Amreit Sample Contracts

Amreit – The Irreplaceable CornerTM Company (June 4th, 2009)

In connection with the proposed merger, the Company has filed but not yet distributed to shareholders a proxy statement with the Securities and Exchange Commission. The proxy statement distributed to shareholders will contain information about the Company, the proposed merger and related matters. SHAREHOLDERS ARE URGED TO READ THE PROXY STATEMENT CAREFULLY WHEN IT IS AVAILABLE, AS IT WILL CONTAIN IMPORTANT INFORMATION THAT SHAREHOLDERS SHOULD CONSIDER BEFORE MAKING A DECISION ABOUT THE MERGER. In addition to receiving the proxy statement from the Company by mail, shareholders will be able to obtain the proxy statement, as well as other filings containing information about the Company, without charge, from the Securities and Exchange Commission’s website (http://www.sec.gov) or, without charge, from the Company at http://www.amreit.com or by directing such request to AmREIT, 8 Greenway Plaza, Suite 1000, Houston, TX  77046, Attention: Investor Relations.

Amreit – AGREEMENT AND PLAN OF MERGER by and among AmREIT, REITPlus Advisor, Inc. and REITPlus, Inc. Dated as of May 26, 2009 (May 29th, 2009)

THIS AGREEMENT AND PLAN OF MERGER, dated as of May 26, 2009 (the “Agreement”) is by and among AmREIT, a Maryland real estate investment trust (the “Parent”), REITPlus Advisor, Inc., a Delaware corporation (“Parent Advisory”) and REITPlus, Inc. a Maryland corporation (the “Company”). Defined terms not otherwise defined herein shall have the meanings ascribed to them in Annex A.

Amreit – AMENDED AND RESTATED REVOLVING CREDIT AGREEMENT dated effective as of November 21, 2008 by and between AmREIT as Borrower and WELLS FARGO BANK, NATIONAL ASSOCIATION as Lender (March 30th, 2009)

THIS AMENDED AND RESTATED REVOLVING CREDIT AGREEMENT (this “Agreement”) is entered into effective as of November 21, 2008, by and between AmREIT, a Texas Real Estate Investment Trust (“Borrower”) and WELLS FARGO BANK, NATIONAL ASSOCIATION (“Lender”). This Agreement entirely supercedes, amends, restates and replaces that certain Revolving Credit Agreement between Lender and Borrower dated October 30, 2007 (the “Original Agreement”).

Amreit – Dear Shareholder: (December 2nd, 2008)

As announced in our recent communications with you, we have launched Vision 2010, a strategic plan that will allow us to create value for our shareholders by making our platform more efficient (phase one), simplifying our capital structure (phase two) and preparing for growth as the financial crisis that our country is dealing with passes (phase three).  During the past six months we took some difficult but necessary steps to become more efficient by eliminating two inefficient areas of our company.  Through these “phase one” steps we have cut our overhead by 50% and dramatically reduced our need for transactional income.  This has created a more stable company with less volatile earnings and cash flows, allowing us, at this time, to continue paying dividends at historical rates for all share classes.

Amreit – AmREIT (November 5th, 2008)

This Supplemental Financial Information package contains historical information of the Company and is intended to supplement the Company’s Quarterly Report on Form 10-Q for the nine months ended September 30, 2008.  All financial information in this Supplemental Financial Information package is shown in thousands, except for per share data and share information.

Amreit – AmREIT (August 6th, 2008)

This Supplemental Financial Information package contains historical information of the Company and is intended to supplement the Company’s Quarterly Report on Form 10-Q for the six months ended June 30, 2008.  All financial information in this Supplemental Financial Information package is shown in thousands, except for per share data and share information.

Amreit – AMENDMENT NO. 1 TO BYLAWS OF AMREIT (May 7th, 2008)

WHEREAS, pursuant to and in accordance with Article VII of the Bylaws, the Board of Trust Managers of the Company has authorized, approved and adopted this Amendment.

