Mid-America Apartment Communities Inc. Message Board

  • joea41 joea41 Mar 7, 2002 1:01 PM Flag

    Mr. Bolton check UDR's presentation

    UDR (United Dominion Realty) gave a presentation to analysts and filed the presentation under its most recent 8K at the SEC yesterday. There might be some good ideas in how to present MAA to analsts. UDR has an entusiastic group of analysts recommending it, and I don't see why they shouldn't be equally enthusiastic about MAA.

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    • Please keep in mind that young analysts have never owned and operated an apartment building, and many have probably never owned a house (at least not for very long). Looks like UDR built a "business model" (new catch phrase) the analysts understand and like. When I was an REIT analyst 30 years ago the rule was KISS "keep it simple stupid". Consistent execution, which requires patience, will win in the end.

 
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