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Capital Structure Theory and REIT Security Offerings

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Author Info
Howe, John S
Shilling, James D
Abstract

In this paper, the authors examine the stock price reactions to announcements of new security offerings b y real estate investment trusts. Real estate investment trusts offer a unique setting in which to study these events because they do not p ay taxes at the firm level. Theory suggests that the net tax gain to corporate borrowing is unambiguously negative for a real estate inves tment trust. Contrary to some recent studies, however, the authors fi nd a positive stock price reaction to debt offerings, while the negat ive equity issuance effect is preserved. Further, empirical evidence lends support to signaling as the explanation for the positive signif icant debt issuance effect. Copyright 1988 by American Finance Association.

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Publisher Info
Article provided by American Finance Association in its journal Journal of Finance.

Volume (Year): 43 (1988)
Issue (Month): 4 (September)
Pages: 983-93
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Handle: RePEc:bla:jfinan:v:43:y:1988:i:4:p:983-93

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  1. James C. Brau & Andrew Holmes, 2006. "Why Do REITs Repurchase Stock? Extricating the Effect of Managerial Signaling in Open Market Share Repurchase Announcements," Journal of Real Estate Research, American Real Estate Society, vol. 28(1), pages 1-24. [Downloadable!]
  2. Michael J. Highfield & Kenneth D. Roskelley & Fang Zhao, 2007. "The Determinants of the Debt Maturity Decision for Real Estate Investment Trusts," Journal of Real Estate Research, American Real Estate Society, vol. 29(2), pages 173-200. [Downloadable!]
  3. Bing Han, 2006. "Insider Ownership and Firm Value: Evidence from Real Estate Investment Trusts," The Journal of Real Estate Finance and Economics, Springer, vol. 32(4), pages 471-493, June. [Downloadable!] (restricted)
  4. Qiang Li & Hua Sun & Seow Ong, 2006. "REIT Splits and Dividend Changes: Tests of Signaling and Information Substitutability," The Journal of Real Estate Finance and Economics, Springer, vol. 33(2), pages 127-150, September. [Downloadable!] (restricted)
  5. James R. Hamill, 1993. "A Note on Taxes and the Capital Structure of Partnerships, REITs, and Related Entities," Journal of Real Estate Research, American Real Estate Society, vol. 8(2), pages 279-286. [Downloadable!]
  6. Mine Ertugrul & Özcan Sezer & C. Sirmans, 2008. "Financial Leverage, CEO Compensation,and Corporate Hedging: Evidence from Real Estate Investment Trusts," The Journal of Real Estate Finance and Economics, Springer, vol. 36(1), pages 53-80, January. [Downloadable!] (restricted)
  7. Willard McIntosh & Dennis T. Officer & Jeffrey A. Born, 1989. "The Wealth Effects of Merger Activities: Further Evidence from Real Estate Investment Trusts," Journal of Real Estate Research, American Real Estate Society, vol. 4(3), pages 141-156. [Downloadable!]
  8. Han, Bing, 2004. "Insider Ownership and Corporate Value: Evidences from Real Estate Investment Trust," Working Paper Series 2004-1, Ohio State University, Charles A. Dice Center for Research in Financial Economics. [Downloadable!]
  9. Benjamas Jirasakuldech & Robert Campbell & John Knight, 2006. "Are There Rational Speculative Bubbles in REITs?," The Journal of Real Estate Finance and Economics, Springer, vol. 32(2), pages 105-127, March. [Downloadable!] (restricted)
  10. James Payne & George Waters, 2007. "Have Equity REITs Experienced Periodically Collapsing Bubbles?," The Journal of Real Estate Finance and Economics, Springer, vol. 34(2), pages 207-224, February. [Downloadable!] (restricted)
  11. Joseph L. Pagliari, Jr. & James R. Webb, 1995. "A Fundamental Examination of Securitized and Unsecuritized Real Estate," Journal of Real Estate Research, American Real Estate Society, vol. 10(4), pages 381-426. [Downloadable!]
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