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October 18, 1999 01:00 AM

(I-L) REAL ESTATE

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    INVESCO Realty Advisors

    5400 LBJ Freeway, Suite 700,

    Dallas, TX 75240; phone: (972) 715-7400; fax: (972) 715-7474; www.invesco.com

    ($ millions)

    Tax-exempt real estate assets 4,165

    Equity 3,387

    REITs 691

    Mortgages 87

    Fully discretionary assets 3,318

    Tax-exempt equity assets: 3,387

    Market value 2,719

    Contributions committed but not received 668

    Commingled or pooled funds

    REITs 108

    Direct, separate accounts

    Equity 3,160

    REITs 583

    Mortgages 87

    Co-investments

    Equity 227

    Property mix:

    Existing 96.7%

    Developmental 3.3%

    Property type:

    Industrial 21.4%

    Multifamily housing 36.6%

    Office/commercial 25.0%

    Retail 17.0%

    Geographic mix:

    West 28.0%

    Midwest 14.4%

    East 15.1%

    South 42.5%

    Total real estate assets 4,546

    Equity 3,505

    REITs 954

    Mortgages 87

    Parent company: AMVESCAP PLC

    Chief investment officer: Scott Dennis

    Client contact: Max Swango

    Kennedy Associates Real

    Estate Counsel Inc.

    1215 Fourth Ave., 2400 Financial Center; Seattle, WA 98161; phone: (206) 623-4739; fax: (206) 682-4769; www.kennedyusa.com

    ($ millions)

    Tax-exempt real estate assets 3,151

    Equity 2,982

    Hybrid debt 32

    Mortgages 137

    Fully discretionary assets 2,424

    Tax-exempt equity assets: 2,982

    Market value 2,893

    Contributions committed but not received 89

    Commingled or pooled funds

    Equity 2,172

    Mortgages 44

    Direct, separate accounts

    Equity 810

    Hybrid debt 32

    Mortgages 93

    Property mix:

    Existing 59%

    Developmental 41%

    Property type:

    Hotel/resort 1%

    Industrial 32%

    Multifamily housing 6%

    Office/commercial 53%

    Retail 8%

    Geographic mix:

    West 41%

    Midwest 23%

    East 18%

    South 18%

    Total real estate assets 3,151

    Equity 2,982

    Hybrid debt 32

    Mortgages 137

    Chief investment officer: Jim C. Snyder

    Client contact: Ronald D. Roberts

    Koll Bren Realty Advisors

    4343 Von Karman Ave., Newport Beach, CA 92660; phone: (949) 833-1773; fax: (949) 252-0243

    ($ millions)

    Tax-exempt real estate assets 1,755

    Equity 1,658

    Mortgages 21

    Commercial mortgage-backeds 76

    Fully discretionary assets 1,100

    Tax-exempt equity assets: 1,658

    Market value 1,658

    Commingled or pooled funds

    Equity 734

    Mortgages 10

    Direct, separate accounts

    Equity 924

    Mortgages 11

    Commercial mortgage-backeds 76

    Property mix:

    Existing 96%

    Developmental 4%

    Property type:

    Industrial 4.4%

    Multifamily housing 0.8%

    Office/commercial 82.2%

    Retail 10.3%

    Land 2.3%

    Geographic mix:

    West 30%

    Midwest 22%

    East 16%

    South 32%

    Total real estate assets 1,755

    Equity 1,658

    Mortgages 21

    Commercial mortgage-backeds 76

    Chief investment officers/client contacts: Charles J. Schreiber Jr. and David J. Zak

    L&B Realty Advisors Inc.

    8750 N. Central Expressway, Suite 800, Dallas, TX 75231; phone: (214) 989-0800; fax: (214) 989-0700; www.lbrealty.com

    ($ millions)

    Tax-exempt real estate assets 2,703

    Equity 2,639

    Hybrid debt 46

    Mortgages 18

    Fully discretionary assets 1,428

    Tax-exempt equity assets: 2,639

    Market value 2,491

    Contributions received but not invested 148

    Commingled or pooled funds

    Equity 923

    Direct, separate accounts

    Equity 1,072

    Mortgages 18

    Co-investments

    Equity 644

    Hybrid debt 46

    Property mix:

    Existing 100%

    Property type:

    Industrial 4.8%

    Multifamily housing 16.7%

    Office/commercial 34.3%

    Retail 44.2%

    Geographic mix:

    West 16.7%

    Midwest 4.9%

    East 51.4%

    South 27.0%

    Total real estate assets 2,703

    Equity 2,639

    Hybrid debt 46

    Mortgages 18

    Parent company: United Asset Management

    Chief investment officer: Daniel L. Plumlee

    Client contact: Victoria W. Grissom

    LaSalle Investment

    Management Inc.

    200 E. Randolph, Chicago, IL 60601; phone: (312) 782-5800; fax: (312) 782-4339; www.joneslanglasalle.com

    ($ millions)

    Tax-exempt real estate assets 5,578

    Equity 3,010

    REITs 2,324

    Mortgages 244

    Fully discretionary assets 3,581

    Tax-exempt equity assets: 3,010

    Market value 3,010

    Commingled or pooled funds

    Equity 301

    Direct, separate accounts

    Equity 2,709

    REITs 2,324

    Mortgages 244

    Property mix:

    Existing 100%

    Property type:

    Hotel/resort 5%

    Industrial 18%

    Multifamily housing 3%

    Office/commercial 45%

    Retail 26%

    Single-family housing 1%

    Parking garage 2%

    Geographic mix:

    West 25%

    Midwest 14%

    East 34%

    South 27%

    Total real estate assets 19,392

    Equity 15,330

    REITs 3,413

    Mortgages 649

    Parent company: Jones Lang LaSalle Inc.

    Client contact: Stephen A. Smith

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