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REIT Success Stories
Source: SNL Financial and Company filings.
KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member
NYSE/FINRA/SIPC, and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities
representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A.
IPO Follow-On Equity Term Loan Credit Facility Other
Initial Public Offering
Co-Manager
$221 million
August 2004
Follow-On
Co-Bookrunner
$763 million
July 2012
Follow-On
Co-Bookrunner
$373 million
August 2010
Co-Lead Arranger &
Administrative Agent
$350 million
January 2012
Co-Lead Arranger &
Administrative Agent
$450 million
January 2012
Co-Lead Arranger &
Administrative Agent
$400 million
June 2011
ATM
Sales Agent
$300 million
November 2011
Equity Research &
Trading Support
Initial Public Offering
Co-Manager
$350 million
January 2005
Follow-On
Co-Bookrunner
$189 million
August 2012
Follow-On
Co-Bookrunner
$130 million
November 2011
Lead Arranger &
Administrative Agent
$50 million
March 2006
Co-Lead Arranger &
Administrative Agent
$175 million
September 2011
Co-Lead Arranger &
Administrative Agent
$95 million
November 2009
ATM
Sales Agent
$50 million
May 2012
Equity Research &
Trading Support
Initial Public Offering
Co-Lead Manager
$129 million
October 2003
Follow-On
Left Bookrunner
$178 million
November 2010
Follow-On
Left Bookrunner
$92 million
March 2010
Co-Lead Arranger &
Administrative Agent
$300 million
January 2012
Lead Arranger &
Administrative Agent
$255 million
June 2011
Lead Arranger &
Administrative Agent
$125 million
April 2006
Preferred Stock
Co-Lead Manager
$45 million
March 2012
Preferred Stock
Co-Lead Manager
$115 million
January 2011
Initial Public Offering
Co-Manager
$466 million
August 2004
Follow-On
Co-Lead Manager
$302 million
September 2010
Follow-On
Co-Bookrunner
$228 million
April 2010
Co-Lead Arranger &
Administrative Agent
$400 million
March 2012
Co-Lead Arranger &
Administrative Agent
$400 million
March 2012
Co-Lead Arranger &
Administrative Agent
$750 million
July 2011
Sr Unsecured Notes
Co-Bookrunner
$250 million
June 2012
Sr Unsecured Notes
Co-Bookrunner
$400 million
March 2011
Follow-On
Co-Bookrunner
$230 million
February 2012
Follow-On
Co-Bookrunner
$292 million
April 2010
Senior Term Loan
Co-Documentation Agent
$100 million
March 2012
Co-Lead Arranger &
Syndication Agent
$400 million
March 2012
Co-Lead Arranger &
Syndication Agent
$330 million
May 2010
Sr Unsecured Notes
Co-Lead Manager
$200 million
February 2012
Equity Research &
Trading Support
Initial Public Offering
Senior Co-Manager
$737 million
October 2007
Follow-On
Left Bookrunner
$317 million
May 2010
Lead Arranger &
Administrative Agent
$250 million
February 2009
Lead Arranger &
Administrative Agent
$225 million
March 2012
Lead Arranger &
Administrative Agent
$100 million
August 2010
Preferred Stock
Co-Manager
$65 million
January 2012
Preferred Stock
Co-Manager
$101 million
March 2011
Initial Public Offering
Co-Manager
$238 million
August 2004
ATM
Sales Agent
$50 million
March 2012
Follow-On
Co-Bookrunner
$92 million
May 2009
Lead Arranger &
Administrative Agent
$55 million
July 2008
Co-Lead Arranger &
Administrative Agent
$125 million
April 2012
Co-Lead Arranger &
Administrative Agent
$200 million
June 2011
Preferred Stock
Co-Manager
$33 million
March 2012
Equity Research,
Trading Support & Global
Treasury Management

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tmbst-reib-success-matrix

  • 1. 1 REIT Success Stories Source: SNL Financial and Company filings. KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member NYSE/FINRA/SIPC, and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A. IPO Follow-On Equity Term Loan Credit Facility Other Initial Public Offering Co-Manager $221 million August 2004 Follow-On Co-Bookrunner $763 million July 2012 Follow-On Co-Bookrunner $373 million August 2010 Co-Lead Arranger & Administrative Agent $350 million January 2012 Co-Lead Arranger & Administrative Agent $450 million January 2012 Co-Lead Arranger & Administrative Agent $400 million June 2011 ATM Sales Agent $300 million November 2011 Equity Research & Trading Support Initial Public Offering Co-Manager $350 million January 2005 Follow-On Co-Bookrunner $189 million August 2012 Follow-On Co-Bookrunner $130 million November 2011 Lead Arranger & Administrative Agent $50 million March 2006 Co-Lead Arranger & Administrative Agent $175 million September 2011 Co-Lead Arranger & Administrative Agent $95 million November 2009 ATM Sales Agent $50 million May 2012 Equity Research & Trading Support Initial Public Offering Co-Lead Manager $129 million October 2003 Follow-On Left Bookrunner $178 million November 2010 Follow-On Left Bookrunner $92 million March 2010 Co-Lead Arranger & Administrative Agent $300 million January 2012 Lead Arranger & Administrative Agent $255 million June 2011 Lead Arranger & Administrative Agent $125 million April 2006 Preferred Stock Co-Lead Manager $45 million March 2012 Preferred Stock Co-Lead Manager $115 million January 2011 Initial Public Offering Co-Manager $466 million August 2004 Follow-On Co-Lead Manager $302 million September 2010 Follow-On Co-Bookrunner $228 million April 2010 Co-Lead Arranger & Administrative Agent $400 million March 2012 Co-Lead Arranger & Administrative Agent $400 million March 2012 Co-Lead Arranger & Administrative Agent $750 million July 2011 Sr Unsecured Notes Co-Bookrunner $250 million June 2012 Sr Unsecured Notes Co-Bookrunner $400 million March 2011 Follow-On Co-Bookrunner $230 million February 2012 Follow-On Co-Bookrunner $292 million April 2010 Senior Term Loan Co-Documentation Agent $100 million March 2012 Co-Lead Arranger & Syndication Agent $400 million March 2012 Co-Lead Arranger & Syndication Agent $330 million May 2010 Sr Unsecured Notes Co-Lead Manager $200 million February 2012 Equity Research & Trading Support Initial Public Offering Senior Co-Manager $737 million October 2007 Follow-On Left Bookrunner $317 million May 2010 Lead Arranger & Administrative Agent $250 million February 2009 Lead Arranger & Administrative Agent $225 million March 2012 Lead Arranger & Administrative Agent $100 million August 2010 Preferred Stock Co-Manager $65 million January 2012 Preferred Stock Co-Manager $101 million March 2011 Initial Public Offering Co-Manager $238 million August 2004 ATM Sales Agent $50 million March 2012 Follow-On Co-Bookrunner $92 million May 2009 Lead Arranger & Administrative Agent $55 million July 2008 Co-Lead Arranger & Administrative Agent $125 million April 2012 Co-Lead Arranger & Administrative Agent $200 million June 2011 Preferred Stock Co-Manager $33 million March 2012 Equity Research, Trading Support & Global Treasury Management