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What Are 20 Indicators Everyone Should Know? An Institutional Real Estate Investment Perspective

What Are 20 Indicators Everyone Should Know? An Institutional Real Estate Investment Perspective. C2ER’s 52 nd Annual Conference Oklahoma City June 7, 2012.

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What Are 20 Indicators Everyone Should Know? An Institutional Real Estate Investment Perspective

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  1. What Are 20 Indicators Everyone Should Know?An Institutional Real Estate Investment Perspective C2ER’s 52nd Annual Conference Oklahoma City June 7, 2012 CONFIDENTIALITY NOTICE: All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This is not to be construed as an offer to buy or sell any financial instruments. It is not our intention to state, indicate or imply in any manner that current or past results are indicative of future profitability or expectations. As with all investments there are associated inherent risks. Please obtain and review all financial material carefully before investing. This publication may contain confidential and proprietary information of Invesco Institutional and/or Invesco Ltd. Circulation, disclosure, or dissemination of all or any part of this material to any unauthorized persons is prohibited. Unauthorized reproduction or distribution of all or any part of this material is prohibited.

  2. Summary: Market Selection Road Map • Screening for Qualified Markets • Key Drivers of Local Real Estate Fundamentals • Relative Market Performance

  3. Screening for Qualified Markets • Large, diverse employment base • Data: Total and major industry employment • Source: BLS data via Moody’s Analytics • Availability of real estate fundamentals data • Data: Market and submarket-level supply, demand, occupancy rates and rents • Sources: CBRE – Econometrics Advisors and Axiometrics • Sizeable inventory by property type • Sizeable market value representation in the NCREIF Property Index • Data: Aggregate value of institutional real estate investor holdings • Source: National Council of Real Estate Investment Fiduciaries

  4. Seattle Minneapolis Fairfield County Portland Chicago Boston New York Newark Denver Philadelphia Edison San Francisco Baltimore Oakland Washington DC San Jose Riverside Los Angeles Phoenix Ft. Worth Orange County Dallas Atlanta San Diego Austin Houston Orlando San Antonio West Palm Beach Tampa Fort Lauderdale Miami Invesco Real Estate Qualified Market Map Note: Markets shown not necessarily qualified for investment in all property types.

  5. Key Drivers of Tenant Demand and Rent Growth • All Property Types • Metro job growth (BLS) • Metro GDP growth (BEA/Moody’s Analytics) • Metro inflation (BLS)

  6. Relative Performance Indicators • Total returns by market/property type (NCREIF) • Current value capitalization rates by property type (NCREIF) • Occupancy rates by market/property type (CBRE - Econometric Advisors) • Construction by market/property type (CBRE- Econometric Advisors) • Underwritten apartment capitalization rates (ACLI)

  7. Thank You

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