environment
• Move-outs for home purchases vs. long term average
• Consolidation/privatizations
Figure .39. AVB's :',016 results preview
AV8 3015 2018 3010 2018
Brings Actor Aetrr Aetusl DBe Cons ... consensus estimates are based on ThomsonReuters compiled data as of 1W 4/16
Based on AVB's full year gu dance p ovided on 7/25, the implied SS revenue growth ... England (job growth fell below expectations in 1H; increase in
concessions)
• Leasing progress at AVB's Willoughby SquarefAVA DoBro, Northstation, and West Hollywood development
projects and an update on overall
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01388595.pdf
EFTA02101572Set 10
2014-07-239p2,236w
BIIB,BA,CHKP,DAL,DOW,EMC,FCX,GD,NSC,NOC,PEP reports preopen•"
***T,AVB,CA,CTXS,CCIETFC,FFIV,FS,FLS,GILD,ILMN,C)COM,TRIP #'s post close***
EFTA ... SEIC, SLGN, SCL, MDCO, TUP, UTL, YDKN
Reporting Post-Close: AIZ, T, AVB, CA, CTXS, CCI, ETFC, EFX, FFIV, FB, FLS, GILD, ILMN, MAC,
NXPI, ORLY, QCOM, TMK, TSCO, TRIP
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02101572.pdf
EFTA02153650Set 10
2012-11-296p1,638w
dividend — LZB reinstates div, revs light — GENE names ceo
Secondaries (announced/priced): PGNX, GNRC, TTS, AVB, EQR
IPO's: N/A
Key Research: Barcap initiates DCIX/TEU/KSU (ew's) and WX (ow) & upgrades
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02153650.pdf
EFTA02149039Set 10
2013-01-308p1,848w
SAIA, SEIC, SLAB, SMED, SPILL, STBZ, TCB, UTL, VLY,
WRLD
Reporting Post-Close: AMP, AVB, COP, CTXS, EA, FB, JDSU, MUR, O1, QCOM, AFOP, ALGN,
ALGT, AMCC, AOSL, ATW, AVNW
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02149039.pdf
EFTA00309510Set 9
2018-12-043p310w
allots ta %Rohr Tatopennevere
Effluent
nig
. Reed,: Datanime
ad by. Received by d avb
eni,rire
a-eilq f
EFTA00309511
OCEAN SYSTEMS LABORATORY,INC.
6194 ESTATE FRYDENHOJ,ST. THOMAS
,U.S.V.I
https://www.justice.gov/epstein/files/DataSet%209/EFTA00309510.pdf
EFTA00410573Set 9
2012-06-265p1,759w
Transportation (Chicago)
Analyst/Investor Days: DG, NTAP, BMO, BDN
Non-Deal Roadshows: AERL, AGO, AVB, B, BBG, BMY, BRY, CTSH, CXPO, DELL, EXAS, FAST, ICUI,
INXN, IPXL
https://www.justice.gov/epstein/files/DataSet%209/EFTA00410573.pdf
EFTA02339269Set 11
2016-11-115p1,367w
lj.hS44U4C4cOyRhri D ,*EgW40-u-f?a90iFfidP- iiQv if e
8p;2. -aVB"e4 (1- 47(r,) O.G. 112r2!* u- *Ljn ORKIM,
1 q%14145NrOCjj*i bo?EM*TOIV1 44.z.csJPSEB,, ¢(HHP.ECe
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02339269.pdf
EFTA01121630Set 9
2013-11-2215p10,820w
AVB 1,250 Avalonbay Communities Inc USD Financial 3.17% ($162,500) $166,153 29-Nov-12 130.60 132.92 $3,653
2-Feb-12 AVG 1,800 Avg Technologies USD Technology
https://www.justice.gov/epstein/files/DataSet%209/EFTA01121630.pdf
EFTA00388343Set 9
2013-06-267p2,067w
Opco Consumer (Boston), CIBC High Yield (Calgary), GHS 100 Energy Conference (Chicago)
Analyst/Investor Days: AVB, CSCO, PRXL, MCK, HRL, LODE
Non-Deal Roadshows: BPL, BSTC, CKP, COO, COR, CORE, CPST
https://www.justice.gov/epstein/files/DataSet%209/EFTA00388343.pdf