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Case
| HBS Case Collection
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2006
(Revised from original 2004 version)
Wells REIT II
by
Arthur I Segel and Dwight Angelini von Yves
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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, May 2006. (Revised from original October 2004 version.)