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