Strategic Planning in Real Estate Investment Trust

Long, Xinyi (2015) Strategic Planning in Real Estate Investment Trust. Undergraduate thesis, under the direction of Victoria Dickinson from School of Accountancy, The University of Mississippi.

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This paper investigates various strategic planning models and then applies the models to the strategic planning process for a Real Estate Investment Trust (REIT). Several strategic models covered in this paper include “Basic” Strategic Planning Model, Issue-Based Strategic Planning Model, Kepner-Tregoe Matrix Model, and the Impact Analysis Model. Next, I discuss the roles of different functional areas within a REIT with respect to strategic planning. After fully analyzing these strategic models and the roles of various functional areas, I choose a REIT (AmREIT, Inc.) and perform a SWOT analysis to identify four issues facing this REIT. These four issues are diversification vs. focus issue, operational issue, capital structure issue, and risk management issue. I provide further analysis for each issue and incorporate the strategic models in the strategic planning process. Lastly, I develop the strategic solutions for each of the issues based on the analysis.

Item Type: Thesis (Undergraduate)
Creators: Long, Xinyi
Student's Degree Program(s): B.Accy. in Accountancy
Thesis Advisor: Victoria Dickinson
Thesis Advisor's Department: School of Accountancy
Institution: The University of Mississippi
Subjects: H Social Sciences > HG Finance
Depositing User: Xinyi Long
Date Deposited: 12 May 2015 17:18
Last Modified: 12 May 2015 17:18

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