Deal Timeline

Plotted by close date where disclosed, otherwise announcement. Select any marker to jump to the deal entry.

The Acquisition Playbook.

Three patterns run through Camden Property Trust's acquisitions — what it looks for, how it pays, and how it folds in what it buys.

01
Acquisition criteria
Consolidation of other public apartment REITs via all-stock mergers.
All three of Camden's corporate deals - Paragon Group (1997), Oasis Residential (1998) and Summit Properties (2005) - combined a publicly traded multifamily REIT into a wholly owned Camden subsidiary, using share (and in one case share-or-cash) consideration rather than acquiring an operating platform in a different business line.
Summit Properties Inc.Oasis ResidentialParagon Group
02
Capital deployment
Geographic market expansion through the target's footprint.
Each merger extended Camden's map: Paragon added national apartment scale, Oasis brought Western markets (Las Vegas, Denver and Southern California), and Summit added Mid-Atlantic and Southeast markets including Washington, D.C., Southeast Florida, Atlanta, Raleigh and Charlotte, with Charlotte the only market shared with Camden at the time.
Summit Properties Inc.Oasis ResidentialParagon Group
03
Integration approach
Growth otherwise comes from property acquisitions, not companies.
As a REIT, Camden continuously buys individual apartment communities, land and property portfolios; those are asset acquisitions (allocated to real estate, not accounted for as business combinations) and are excluded here, leaving corporate M&A limited to the three REIT mergers.
Summit Properties Inc.Oasis ResidentialParagon Group

The Full Deal Book

3 acquisitions — each with the deal value, financing structure, target revenue, and executive commentary where disclosed.

01 Summit Properties Inc. · Charlotte, North Carolina, USA (core markets: Washington, D.C., Southeast Florida, Atlanta, Raleigh and Charlotte) $1.9B
Announced Oct 2004 Closed Feb 2005 Cash-or-stock election merger. Summit Properties Inc. merged with and into Camden Summit, Inc.
Class-A apartment communities across WashingtonD.CSoutheast FloridaAtlantaRaleigh and Charlotteplus Summit's operating partnership and development pipeline

Camden combined with Summit Properties, a publicly traded apartment REIT, merging Summit into a wholly owned Camden subsidiary. The transaction extended Camden's platform into Summit's core Mid-Atlantic and Southeast markets and created what the companies described as the fifth-largest publicly traded U.S. multifamily company. Camden also indicated it would form a joint venture holding roughly $450 million to $500 million of multifamily properties, retaining a minority interest and management, to help fund the cash portion of the merger. Total transaction value of approximately $1.9 billion including assumed Summit debt, or about $31.37 per Summit share based on Camden's October 1, 2004 closing price. Summit stockholders could elect $31.20 in cash or 0.6687 of a Camden common share per share, with aggregate cash reallocated to roughly $434.4 million; at closing Camden issued about 11.8 million common shares and paid approximately $436.3 million in cash to former Summit stockholders.

Why it was attractive
  • Summit's five core markets - Washington
  • D.C
  • Southeast Florida
  • Atlanta
  • Raleigh and Charlotte - were projected to rank among the top employment-growth markets
  • and only Charlotte overlapped with Camden
  • giving Camden a largely complementary
  • high-growth apartment footprint
This strategic merger takes both Camden and Summit to the next level in size and potential. This merger creates the fifth largest multifamily public company in the U.S. with a $5.7 billion total market capitalization and a $2.9 billion equity market cap.Richard J. Campo — Chairman and CEO, Camden Property Trust
This is good news for our stockholders and our Associates. Our stockholders will receive a premium over the current share price as well as a 26% increase in annual dividends for those electing Camden shares in the merger.Steve LeBlanc — CEO, Summit Properties
Post-close · earnings-call commentary

Camden indicated it would contribute roughly $450 million to $500 million of multifamily properties into a joint venture (retaining a minority interest and continuing to manage them) or sell them to third parties, using proceeds to fund the cash portion of the merger consideration.

02 Oasis Residential, Inc. · Las Vegas, Nevada, USA (markets: Las Vegas, Denver and Southern California) $846.5M
Announced Dec 1997 Closed Apr 1998 Stock-for-stock merger. Oasis Residential, Inc. merged with and into Camden Subsidiary II, Inc., a wholly owned Delaware subsidiary of Camden, with Oasis common shares exchanged at a 0.759 ratio for Camden common shares and Oasis Series A preferred exchanged one-for-one for a comparable Camden preferred share.
Operating and development platform for multifamily apartment communities across Las VegasDenver and Southern Californiacomprising interests in 52 completed properties plus one under construction at year-end 1997

Camden acquired Oasis Residential, a Las Vegas-based multifamily REIT that operated and developed apartment communities in Las Vegas, Denver and Southern California, in an all-stock merger. As of December 31, 1997 Oasis owned interests in 52 completed multifamily properties plus one under construction, giving Camden an established Western U.S. footprint. All-stock merger; transaction value not separately disclosed. Each Oasis common share converted into 0.759 of a Camden common share and each Oasis Cumulative Convertible Series A Preferred share converted into one comparable Camden Series A preferred share. Camden issued 12,391,796 common shares and 4,165,000 Cumulative Convertible Series A Preferred shares to former Oasis holders. Oasis reported total assets of about $846.5 million at December 31, 1997.

Why it was attractive
  • Oasis brought a ready-made Western U.S. apartment platform - 52 completed communities plus one under construction - in growth markets where Camden had limited presence
  • acquired through a tax-efficient all-stock exchange
Post-close · earnings-call commentary

Before the end of the second quarter of 1998, Camden spun off approximately 5,000 Las Vegas apartment units into a new private entity in which Camden retained a minority interest and continued to provide property-management services.

03 Paragon Group, Inc. · United States (national apartment portfolio) $1.25B
Announced Dec 1996 Closed Apr 1997 Stock-for-stock, tax-free reorganization treated as a purchase for accounting. Paragon Group, Inc. merged with and into Camden Subsidiary, Inc., a wholly owned Camden subsidiary, with each Paragon share converted into 0.64 of a Camden common share
Paragon's apartment portfolio of roughly 16810 units (about 15975 at the merger date after selected sales and lease-ups)broadening Camden's multifamily platform

Camden combined with Paragon Group, a publicly traded apartment REIT, merging Paragon into a wholly owned Camden subsidiary in an all-stock transaction. The deal roughly doubled Camden's unit count to about 36,199 apartment units and made the combined company, at the time, the fourth-largest apartment REIT, with the combined entity headquartered in Houston. All-stock, tax-free merger accounted for as a purchase; transaction value not separately disclosed. Each Paragon common share was exchanged for 0.64 of a Camden common share, an exchange ratio set off Camden's $27.75 and Paragon's $17.75 closing prices on December 4, 1996. The combination united Paragon's interest in about 16,810 apartment units with Camden's 19,389, creating a company with roughly 36,199 units and total assets in excess of $1.25 billion.

Why it was attractive
  • Paragon nearly doubled Camden's apartment unit count and added diversification and scale at a time of REIT consolidation
  • positioning the combined company as the fourth-largest apartment REIT with an expected lower cost of capital
The multifamily sector is undergoing significant consolidation and the larger, better diversified companies should have access to a lower cost of capital which will lead to increased shareholder value. After carefully reviewing all strategic alternatives, Paragon's management believes that a merger with Camden will maximize long-term shareholder value.William Cooper — Paragon Group (who joined Camden's Board of Trust Managers)

More Acquirer Playbooks

See how VectorShift works for your firm

Request Demo