.N Kimco Realty

  • KRC.N Kilroy Realty

  • PKY.N Parkway Properties

  • BDN.N Brandywine Realty

  • BXP.N Boston Properties

  • CPT.N Camden Property

  • MAC.N Macerich

  • TCO.N Taubman Centers

  • EGP.N EastGroup Properties

  • CBL.N CBL & Assoc. Prop.

  • VTR.N Ventas

  • SNH.N Senior Housing

  • PLD.N ProLogis

  • NNN.N National Retail

  • PPS.N Post Properties

  • UDR.N UDR

  • CLP.N Colonial Properties

  • FRT.N Federal Realty

  • REG.N Regency Centers

  • WRI.N Weingarten Realty

  • O.N Realty Income Corp

  • BPO.N Brookfield Prop.

  • SKT.N Tanger

  • EXR.N Extra Space Storage

  • PSA.N Public Storage

  • SLG.N SL Green Realty

  • MPW.N Medical Prop Trust

  • DEI.N Douglas Emmett

  • DCT.N DCT Industrial

  • YSI.N U-Store-It Trust

  • SSS.N Sovran Self Storage


Subjects
  • Industry Overview

  • Morning Note

]]> Ross T. Nussbaum AVB.N CLI.N EQR.N SPG.N HCP.N HCN.N HR.N NHP.N OHI.N BRE.N AMB.N AIV.N ESS.N KIM.N KRC.N PKY.N BDN.N BXP.N CPT.N MAC.N TCO.N EGP.N CBL.N VTR.N SNH.N PLD.N NNN.N PPS.N UDR.N CLP.N FRT.N REG.N WRI.N O.N BPO.N SKT.N EXR.N PSA.N SLG.N MPW.N DEI.N DCT.N YSI.N SSS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82848|native|public|20091120020106 Fri, 20 Nov 2009 <![CDATA[Corio "Q3'09 - Occupational market tough, values stabilising" (Neutral) Wright]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69988|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Netherlands

  • UBSW EMEA


Sectors
  • European Real Estate

  • European Ex. UK Real Estate

  • Global Real Estate

  • Netherlands Real Estate

  • European Financial

  • European Ex. UK Financial

  • Global Financial

  • Netherlands Financial

  • European Financial Services

  • European Ex. UK Financial Services

  • Global Financial Services

  • Netherlands Financial Services


Companies
  • DLN.L Derwent London plc

  • UNBP.PA Unibail-Rodamco

  • GPOR.L Great Portland

  • LAND.L Land Secs

  • SGRO.L SEGRO

  • COR.AS Corio

  • CAST.ST Castellum


Subjects
  • Company Update

  • Morning Note

]]> Kim Wright, CFA DLN.L UNBP.PA GPOR.L LAND.L SGRO.L COR.AS CAST.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69988|native|public|20091119165227 Thu, 19 Nov 2009 <![CDATA[Land Secs "Positive, poised but patient" (Neutral) Freeman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69976|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Real Estate

  • British Real Estate

  • Global Real Estate

  • European Financial

  • British Financial

  • Global Financial

  • European Financial Services

  • British Financial Services

  • Global Financial Services


Companies
  • LAND.L Land Secs


Subjects
  • Company Update

  • Morning Note

]]> Quentin Freeman LAND.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69976|native|public|20091119124041 Thu, 19 Nov 2009 <![CDATA[SOHO China "Acquisition of Nexus Center" (Buy) Zhang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51900|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Asian Real Estate

  • Chinese Real Estate

  • Asian Financial

  • Chinese Financial

  • Asian Financial Services

  • Chinese Financial Services

  • Asian Pacific Financial

  • Asian Pacific Financial Services

  • Asian Pacific Real Estate

  • Asian Pacific Ex. JP Financial

  • Asian Pacific Ex. JP Financial Services

  • Asian Pacific Ex. JP Real Estate


Companies
  • 0410.HK SOHO China


Subjects
  • Company Update

  • Morning Note

]]> Haiyun Zhang 0410.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51900|native|public|20091119122841 Thu, 19 Nov 2009 <![CDATA[Australian Real Estate Sector Update "Residential earnings normalised, not ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11552|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Asian Pacific Financial

