REITs
Has Entered into
Has Entered into
a Joint Venture with
a Joint Venture with
An Institutional Investor
An Institutional Investor
$135 Million
$135 Million
Placement Agent
Placement Agent
Equity Commitment
Equity Commitment
Follow-On Offering
Follow-On Offering
$72 Million
$72 Million
Co-Manager
Co-Manager
January 2009
January 2009
Follow-On Offering
Follow-On Offering
$298 Million
$298 Million
Lead Manager
Lead Manager
January 2009
January 2009
Follow-On Offering
Follow-On Offering
$207 Million
$207 Million
Bookrunner
Bookrunner
December 2008
December 2008
Follow-On Offering
Follow-On Offering
$285 Million
$285 Million
Co-Manager
Co-Manager
October 2008
October 2008
Follow-On Offering
Follow-On Offering
$46 Million
$46 Million
Co-Manager
Co-Manager
September 2008
September 2008
Follow-On Offering
Follow-On Offering
$48 Million
$48 Million
Co-Manager
Co-Manager
June 2008
June 2008
Follow-On Offering
Follow-On Offering
$412 Million
$412 Million
Co-Manager
Co-Manager
June 2008
June 2008
Initial Public Offering
Initial Public Offering
$276 Million
$276 Million
Joint Bookrunner
Joint Bookrunner
April 2008
April 2008
144A Private Placement
144A Private Placement
$166 Million
$166 Million
Sole Placement Agent
Sole Placement Agent
January 2008
January 2008
Banks
Loan Portfolio Sales Group
Convertible Preferred
Convertible Preferred
Offering
Offering
$350 Million
$350 Million
Financial Advisor
Financial Advisor
December 2008
December 2008
Convertible Preferred
Convertible Preferred
Offering
Offering
$287 Million
$287 Million
Sole Placement Agent
Sole Placement Agent
June 2008
June 2008
Sub-Performing &
Sub-Performing &
Nonperforming Construction
Nonperforming Construction
Loan Sale
Loan Sale
$1,434 Million
$1,434 Million
March 2009
March 2009
Sub-Performing &
Sub-Performing &
Nonperforming Commercial
Nonperforming Commercial
Loan Sale
Loan Sale
$38 Million
$38 Million
November 2008
November 2008
Diversified Finance Group
Has Merged with
Has Merged with
Advisor to First Southwest
Advisor to First Southwest
November 2008
November 2008
Follow-On Offering
Follow-On Offering
$225 Million
$225 Million
Co-Manager
Co-Manager
November 2008
November 2008
Pali Holdings, Inc.
Announced Acquisition of
Announced Acquisition of
Advisor to Pali Holdings, Inc.
Advisor to Pali Holdings, Inc.
October 2008
October 2008
Follow-On Offering
Follow-On Offering
$88 Million
$88 Million
Joint-Bookrunner
Joint-Bookrunner
September 2008
September 2008
Keefe, Bruyette & Woods (KBW) is the largest full-service investment bank that specializes exclusively in the financial services
sector. REITs have become a significant component of the financial services sector and we have made a firm wide commitment to
the sector. We have industry-leading positions in the areas of research, corporate finance, mergers and acquisitions and sales and
trading for financial services companies.
For more information, please contact: John Dalena (212) 887-7775 jdalena@kbw.com www.kbw.com
Keefe, Bruyette & Woods, Inc.
787 Seventh Avenue
New York, NY 10019
Phone: (212) 887-7777
Member SIPC
