EFTA00697577.pdf

From: Richard Kahn To: "jeffrey E." Subject: Fwd: REIT Ideas Date: Thu, 03 Nov 2016 15:57:57 +0000 Attachments: DB - REITs Basket - Nov 2 2016.xlsx; DLR 28 Oct 2016 Research.pdf; CONE 31 Oct 2016 Research.pdf; MPW 2 Nov 2016 Research.pdf; MPW 22 July Research.pdf; Adelante REIT - Profile_Q3_2016.pdf; Deutsche_RE_Securities_-_Factsheets _Q3_2016.pdf; DB- US REIT 3Q16 Eamings_Previews _October_2016.pdf Inline-Images: image001.gif; image002.gif shall i ask Paul B if he likes any of attached names? Richard Kahn HBRK Associates Inc. Begin forwarded message: From: Andrew King ci Subject: REIT Ideas Date: November 3, 2016 at 11:54:11 AM EDT To: Richard Kahn < Cc: Stewart Oldfield < >, Darlene Zong Richard, Following up on our conversation on Tuesday, I've attached a basket of North American REITs that are rated "buy" by our colleagues in Global Markets. We've highlighted several REITs where they are favorable on the sector and have a buy rating, and have attached the most recent reports on each. Please let us know if like us to send reports on any of the other names listed in the basket. Data Centers (page 4 of "US REIT 3Q16 Earnings Preview") • Digital Realty Trust (DLR) • CyrusOne (CONE) Health Care (page 5 of "US REIT 3Q16 Earnings Preview") • Medical Properties Trust (MPW) Additionally, I've attached information on two REIT managers we recommend for diversified exposure to US REITs: SMA: • Adelante Capital Management EFTA00697577  Mutual Fund: • Deutsche Real Estate Securities Fund Please let me know if like to discuss the basket or funds in greater detail. Best regards, Andrew King Andrew King, CFA Vice President I Investment Solutions Group Deutsche Bank Securities Inc. Deutsche Bank Wealth Maria. ement This communication may contain confidential and/or privileged information. If you are not the intended recipient (or have received this communication in error) please notify the sender immediately and destroy this communication. Any unauthorized copying, disclosure or distribution of the material in this communication is strictly forbidden. Deutsche Bank does not render legal or tax advice, and the information contained in this communication should not be regarded as such. EFTA00697578