  • Asian Pacific Financial Services

  • Asian Pacific Real Estate

  • Asian Pacific Ex. JP Financial

  • Asian Pacific Ex. JP Financial Services

  • Asian Pacific Ex. JP Real Estate

  • Australian Real Estate

  • Australian Financial

  • Australian Financial Services

  • Australasian Financial

  • Australasian Financial Services

  • Australasian Real Estate


Companies
  • ALZ.AX Australand Holdings

  • LEI.AX Leighton Holdings

  • THG.AX Thakral Holdings

  • MCW.AX Macq Countrywide

  • CFX.AX CFS Retail Tst

  • GPT.AX GPT Group

  • MOF.AX Macquarie Office

  • SGP.AX Stockland

  • MGR.AX Mirvac Group

  • IIF.AX ING Industrial Fund

  • IOF.AX ING Office Fund

  • CPA.AX Commonwealth Office

  • LLCDA.AX Lend Lease Group

  • BWP.AX Bunnings W/h Prop

  • VPG.AX Valad Property Group

  • FKP.AX FKP Ltd

  • PPC.AX Peet

  • WDC.AX Westfield

  • DXS.AX Dexus Property Grp

  • TSO.AX Tishman Speyer Fund

  • GMG.AX Goodman Group

  • AJADA.AX Astro Japan Trust

  • SDG.AX Sunland

  • CHC.AX Charter Hall Group


Subjects
  • Industry Overview

  • Morning Note

]]> John Freedman ALZ.AX LEI.AX THG.AX MCW.AX CFX.AX GPT.AX MOF.AX SGP.AX MGR.AX IIF.AX IOF.AX CPA.AX LLCDA.AX BWP.AX VPG.AX FKP.AX PPC.AX WDC.AX DXS.AX TSO.AX GMG.AX AJADA.AX SDG.AX CHC.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11552|native|public|20091119103626 Thu, 19 Nov 2009 <![CDATA[HK/China Monthly Property Chart Book "Issue 35. November 2009" 18-Nov-2009 Wong]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51862|native|public Regions
  • Global

  • Asia

  • China

  • Hong Kong

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Arab Emirates Real Estate

  • Asian Real Estate

  • Chinese Real Estate

  • Hong Kong Real Estate

  • Asian Financial

  • Chinese Financial

  • Hong Kong Financial

  • Asian Financial Services

  • Chinese Financial Services

  • Hong Kong Financial Services

  • Asian Pacific Financial

  • Asian Pacific Financial Services

  • Asian Pacific Real Estate

  • Asian Pacific Ex. JP Financial

  • Asian Pacific Ex. JP Financial Services

  • Asian Pacific Ex. JP Real Estate


Subjects
  • Industry Overview

  • Morning Note

]]> Eric Wong http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51862|native|public|20091118105407 Wed, 18 Nov 2009 <![CDATA[British Land "Moving on " (Neutral) Freeman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69884|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Real Estate

  • British Real Estate

  • Global Real Estate

  • European Financial

  • British Financial

  • Global Financial

  • European Financial Services

  • British Financial Services

  • Global Financial Services


Companies
  • BLND.L British Land


Subjects
  • Company Update

  • Market Strategy / Comment

  • Morning Note

]]> Quentin Freeman BLND.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69884|native|public|20091118040039 Wed, 18 Nov 2009 <![CDATA[UAE Property "Gearing up for the road to recovery" 18-Nov-2009 Masud]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69874|native|public Regions
  • Global

  • EMEA Emerging

  • Emerging Markets

  • Arab Emirates


Sectors
  • Global Real Estate

  • EMEA Emerging Real Estate

  • EMEA Emerging Financial

  • Global Financial

  • EMEA Emerging Financial Services

  • Global Financial Services

  • Global Emerging Financial

  • Global Emerging Financial Services

  • Global Emerging Real Estate

  • Arab Emirates Real Estate


Companies
  • DEPA.DI Depa

  • ALDR.AD Aldar

  • SOR.AD Sorouh

  • UPRO.DU Union Properties

  • EMAR.DU Emaar

  • ARTC.DU Arabtec


Subjects
  • Industry Overview

]]> Saud Masud DEPA.DI ALDR.AD SOR.AD UPRO.DU EMAR.DU ARTC.DU http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69874|native|public|20091118040032 Wed, 18 Nov 2009 <![CDATA[HK/China Monthly Property Chart Book "Issue 35. November 2009" (Chinese Version)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02147|native|public Regions
  • Global

  • Asia

  • China

  • Hong Kong

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Asian Real Estate

  • Chinese Real Estate

  • Hong Kong Real Estate

  • Asian Financial

  • Chinese Financial

  • Hong Kong Financial

  • Asian Financial Services

  • Chinese Financial Services

  • Hong Kong Financial Services

  • Asian Pacific Financial

  • Asian Pacific Financial Services

  • Asian Pacific Real Estate

  • Asian Pacific Ex. JP Financial

  • Asian Pacific Ex. JP Financial Services

  • Asian Pacific Ex. JP Real Estate


Subjects
  • Industry Overview

  • Morning Note

]]> Eric Wong http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02147|native|public|20091118012800 Wed, 18 Nov 2009 <![CDATA[Omega Healthcare Inv "An Attractive & Accretive Acquisition" (Neutral) Pizzo]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82744|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Americas Real Estate

