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Transaction Details

Company: Lexington Realty Trust
Ticker:LXP
Yahoo Beta:1.41
Industry:REIT - Diversified

Company Description:  Lexington Realty Trust is a REIT. The trust focuses on industrial and retail properties, and uses net leases, where renters pay their own utilities.

Purchase Date:14 Nov 2012 Sale Date:02 Oct 2013
Purchase Price:$9.18 Sale Price:$11.32
  --Split Adjusted:$9.18  --Split Adjusted:$11.32
Shares Purchased:200 Shares Sold:200
  --Split Adjusted:200  --Split Adjusted:200
Transaction Fee:$9.99 Transaction Fee:$10.03
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$10.25 High$0.00
Date18 Sep 2012 Date01 Jan 1996
Low$7.99 Low$0.00
Date25 Jun 2012 Date01 Jan 1996
S&P (Purchase Date):$1,368.66 S&P (Sale Date):$1,697.87

Purchase
Timing:  We bought a bit above the six month average.
Reason:  LXP is well diversified geographically, by client industry, and by lease expiration. Our analysts believe that the market has not fully accounted for recovery in the commercial real estate market, as well as improvements in the portfolio of properties held by LXP.

Sale
Timing:  0
Reason:  The REIT's book value is decreasing and lack of interest rate increases to drive value up made us decide to sell.

S&P Gain: 24.05 % Annualized Gain: 31.04%
Stock Gain: 23.33 % Annualized Gain: 30.08%

Dividends:$0.00
Net Holding Return ($): $408.28
Net Holding Return (%): 22.12 %