Case | HBS Case Collection | October 2004 (Revised May 2006)

Wells REIT II

by Arthur I Segel and Dwight Angelini von Yves

Abstract

Dr. Richard Planter, a dentist, asks his financial adviser, Michael Saris, to review an offering memorandum for a new, private real estate investment trust. After reviewing the documents, Saris needs to develop an analytical framework and provide concrete advice regarding the investment.

Keywords: Finance; Investment; Framework; Private Ownership; Mathematical Methods; Real Estate Industry;

Citation:

Segel, Arthur I., and Dwight Angelini von Yves. "Wells REIT II." Harvard Business School Case 205-019, October 2004. (Revised May 2006.)