Firm |
Date |
Title |
Contact |
|
2001 |
New
Merrill Lynch |
12/6/01 |
SCZ: Price of Storage Purchase
Disappoints; SCZ Still has Enough Capital to Repurchase Stk; Buy |
Steve Sakwa |
New
Merrill Lynch |
12/3/01 |
SCZ: CRE Sale Trims Est. But is
Nonetheless Another Step in the Right Direction; Buy |
Steve Sakwa |
New
Wachovia Securities |
11/21/01 |
SCZ Flush with Even More Cash, Homestead
Sold – Strong Buy |
Christopher P. Haley |
|
Merrill Lynch |
11/21/01 |
SCZ: HSD Sale Eliminates Any Doubts
About SCZ's Seriousness in Restructuring Itself; Buy |
Steve Sakwa |
|
Legg Mason |
11/20/01 |
SCZ: Restructuring Continues with $740
Million Homestead Sale |
David Fick |
Credit Suisse
First Boston |
11/19/01 |
SCZ Announces Two More Corporate
Transactions that Move the Company Toward Its End Goal |
Larry Raiman |
|
Goldman Sachs |
11/19/01 |
SCZ Announces the Sale of 9.2 mil CRE
Shares: Executing on Simplification; Market Outperformer |
David Kostin |
|
Goldman Sachs |
11/12/01 |
SCZ Reports in-line 3Q01 EBDADT;
Disclosure Supports Our $29 Est. of Value; Market Outperformer |
David Kostin |
|
Merrill Lynch |
11/8/01 |
SCZ: Cutting '02 Est. By $0.37 Based on
Lower Contributions from HSD and Euro Realty; Buy |
Steve Sakwa |
|
Wachovia Securities |
11/7/01 |
SCZ Q3 Review — EBDADT in Line, Yet
Cash Flow Generation Above Est. |
Christopher P. Haley |
|
Salomon Smith Barney |
11/7/01 |
SCZ: Storage USA, Homestead and Parking
Focus in Quarter; Outperform |
Jonathan Litt |
|
Legg Mason |
11/7/01 |
SCZ: Announces $42 Bid fro Remainder of
SUS; 3Q01 Results in Line |
David Fick |
|
Goldman Sachs |
11/7/01 |
Security Capital Offers $42 per Share
for the 62% of Storage USA it Does Not Own |
David Kostin |
Credit Suisse
First Boston |
11/6/01 |
SCZ Announces Proposal to Acquire
Remaining Shares in Storage USA for $42 |
Larry Raiman |
|
Wachovia Securities |
11/6/01 |
SCZ Proposes All-Cash Buy-In of Storage
USA — A "Market" Deal |
Christopher P. Haley |
|
Salomon Smith Barney |
11/6/01 |
SCZ to Buy Storage USA at NAV;
Outperform |
Jonathan Litt |
|
Merrill Lynch |
11/6/01 |
Storage Bid Disappoints But Does Not
Preclude Further Stock Buybacks; Buy |
Steve Sakwa |
|
Legg Mason |
11/1/01 |
SCZ: Standstill Agreement with Storage
USA Waived Until 11/21 |
David Fick |
|
First Union |
10/7/01 |
SCZ: Extended-Stay Business Weakness
Causes Estimate Reductions |
Christopher P. Haley |
|
Salomon Smith Barney |
10/1/01 |
SCZ: Lowering Estimates Post Attack and
Economic Slowdown |
Jonathan Litt |
|
Legg Mason |
9/28/01 |
SCZ: Initiating Coverage with a Strong
Buy Rating |
David Fick |
Credit Suisse
First Boston |
9/25/01 |
SCZ Reviews Homestead Village's Recent
Operating Results. We are Trimming our 2001 and 2002 Estimates. Recent
Weakness in Share Price Creates Buying Opportunity. |
Larry Raiman |
|
First Union |
9/10/01 |
SCZ: Public Affiliate (SUS) Reviewing
SCZ Equity Standstill Agreement |
Christopher P. Haley |
|
Merrill Lynch |
8/16/01 |
SCZ: Our NAV Value for Homestead Should
Be Achievable in a Prospective Sale; Buy |
Steve Sakwa |
Credit Suisse
First Boston |
8/10/01 |
SCZ: reports solid second quarter
results; retain buy rating |
Larry Raiman |
| First Union |
8/9/01 |
SCZ: Q2 Operating Cash Flow Better Than
Our Estimate — "Simplification" Continues |
Christopher P. Haley |
| Salomon Smith Barney |
8/9/01 |
SCZ: Funding appears in place to take
out remaining entities; Outperform |
Jonathan Litt |
|
Merrill Lynch |
8/9/01 |
SCZ: Restructuring to Continue for Next
Two Years; Buy |
Steve Sakwa |
| First Union |
8/8/01 |
SCZ: Updating Our SCZ "Buy-In"
Analysis — The Evaluation Continues |
Christopher P. Haley |
| Goldman Sachs |
6/13/01 |