Amreit – Contract (May 7th, 2008)

Consolidated Balance Sheets: March 31, December 31, 2008 2007 -------------- -------------- ASSETS Real estate investments at cost: Land $ 130,598 $ 130,563 Buildings 141,413 141,045 Tenant improvements 10,072 10,105 -------------- -------------- 282,083 281,713 Less accumulated depreciation and amortization (16,858) (15,626)

Amreit – REVOLVING CREDIT AGREEMENT dated effective as of October 30, 2007 by and between AmREIT as Borrower and WELLS FARGO BANK, NATIONAL ASSOCIATION as Lender (March 27th, 2008)

THIS REVOLVING CREDIT AGREEMENT (this "Agreement") is entered into effective as of October 30, 2007, by and between AmREIT, a Texas Real Estate Investment Trust ("Borrower") and WELLS FARGO BANK, NATIONAL ASSOCIATION ("Lender").  This Agreement entirely supercedes and replaces that certain Revolving Credit Agreement between Lender and Borrower dated September 4, 2003.

Amreit – Contract (March 12th, 2008)

December 31, December 31, 2007 2006 -------------- ------------- ASSETS Real estate investments at cost: Land $ 130,563 $ 124,751 Buildings 141,045 140,487 Tenant improvements 10,105 9,296 ----------------------------- 281,713 274,534 Less accumulated depreciation and amortization (15,626) (10,628) -------------- -------------

Amreit – Contract (November 7th, 2007)

September 30, December 31, 2007 2006 ------------------ ------------------- ASSETS (unaudited) Real estate investments at cost: Land $ 129,497 $ 124,751 Buildings 140,277 140,487 Tenant improvements 9,971 9,296 -------------------------------------- 279,745 274,534 Less accumulated depreciation and amortization

Amreit – [AmREIT Logo] FOR IMMEDIATE RELEASE FOR INFORMATION CONTACT: Chad C. Braun (cbraun@amreit.com) AmREIT, (713) 850-1400 AmREIT REPORTS SECOND QUARTER RESULTS HOUSTON, August 7, 2007 - AmREIT (AMEX:AMY), a Houston-based real estate development and operating company that has elected to be taxed as a real estate investment trust, today announced financial results for the second quarter ended June 30, 2007. Second Quarter and Year-to-Date Highlights: Corporate o Funds from Operations available to class A common shareholders (FFO) for the second quarter 2007 were $380,000, or $0.06 per share, which e (August 8th, 2007)

Three Months Ended Six Months Ended June 30, June 30, Revenues: 2007 2006 2007 2006 -------- -------- -------- -------- Rental income from operating leases $ 7,733 $ 7,487 $ 14,815 $ 13,460 Earned income from direct financing leases 508 508 1,015 1,015 Real estate fee income 160 -- 854 751 Real estate fee income - related party 349 910 1,062 1,677 Construction revenues 695 319

Amreit – Contract (August 8th, 2007)

June 30, December 31, 2007 2006 ------------ ------------ ASSETS (unaudited) Real estate investments at cost: Land $ 133,249 $ 124,751 Buildings 139,378 140,487 Tenant improvements 9,729 9,296 ------------ ------------

Amreit – Contract (May 9th, 2007)

March 31, December 31, 2007 2006 ------------ ------------ (unaudited) ASSETS Real estate investments at cost: Land $ 133,345 $ 124,751 Buildings 140,360 140,487 Tenant improvements 9,409 9,296 ------------ ------------ 283,114 274,53

Amreit – AmREIT Reports First Quarter Results HOUSTON, May 8 /PRNewswire-FirstCall/ -- AmREIT (Amex: AMY), a Houston- based real estate development and operating company that has elected to be taxed as a real estate investment trust, today announced financial results for the first quarter ended March 31, 2007. First Quarter Highlights: Corporate -- Funds from Operations available to class A common shareholders (FFO) for the first quarter 2007 were $258,000, or $0.04 per share which was in the top half of first quarter guidance, compared with first quarter 2006 FFO of $391,000, or $0.06 per share; -- Ne (May 9th, 2007)
Amreit – EXECUTIVE EMPLOYMENT AGREEMENT (April 2nd, 2007)

This Employment Agreement (“Agreement”) is entered into this 19th day of February, 2007, by and between Preston Cunningham (“Executive”) and AmREIT (the “Company”).

