Strategic Planning in Real Estate Investment Trust

Author

Xinyi Long, University of Mississippi. Sally McDonnell Barksdale Honors College

Date of Award

2015

Document Type

Undergraduate Thesis

Department

Accountancy

First Advisor

Victoria Dickinson

Relational Format

Dissertation/Thesis

Abstract

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.

Recommended Citation

Long, Xinyi, "Strategic Planning in Real Estate Investment Trust" (2015). Honors Theses. 965.
https://egrove.olemiss.edu/hon_thesis/965

Accessibility Status

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