SCZ Sells CWS Stake for $290m; Positive
Transaction but Lowering EBDADT Ests;
Market Outperformer |
David Kostin |
| Salomon Smith Barney |
6/11/01 |
SCZ: Reorganization Continues with the
Sale of CWS; Outperform |
Jonathan Litt |
| First Union |
6/7/01 |
SCZ: CWS Sale Represents Another Step in
the Right Direction |
Christopher P. Haley |
| Goldman Sachs |
5/11/01 |
SCZ reports 1Q 2001 EBDADT Growth of
16%; Simplification Continues; Reiterate Market Outperformer |
David Kostin |
| Salomon Smith Barney |
5/10/01 |
SCZ: Repositioning Plan on Track;
Outperform |
Jonathan Litt |
|
Merrill Lynch |
5/10/01 |
SCZ: Despite Perceptions to the
Contrary, NAV is Still $27+; Buy |
Steve Sakwa |
|
First Union |
5/2/01 |
SCZ: Post-tender NAV (Up) and EBDADT
(Down) Adjustments |
Christopher P. Haley |
|
First Union |
4/19/01 |
SCZ: Early Review of Tender Offer:
Reiterate Strong Buy |
Christopher P. Haley |
| Salomon Smith Barney |
4/12/01 |
SCZ: Blue Light Special - Double NAV
Discount on Quality REITs; Outperform |
Jonathan Litt |
| Goldman Sachs |
3/22/01 |
Market Outperformer; Trimming SCZ
Estimates to Reflect Larger than Expected Sale of ASN Shares |
David Kostin |
| Salomon Smith Barney |
3/21/01 |
SCZ: Conference Updates |
Jonathan Litt |
| Credit Suisse First Boston |
3/20/01 |
SCZ: Recap of the SCZ story and
Estimates after its presentation at our REIT Conference and sale of Archstone
Shares; Retain Buy Rating |
Larry Raiman |
| First Union |
3/15/01 |
SCZ: Adjusting EBDADT Estimates for
Recent Transactions - Strong Buy |
Christopher P. Haley |
| Salomon Smith Barney |
3/15/01 |
SCZ: Blue Light Special - Double NAV
Discount; Outperform |
Jonathan Litt |
| First Union |
3/12/01 |
SCZ: "Playing the Guessing
Game" - Reiterate Strong Buy |
Christopher P. Haley |
| Goldman Sachs |
2/12/01 |
Market Outperformer: Reports 4Q2000
EBDADT Growth of 38%; Simplification Continues |
David Kostin |
| Merrill Lynch |
1/17/01 |
SCZ: Merger Closes - Stock Remains
Undervalued; Buy |
Steve Sakwa |
|
2000 |
| Goldman Sachs |
11/30/00 |
Market Outperformer: Adjusting SCZ estimates to reflect quarterly outperformance and pending merger |
David Kostin |
| First Union |
11/10/00 |
SCZ: Q3 '00 $0.12 Above Expectations – Raising Estimates – Reiterate Buy |
Christopher P. Haley |
| Credit Suisse First Boston |
11/9/00 |
SCZ: Announces blowout third quarter earnings results; raise estimates and retain buy rating. |
Larry Raiman |
| Merrill Lynch |
11/9/00 |
SCZ: ASN Share Registration May Offer Pointers to Future Strategy; Buy |
Rahul Bhattacharjee |
| Goldman Sachs |
11/9/00 |
Market Outperformer: SCZ reports 3Q 2000 EBDADT of 75¢; 14¢ ahead of our estimate; 56% year-over-year growth |
David Kostin |
| Goldman Sachs |
10/18/00 |
Market Outperformer: SCZ reports 3Q 2000 EBDADT of 75¢; 14¢ ahead of our estimate; 56% year-over-year growth |
David Kostin |
| Goldman Sachs |
10/18/00 |
SCZ "Preannounces that 3Q EBDADT per Share Will Exceed Expectations by 20%" |
David Kostin |
| First Union |
9/27/00 |
SCZ: Mgt. Conference Call Provides Insight and Clarification of Deal Specifics; Reiterate Buy |
Christopher P. Haley |
| First Union |
9/26/00 |
SCZ: Announced a Definitive Agreement to Acquire all Of
SC-U.S. Realty's Outstanding Shares; Reiterate Buy |
Christopher P. Haley |
| Merrill Lynch |
9/26/00 |
SCZ "Security Capital Group, Inc.: Eliminating A "Tier" Of Its NAV Discount & A Distracting Layer Of Complexity |
Eric Hemel |
| Credit Suisse First Boston |
9/26/00 |
"Announces deal to acquire SC-U.S. Realty in a share-for-share exchange" |
Larry Raiman |
| Green Street Advisors |
9/25/00 |
"Agreement to acquire SC-U.S. Realty announced" |
Christopher P. Haley |
