Ann: Announces Sale of Northbridge, WA , page-16

Thanks m4dmon3y particularly interested in your call on CER as per below analysis and this takes into account it was up 60% today so you clearly did rather well!

Looking at it another way, lets make a number of wild assumptions just for the sake of mathematical analysis of REITs.
Assume
- all REITs are ran equally
- all REITs are equally well managed
- all REITs are equally affected by the GFC
- all REITs have identical debt issues
- all REITs have identical tennency percentages etc etc

...if you get my drift, these are completely wild assumptions just for the sake of analysis and for that purpose i dont care they are not entirely true...

Then if we take current SP as a proportion of 52 week high then you have a mathematical upside table as below (forgive any REITS i've missed as there are some):

1 VPG 4%
2 AEZ 7%
3 IIF 8%
4 MDT 9%
5 CER 9%
6 GMG 9%
7 TSO 9%
8 ILF 10%
9 CNP 12%
10 FKP 14%
11 MOF 16%
12 SDG 18%
13 LLP 18%
14 GPT 19%
15 MCW 21%
16 AEU 22%
17 CHC 24%
18 APZ 24%
19 BJT 24%
20 ALZ 25%
21 ABP 26%
22 IOF 30%
23 OAK 40%
24 DXS 49%
25 MLE 49%
26 SGP 50%
27 CDI 52%
28 LLC 52%
29 CPA 55%
30 WDC 56%
31 CFX 63%
32 BWP 82%


In translation what this means based on this simplistic mathematical modelling is that MOF is the REIT with the 11th highest potential upside at this time. All things being equal we should all be putting our $$ into VPG, AEZ, IIF, MDT , but we know that all things aren't equal. lol

As i already own MDT (& 5 of the top 17 by this analysis) and my portfolio is in good shape to support another REIT then i will be jumping on another one of these top 10 in the next few days (i won't disclose which one just yet as havent made the final call as it requires further non mathematical analysis but real research).