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EFTA01388958

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18 October 2016 REITs US REIT 3016 Earnings Preview to $1.01 from $1.08, NAREIT FFO moves to 54c from 63c. and FAD moves to 58c from 65c. In 2017, core FFO/sh moves to $1.35 from $1.27, NAREIT FFO moves to $1.23 from $1.19, and FAD moves $1.15 from $1.08. CONE: We are updating estimates to reflect our expectation of an earlier exercise of the forward equity sales offering in 2017 and a modest reduction in rent commencements in 2017. Our 2016 estimates are unchanged. For 2017, our core FFO/sh estimate moves to $2.95 from $3.01. NAREIT FFO moves to $2.71 from $2.77. FAD moves to $2.90 from $2.97, and EBITDA moves to $337.7MM from $345.8MM. • DLR: We are updating estimates to reflect our expectation of a delayed exercise for a portion of the forward equity sales offering and lowering our 2H16 leasing assumptions. Our 2016 Core and NAREIT FFO/sh estimates are unchanged, while FAD moves to $5.09 from $5.10. For 2017, Core and NAREIT FFO move to $6.09 from $6.24. while FAD moves to $5.21 from $5.36. • FRT: We decrease our 2017 FFO estimate from $6.08 to $6.04 largely on more conservative development assumptions. • IRT: We are updating estimates after reviewing the recent 8-K filing which contained additional debt repayment and share buyback pricing details. Our 2016 NAREIT FFO/sh moves to 69c from 70c and 2017 moves to 65c from 67c. Our core FFO/sh estimates are also decreasing by lc to 80c for 2016 and by 2c to 75c for 2017. • MPW: After updating our model to reflect the Steward deal and related financing activity, our 2016 norm FFO/sh estimate remains unchanged at $1.29 (vs. $1.29-$1.33 guidance). Our 2017 norm FFO/sh moves to $1.39 from $1.32. Our norm FAD/sh estimates move to 51.17 (from $1.16) in 2016 and to $1.29 (from $1.20) in 2017. • PGRE: We are updating our model to reflect the One Front Street acquisition and recent financing activity. Our 2016 NAREIT FFO/sh estimate moves to 87c from 86c, core FFO moves to 85c from 83c,

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