Amreit – EXECUTIVE EMPLOYMENT AGREEMENT (April 2nd, 2007)

This Employment Agreement (“Agreement”) is entered into this 19th day of February, 2007, by and between Chad C. Braun (“Executive”) and AmREIT (the “Company”).

Amreit – EXECUTIVE EMPLOYMENT AGREEMENT (April 2nd, 2007)

This Employment Agreement (“Agreement”) is entered into this 19th day of February, 2007, by and between H. Kerr Taylor (“Executive”) and AmREIT (the “Company”).

Amreit – EXECUTIVE EMPLOYMENT AGREEMENT (April 2nd, 2007)

This Employment Agreement (“Agreement”) is entered into this 19th day of February, 2007, by and between David Thailing (“Executive”) and AmREIT (the “Company”).

Amreit – EXECUTIVE EMPLOYMENT AGREEMENT (April 2nd, 2007)

This Employment Agreement (“Agreement”) is entered into this 19th day of February, 2007, by and between Tenel H. Tayar (“Executive”) and AmREIT (the “Company”).

Amreit – Corporate Profile 1 Consolidated Balance Sheets 2 Consolidated Statements of Operations 3 Consolidated Statements of Operations - Segments 4 - 7 Summary of Operating Results Funds From Operations 8 Dividends – All Classes of Common Shares 8 Rental Income 9 Real Estate Revenue Allocation 9 Discontinued Operations 10 Interest Expense 10 Summary Balance Sheet Information Common Share Data 11 Capitalization 11 Net Asset Valuation 11 Debt Information Outstanding Balances and Terms 12 - 13 Fixed vs. Variable Rate Debt 13 Property & Tenant Information Property Table 14 - 15 Tenant Diversification 16 (March 14th, 2007)

This Supplemental Financial Information package contains historical information of the Company and is intended to supplement the Company’s Annual Report on Form 10-K for the twelve months ended December 31, 2006.  All financial information in this Supplemental Financial Information package is shown in thousands, except for per share data and share information.

Amreit – Operator: Greetings ladies and gentlemen, and welcome to the AmREIT Third Quarter Earnings Conference Call and Webcast. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. [Operator Instructions]. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host Mr. Tripp Sullivan, of Corporate Communications. Thank you. Mr. Sullivan, you may begin. Tripp Sullivan, Corporate Communications Thank you, Faraz [ph] and good morning everyone. Thank you for joining us today to discuss AmREIT’s (November 8th, 2006)
Amreit – Corporate Profile 1 Consolidated Balance Sheets 2 Consolidated Statements of Operations 3 Consolidated Statements of Operations - Segments 4 - 7 Summary of Operating Results Funds From Operations 8 Dividends – All Classes of Common Shares 8 Rental Income 9 Real Estate Revenue Allocation 9 Discontinued Operations 10 Interest Expense 10 Summary Balance Sheet Information Common Share Data 11 Capitalization 11 Debt Information Outstanding Balances and Terms 12 - 13 Fixed vs. Variable Rate Debt 13 Property & Tenant Information Property Table 13 - 14 Tenant Diversification 15 Leasing Activity Report (November 7th, 2006)

This Supplemental Financial Information package contains historical information of the Company and is intended to supplement the Company’s Quarterly Report on Form 10-Q for the three and nine months ended September 30, 2006.  All financial information in this Supplemental Financial Information package is shown in thousands, except for per share data and share information.

Amreit – EXECUTIVE EMPLOYMENT AGREEMENT (November 3rd, 2006)

This Employment Agreement (“Agreement”) is entered into this 1st day of November, 2006, by and between Chad C. Braun (“Executive”) and AmREIT (the “Company”).

Amreit – EXECUTIVE EMPLOYMENT AGREEMENT (November 3rd, 2006)

This Employment Agreement (“Agreement”) is entered into this 1st day of November, 2006, by and between H. Kerr Taylor (“Executive”) and AmREIT (the “Company”).

