|Bricks and Mortar Portfolio
A Look at How Nicholas Yulico's Picks Have Performed
|Rating Date||Price at Rating||Rating||Current Price*||Total Return**||Year-End '07 Price||2008 YTD Return|
|Brookfield Properties (BPO)||1/23/2007||28.67||Own||19.66||-31.4%||19.25||2.1%|
|Global Real Estate ETF (RWX)||1/23/2007||64.00||Own||48.06||-24.9%||56.95||-15.6%|
|Penn National (PENN)||2/6/2007||45.56||Own||28.75||-36.9%||59.55||-51.7%|
|Melco Crown (MPEL)||3/12/2007||15.46||Own||7.98||-48.4%||11.56||-31.0%|
|Starwood Hotels (HOT)||7/12/2007||72.37||Own||39.82||-45.0%||44.03||-9.6%|
|Home Depot (HD)||1/30/2008||29.71||Own||25.03||-15.8%||-15.8%|
|Pulte Homes (PHM)||1/31/2008||16.35||Flag||12.81||21.7%||21.7%|
|Boyd Gaming (BYD)||6/27/2008||12.72||Own||11.14||-12.4%||-12.4%|
|Perini Corp. (PCR)||6/27/2008||33.42||Flag||29.79||10.9%||10.9%|
|Average Total Portfolio Return, Unweighted, (including closed ratings)||8.8%||-3.9%|
|Closed Ratings||Rating Date||Price at Rating||Rating||Closing Price***||Return**|
|Home Solutions of America (HSOA)||4/24/2007||4.98||Flag||1.06||78.7%|
|Standard Pacific (SPF)||10/26/2007||5.25||Flag||2.20||58.1%||3.35||34.3%|
|Close At Start of Portfolio||Current Value*|
|U.S. MSCI REIT Index||1140.36||877.11||-23.1%||870.64||0.7%|
|*(7/23/08 closing prices)
**For "flagged" stocks, a drop in price is tracked as a positive for the portfolio, and a rise in price is a negative.
***Hilton closed out of portfolio on 10/26/07 because Blackstone Group completed purchase of firm.
HSOA closed out of portfolio on 12/26/07 at day's closing price
SPF closed out of portfolio on 1/11/08 at day's closing price
TRMP closed out of portfolio on 5/29/08 at day's closing price
Crunch Time at Ryland, Pulte Homes
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