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(Revised from original 2004 version)
Wells REIT II
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.
Real Estate Industry;
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.)