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September 29, 1997 01:00 AM

DIRECTORY OF REAL ESTATE ADVISORS

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    AEW Capital Management

    225 Franklin St., Boston, Mass. 02110; phone: (617) 261-9000; fax: (617) 261-9555

    ($ millions)

    Tax-exempt real estate assets 5,790

    Equity 4,279

    REITs 390

    Hybrid debt 426

    Mortgages 408

    Commercial mortgage-backeds 287

    Commingled or pooled funds

    Equity 1,739

    REITs 107

    Commercial mortgage-backeds 287

    Direct, separate accounts

    Equity 2,532

    REITs 283

    Hybrid debt 426

    Mortgages 408

    Co-investments

    Equity 8

    Total real estate assets 6,542

    Equity 4,994

    REITs 392

    Hybrid debt 431

    Mortgages 408

    Commercial mortgage-backeds 317

    As of June 30, AEW Capital Management L.P. had $5.79 billion in U.S. institutional tax-exempt real estate assets, of which $3.936 billion were in fully discretionary accounts.

    The tax-exempt equity assets had a market value of $4.091 billion as of June 30. Contributions committed but not received were $188 million.

    Of the U.S. tax-exempt assets, 91% were in existing, and 9% in developmental, properties.

    The property mix was 5% hotel/resort, 14% industrial, 15% multifamily housing, 16% office/commercial, 26% retail, 6% timber/agriculture and 18% mixed-use.

    The parent company is New England Investment Cos.

    Thomas H. Nolan Jr. is the chief investment officer; Steven D. Corkin is the client contact.

    AFL-CIO Building

    Investment Trust

    1717 K St. N.W., Washington, D.C. 20006; phone: (202) 331-8055; fax: (202) 331-8190

    ($ millions)

    Tax-exempt real estate assets 566

    Equity 179

    Hybrid debt 138

    Mortgages 249

    Commingled or pooled funds

    Equity 179

    Hybrid debt 138

    Mortgages 249

    Total real estate assets 566

    Equity 179

    Hybrid debt 138

    Mortgages 249

    As of June 30, AFL-CIO Building Investment Trust had $566 million in U.S. institutional tax-exempt real estate assets, all of which were in fully discretionary accounts.

    The tax-exempt equity assets had a market value of $179 million as of June 30.

    Of the U.S. tax-exempt assets, 62% were in existing, and 38% in developmental, properties. The property mix was 5% hotel/resort, 15% industrial, 24% multifamily housing, 35% office/commercial and 21% retail. The geographic mix was 31% West, 23% Midwest, 36% East and 10% South.

    John Black is the chief investment officer; Michael Arnold is the client contact.

    Allegis Realty Investors

    242 Trumbull St., Hartford, Conn. 06103-1205; phone: (860) 275- 3080; fax: (860) 275-4225

    ($ millions)

    Tax-exempt real estate assets 3,769

    Equity 3,737

    Mortgages 32

    Commingled or pooled funds

    Equity 3,065

    Direct, separate accounts

    Equity 672

    Mortgages 32

    Total real estate assets 3,864

    Equity 3,833

    Mortgages 32

    As of June 30, Allegis Realty Investors L.L.C. had $3.769 billion in U.S. institutional tax-exempt real estate assets, of which $3.589 billion were in fully discretionary accounts.

    The tax-exempt equity assets had a market value of $3.737 billion as of June 30.

    Of the U.S. tax-exempt assets, 99% were in existing, and 1% in developmental, properties. The property mix was 6% hotel/resort, 11.1% industrial, 31.7% multifamily housing, 32.2% office/commercial and 19% retail.

    The geographic mix was 37% West, 15% Midwest, 30% East and 18% South.

    James W. O'Keefe is the chief investment officer; Thomas J. Anathan is the client contact.

    AMB Institutional

    Realty Advisors Inc.

    505 Montgomery St., San Francisco, Calif. 94111; phone: (415) 394-9000; fax: (415) 394-9001

    ($ millions)

    Tax-exempt real estate assets 1,857

    Equity 1,857

    Commingled or pooled funds

    Equity 718

    Direct, separate accounts

    Equity 1,139

    Total real estate assets 2,162

    Equity 2,162

    As of June 30, AMB Institutional Realty Advisors Inc. had $1.857 billion in U.S. institutional tax-exempt real estate assets, of which $1.26 billion were in fully discretionary accounts.

    The tax-exempt equity assets had a market value of $1.657 billion as of June 30. Contributions received but not invested were $200 million.

    All of the U.S. tax-exempt assets were in existing properties. The property mix was 67% industrial, 4% office/commercial and 29% retail.

    The geographic mix was 47% West, 19% Midwest, 12% East and 22% South.

    Craig A. Severance is the chief investment officer; Jean C. Hurley is the client contact.

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