GAINS & LOSSES of Property and Industry Groups

Apts., Diversified, Healthcare, Hotels, Indust., MH Parks, Offices, Retail (4), Storage, Specialty.

Comc'l, Resd'l, Both

Constr., Developers,
Hme Bldrs, Lodging,
MH Mfgs, Resorts, Services, Tech, Timberland

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Prices & Data

GAINERS & LOSERS
Of REITs and Realty & Housing Corps.
BY PROPERTY AND INDUSTRY GROUPS

The returns below reflect an equal weighting of the change in the stock price within each property type, mortgage and industry group. The indicated returns do not reflect dividends, however, and are therefore not total returns. See methodology. Select a group to obtain a list of stocks comprising it and information about each stock and group. Please see disclaimers.

For daily returns of all REITs and other real estate and related industries select here. Daily returns by property type groups are not yet available.

REITs_by_Property_Types	2006 Chng	2007 Chng	1Q Chng	2Q Chng	3Q Chng	10/08 Chng	11/08 Chng	YTD
EQUITY REITs
Apartments	24.96%	-32.37%	19.90%	-12.93%	-17.58%	-22.18%	-22.12%	-40.98%
Diversified	14.61%	-25.34%	4.41%	-13.89%	-13.40%	-15.03%	-17.42%	-39.36%
HealthCare	31.08%	-9.07%	7.88%	-10.24%	-0.96%	-10.79%	-20.06%	-22.28%
Hotels	24.92%	-25.84%	-4.82%	-20.90%	-16.70%	-34.54%	-22.20%	-69.65%
Industrial	18.59%	-9.56%	-0.05%	-13.11%	-15.61%	-33.11%	-25.34%	-55.39%
MHParks	8.23%	-24.69%	2.91%	-10.69%	-6.22%	-22.45%	-22.06%	-49.37%
Offices	34.28%	-28.61%	3.10%	-11.94%	-15.74%	-27.22%	-24.58%	-50.05%
Retail Malls & Centers	20.74%	-45.06%	-0.22%	-9.27%	-13.65%	-36.44%	-58.01%	-81.20%
Retail Factory Outlets	36.40%	-3.80%	11.24%	-10.05%	4.04%	-6.90%	1.30%	-2.84%
Retail Centers	33.93%	-16.56%	8.13%	-13.86%	-4.88%	-21.37%	-23.03%	-44.00%
Retail Regional Malls	28.76%	-13.56%	11.37%	-15.69%	-25.36%	-33.86%	-44.57%	-68.64%
Retail (All SubGroups)	31.04%	-19.60%	7.68%	-13.35%	-9.85%	-25.40%	-31.37%	-52.45%
Self-Storage	21.91%	-37.10%	20.77%	-8.30%	-2.60%	-20.10%	-16.79%	-25.67%
Specialty	13.32%	-13.35%	-0.37%	-7.88%	-4.04%	-17.68%	-18.42%	-36.79%
EQUITY REIT TOTALS	24.48%	-21.75%	6.57%	-12.29%	-10.18%	-23.36%	-24.62%	-45.62%
MORTGAGE REITs
Resd'l & Comc'l Mortgages	2.51%	-42.67%	-2.72%	-18.54%	21.18%	-12.57%	-35.64%	-60.53%
Residential Mortgages	22.24%	-39.07%	7.90%	-42.01%	-0.06%	-24.44%	-22.32%	-59.87%
Commercial Mortgages	36.71%	-28.16%	0.13%	-15.11%	-30.37%	-14.48%	-28.68%	-61.56%
MORTGAGE REIT TOTALS	27.70%	-32.70%	0.73%	-19.83%	-15.51%	-15.59%	-29.12%	-61.10%
TOTALS FOR ALL REITs	24.02%	-24.68%	5.50%	-14.73%	-9.34%	-21.97%	-25.53%	-48.81%

Industry_Group_Names	2006 Chng	2007 Chng	1Q Chng	2Q Chng	3Q Chng	10/08 Chng	11/08 Chng	YTD
REALTY & HOUSING CO's.
Builders (Home)	7.15%	-60.40%	43.78%	-28.45%	11.59%	-26.50%	-18.57%	-33.18%
Constr. & Engineering	18.24%	36.20%	-5.31%	-1.67%	-33.07%	-13.73%	-0.32%	-48.77%
Developers	16.03%	-23.89%	-3.59%	-22.93%	-17.95%	-31.22%	-30.60%	-65.13%
Lodging	-8.82%	-13.43%	-1.39%	-20.04%	-18.64%	-13.43%	-23.90%	-58.75%
Mobile Home Manufacturers	-9.43%	-24.89%	-11.86%	-18.66%	-3.50%	-18.75%	-19.06%	-47.30%
OnSite Technology	45.82%	4.42%	-25.44%	-13.36%	-32.51%	-23.06%	-29.08%	-66.23%
Property Services	30.16%	22.79%	-5.15%	-5.32%	-9.52%	-16.78%	-13.85%	-51.89%
Resort Co's	30.39%	-9.26%	4.88%	-13.48%	-12.94%	-0.99%	-18.61%	-35.46%
Tech & Net	14.22%	3.84%	-10.09%	0.04%	2.20%	-9.95%	-11.57%	-29.90%
Timberland	-5.07%	-4.55%	-3.00%	-2.06%	-5.67%	-26.14%	-16.03%	-35.35%
TOTALS FOR ALL CO's	13.87%	-6.92%	-1.72%	-12.59%	-12.00%	-18.06%	-18.16%	-47.20%

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Methodology:
The methodology employed in calculating returns is for appreciation (or loss) only. It can be thought of as an individual investor's return who relies on the dividends for income, not reinvestment, and primarily looks at returns as only capital appreciation. It simply consists of the average percentage increase or decrease for all stocks within a group for the time period shown producing a "weighted return." Dividends are not included in our calcluations, but splits are considered. Innitial public offerings (IPOs) are included the period after they are issued. This treatment tries to normalize the impact of IPOs which can be volatile immediately after they are issued. Our returns will be understated compared to other "total returns" which include dividends. Currently, this difference is about 6% to 7% per annum, and has been about 50 to 100 b.p. or more in previous years, depending upon the group. Select here to see total returns from NAREIT. Please note that our property type groups are somewhat different than NAREIT. We cover nearly twice as many stocks as other indices (e.g. Wilshire, S&P, Morgan & Stanley) which may also account for differences in returns; especially since we give small stocks the same weighting as much larger stocks. Note that Totals for Equity and Mortgage REITs are an average of the different groups, not of all stocks.

Disclaimers:
The rankings, percentages and other material provided herein should not be taken as endorsements or recommendations to invest in a stock, fund or other security. No guarantee can be made as to the expected performance of such investments. Investors should consult all available information, including data external to this and associated Web sites, and exercise their own best judgement before making any investment decisions. InRealty, RealtyStocks and Schott Consulting Services are not financial advisors.

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