  • US Real Estate

  • Americas Financial

  • US Financial

  • Americas Financial Services

  • US Financial Services

  • North American Financial

  • North American Financial Services

  • North American Real Estate


Companies
  • OHI.N Omega Healthcare Inv


Subjects
  • Company Update

  • Morning Note

]]> Dustin Pizzo, CFA OHI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82744|native|public|20091117220855 Tue, 17 Nov 2009 <![CDATA[Japan Real Estate "Capital increase and property acquisition announced"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17932|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Japanese Real Estate

  • Japanese Financial

  • Japanese Financial Services


Companies
  • 8952.T Japan Real Estate


Subjects
  • Company Update

  • Morning Note

]]> Toshihiko Okino 8952.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17932|native|public|20091117181800 Tue, 17 Nov 2009 <![CDATA[First Read: Omega Healthcare Inv "$565mn CSE Deal = Spread Investing 101"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82717|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Americas Real Estate

  • US Real Estate

  • Americas Financial

  • US Financial

  • Americas Financial Services

  • US Financial Services

  • North American Financial

  • North American Financial Services

  • North American Real Estate


Companies
  • OHI.N Omega Healthcare Inv


Subjects
  • Company Update

  • Morning Note

]]> Dustin Pizzo, CFA OHI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82717|native|public|20091117141616 Tue, 17 Nov 2009 <![CDATA[Goodman Group "Another step " (Sell) McCasker]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11527|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Asian Pacific Financial

  • Asian Pacific Financial Services

  • Asian Pacific Real Estate

  • Asian Pacific Ex. JP Financial

  • Asian Pacific Ex. JP Financial Services

  • Asian Pacific Ex. JP Real Estate

  • Australian Real Estate

  • Australian Financial

  • Australian Financial Services

  • Australasian Financial

  • Australasian Financial Services

  • Australasian Real Estate


Companies
  • GMG.AX Goodman Group


Subjects
  • Company Update

  • Morning Note

]]> Grant McCasker, CFA GMG.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11527|native|public|20091117100804 Tue, 17 Nov 2009 <![CDATA[GPT Group "Hedges closed, what's next?" (Neutral) McCasker]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11526|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Asian Pacific Financial

  • Asian Pacific Financial Services

  • Asian Pacific Real Estate

  • Asian Pacific Ex. JP Financial

  • Asian Pacific Ex. JP Financial Services

  • Asian Pacific Ex. JP Real Estate

  • Australian Real Estate

  • Australian Financial

  • Australian Financial Services

  • Australasian Financial

  • Australasian Financial Services

  • Australasian Real Estate


Companies
  • GPT.AX GPT Group


Subjects
  • Company Update

  • Morning Note

]]> Grant McCasker, CFA GPT.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11526|native|public|20091117095815 Tue, 17 Nov 2009 <![CDATA[Cofinimmo "FY09 guidance reiterated" (Neutral) Sandberg]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69811|native|public Regions
  • Belgium

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • Belgian Real Estate

  • European Real Estate

  • European Ex. UK Real Estate

  • Global Real Estate

  • Belgian Financial

  • European Financial

  • European Ex. UK Financial

  • Global Financial

  • Belgian Financial Services

  • European Financial Services

  • European Ex. UK Financial Services

  • Global Financial Services


Companies
  • DLN.L Derwent London plc

  • UNBP.PA Unibail-Rodamco

  • GPOR.L Great Portland

  • HMSO.L Hammerson

  • LAND.L Land Secs

  • SGRO.L SEGRO

  • COFB.BR Cofinimmo

  • CAST.ST Castellum

  • LII.L Liberty Intl

  • KLED.ST Kungsleden


Subjects
  • Market Strategy / Comment

  • Smaller Capitalised Companies

  • Morning Note

]]> Albin Sandberg DLN.L UNBP.PA GPOR.L HMSO.L LAND.L SGRO.L COFB.BR CAST.ST LII.L KLED.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69811|native|public|20091116173149 Mon, 16 Nov 2009 <![CDATA[JREIT Sector Update "TGR and LCP to merge" 17-Nov-2009 Okino]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17913|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Japanese Real Estate

  • Japanese Financial

  • Japanese Financial Services


Subjects
  • Industry Overview

  • Morning Note

]]> Toshihiko Okino http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17913|native|public|20091116155900 Mon, 16 Nov 2009