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

Wells REIT II

By: Arthur I Segel and Dwight Angelini
  • Format:Print
  • | Language:English
  • | Pages:17
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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. "Wells REIT II." Harvard Business School Case 205-019, October 2004. (Revised May 2006.)

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