Honors Theses

Date of Award


Document Type

Undergraduate Thesis



First Advisor

Victoria Dickinson

Relational Format



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.

Included in

Accounting Commons



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