Even the profits are bigger in Texas

appleREITsignA local REIT has struck it rich in Texas.

Downtown-based Apple REIT Nine last week sold hundreds of acres of natural gas fields in Fort Worth for $198 million.

The buyer is 111 Realty Investors LP, an entity tied to Texas real estate investor Michael Mallick.

As part of the deal, Apple REIT gets $138.4 million in cash and $60 million in bonds.

The land consists of about 400 acres broken into 110 parcels.

According to past SEC filings, Apple REIT Nine bought the property in Fort Worth in April 2009. It then leased the land to Chesapeake Energy, the natural gas giant that has made headlines of its own lately.

Chesapeake Energy made lease payments on the property to Apple REIT of $15.2 million in 2010 and $11.3 million in 2009.

Apple REIT’s gamble on natural gas seems to have paid off, according to filings. It paid $145 million for the land in 2009, leaving it with a $53 million return in a little more than two years.

Apple REIT said of the deal in an emailed statement to BizSense: “Management is pleased to have completed this transaction for Apple REIT Nine and is currently evaluating the best use of the proceeds from this sale.”

The deal not only leaves Apple REIT with a pile of cash but also helps the company get back to its bread and butter: hotels.

The purchase of the land was the first and only time the REIT ventured outside the domain of buying hotels.

Apple REIT Nine is one of the five funds that are part of the Apple REIT Companies. The funds own hundreds of hotels across the country and has raised billions of dollars from investors.

appleREITsignA local REIT has struck it rich in Texas.

Downtown-based Apple REIT Nine last week sold hundreds of acres of natural gas fields in Fort Worth for $198 million.

The buyer is 111 Realty Investors LP, an entity tied to Texas real estate investor Michael Mallick.

As part of the deal, Apple REIT gets $138.4 million in cash and $60 million in bonds.

The land consists of about 400 acres broken into 110 parcels.

According to past SEC filings, Apple REIT Nine bought the property in Fort Worth in April 2009. It then leased the land to Chesapeake Energy, the natural gas giant that has made headlines of its own lately.

Chesapeake Energy made lease payments on the property to Apple REIT of $15.2 million in 2010 and $11.3 million in 2009.

Apple REIT’s gamble on natural gas seems to have paid off, according to filings. It paid $145 million for the land in 2009, leaving it with a $53 million return in a little more than two years.

Apple REIT said of the deal in an emailed statement to BizSense: “Management is pleased to have completed this transaction for Apple REIT Nine and is currently evaluating the best use of the proceeds from this sale.”

The deal not only leaves Apple REIT with a pile of cash but also helps the company get back to its bread and butter: hotels.

The purchase of the land was the first and only time the REIT ventured outside the domain of buying hotels.

Apple REIT Nine is one of the five funds that are part of the Apple REIT Companies. The funds own hundreds of hotels across the country and has raised billions of dollars from investors.

This story is for our paid subscribers only. Please become one of the thousands of BizSense Pro readers today!

Your subscription has expired. Renew now by choosing a subscription below!

For more informaiton, head over to your profile.

Profile


SUBSCRIBE NOW

 — 

 — 

 — 

TERMS OF SERVICE:

ALL MEMBERSHIPS RENEW AUTOMATICALLY. YOU WILL BE CHARGED FOR A 1 YEAR MEMBERSHIP RENEWAL AT THE RATE IN EFFECT AT THAT TIME UNLESS YOU CANCEL YOUR MEMBERSHIP BY LOGGING IN OR BY CONTACTING [email protected].

ALL CHARGES FOR MONTHLY OR ANNUAL MEMBERSHIPS ARE NONREFUNDABLE.

EACH MEMBERSHIP WILL ONLY FUNCTION ON UP TO 3 MACHINES. ACCOUNTS ABUSING THAT LIMIT WILL BE DISCONTINUED.

FOR ASSISTANCE WITH YOUR MEMBERSHIP PLEASE EMAIL [email protected]




Return to Homepage

POSTED IN Uncategorized

Editor's Picks

Subscribe
Notify of
guest

6 Comments
oldest
newest most voted
Inline Feedbacks
View all comments
REITwrecks
REITwrecks
12 years ago

I have to hand it to Glade Knight and David Lerner. Over $50 million in profit in just over two years for the shareholders! I’m impressed. Great job guys!!

allen
allen
12 years ago
Reply to  REITwrecks

why do the shareholders have to wait 3 “years” to disburse the profits? give it to us now!

Dennis LiCalsi
Dennis LiCalsi
12 years ago

That was very satisfling news in reference to THE APPLE NINE REIT, I would say my broker kept me informed of the developments of the sale and I think David Lerner did a great job.
Thank You

Kevin Ibert
Kevin Ibert
12 years ago

Great Job I hope we get the fruits of our investments from Apple ( soon GREAT Job Again THEKEV

Frank Delgado
Frank Delgado
12 years ago

Unfortunately, the deal is not as successful as it looks. The payments on the bonds will not commence for a time, and there is no way this a “$53 million return.”

S Dowling
S Dowling
12 years ago

I agree with Frank as an owner of Apple Reit 9. Bought for $145mil, sold for $138.4mil is a loss of $6.6mil . A lease profit of $26.5 equals means a gain of nearly $20mil. which I roughly calculate to mean that Apple made less then what they paid back to investors. What the $60 mil in bonds is remains a mystery to me.