REITs Report

February 07, 2011

Buy ($175)

Topics covered: Pickup in 2011 IPOs and Acquisitions, Limited Residential Supply and Competition, Industrial Build-to-Suit Trends, High Productivity Mall REITs

Companies covered: Whitney Holding Corp., Wells Fargo & Company (NYSE:WFC), U.S. Bancorp (NYSE:USB), United Community Banks, Inc. (NASDAQ:UCBI), Trustmark Corporation (NASDAQ:TRMK), SunTrust Banks, Inc. (NYSE:STI), Synovus Financial Corp. (NYSE:SNV), Regions Financial Corporation (NYSE:RF), J P Morgan Chase & Co (NYSE:JPM), Hancock Holding Company (NASDAQ:HBHC), Citigroup Inc. (NYSE:C), BancorpSouth, Inc. (NYSE:BXS), BB&T Corporation (NYSE:BBT), Bank of America Corporation (NYSE:BAC), U-Store-It Trust, Sovran Self Storage, Inc. (NYSE:SSS), Public Storage (NYSE:PSA), Mid-America Apartment Communities, Inc. (NYSE:MAA), Home Properties, Inc. (NYSE:HME), Extra Space Storage Inc (NYSE:EXR), Essex Property Trust, Inc. (NYSE:ESS), Education Realty Trust Inc. (NYSE:EDR), Camden Property Trust (NYSE:CPT), AvalonBay Communities, Inc. (NYSE:AVB), American Campus Communities Inc (NYSE:ACC), W.P. Carey Inc. (NYSE:WPC), Realty Income Corporation (NYSE:O), National Retail Properties (NYSE:NNN), Federal Realty Investment Trust (NYSE:FRT), EPR Properties (NYSE:EPR), Acadia Realty Trust (NYSE:AKR), Agree Realty Corporation (NYSE:ADC), Commerce Bancshares, Inc. (NASDAQ:CBSH), Associated Banc-Corp, Walmart Inc. (NYSE:WMT), ProLogis, Inc. (NYSE:PLD), FedEx Corporation (NYSE:FDX), Duke Realty Corporation (NYSE:DRE), Digital Realty Trust, Inc. (NYSE:DLR), Park National Corporation (AMEX:PRK)