Amreit – EXECUTIVE EMPLOYMENT AGREEMENT (November 3rd, 2006)

This Employment Agreement (“Agreement”) is entered into this 1st day of November, 2006, by and between Tenel H. Tayar (“Executive”) and AmREIT (the “Company”).

Amreit – Link to searchable text of Slide Shown above (August 8th, 2006)

In addition to historical information, this presentation contains forward-looking statements under the federal securities law. These statements are based on current expectations, estimates and projections about the industry and markets in which AmREIT operates, and beliefs and assumptions made by management. Past performance is not indicative of future returns. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. The estimated 2006 amounts included herein are based solely on management’s 2006 forecast and do not represent historical results of operations or financial condition.

Amreit – Corporate Profile 1 Consolidated Balance Sheets 2 Consolidated Statements of Operations 3 Consolidated Statements of Operations - Segments 4 - 7 Summary of Operating Results Funds From Operations 8 Dividends – All Classes of Common Shares 8 Rental Income 9 Real Estate Revenue Allocation 9 Discontinued Operations 10 Interest Expense 10 Summary Balance Sheet Information Common Share Data 11 Capitalization 11 Debt Information Outstanding Balances and Terms 12 - 13 Fixed vs. Variable Rate Debt 13 Property & Tenant Information Property Table 14 - 15 Tenant Diversification 16 Leasing Activity Report (August 8th, 2006)

This Supplemental Financial Information package contains historical information of the Company and is intended to supplement the Company’s Quarterly Report on Form 10-Q for the three and six months ended June 30, 2006.  All financial information in this Supplemental Financial Information package is shown in thousands, except for per share data and share information.

Amreit – Link to searchable text of Slide Shown above (May 4th, 2006)

In addition to historical information, this presentation contains forward-looking statements under the federal securities law. These statements are based on current expectations, estimates and projections about the industry and markets in which AmREIT operates, and beliefs and assumptions made by management. Past performance is not indicative of future returns. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. The estimated 2006 amounts included herein are based solely on management’s 2006 forecast and do not represent historical results of operations or financial condition.

Amreit – Corporate Profile 1 Consolidated Balance Sheets 2 Consolidated Statements of Operations 3 Consolidated Statements of Operations - Segments 4 - 5 Summary of Operating Results Funds From Operations 6 Dividends – All Classes of Common Shares 6 Rental Income 7 Real Estate Revenue Allocation 7 Discontinued Operations 8 Interest Expense 8 Summary Balance Sheet Information Common Share Data 9 Capitalization 9 Debt Information Outstanding Balances and Terms 10 - 11 Fixed vs. Variable Rate Debt 11 Property & Tenant Information Property Table 12 - 13 Tenant Diversification 14 Leasing Activity Report 14 (May 4th, 2006)

This Supplemental Financial Information package contains historical information of the Company and is intended to supplement the Company’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2006.  All financial information in this Supplemental Financial Information package is shown in thousands, except for per share data and share information.

Amreit – EIGHTH MODIFICATION AGREEMENT (Unsecured Loan) (April 3rd, 2006)

THIS EIGHTH MODIFICATION AGREEMENT (“Agreement”), dated November 18, 2005 but effective as of November 4, 2005, is entered into by and between WELLS FARGO BANK, NATIONAL ASSOCIATION (“Lender”), and AmREIT, a Texas Real Estate Investment Trust (“Borrower”).

Amreit – Contract (March 16th, 2006)

DECEMBER 31, DECEMBER 31, 2005 2004 ------------ ------------ ASSETS Real estate investments at cost Land $ 112,784 $ 68,138 Building 127,094 88,211 Tenant improvements 7,366 4,243 ------------ ------------ 247,244 160,592 Less accumulated depreciation and amortization (5,493) (3,561) ------------ ------------

Amreit – Purchase and Sale Agreement (December 13th, 2005)

This Purchase and Sale Agreement (this “Agreement”) is made as of the Effective Date (defined below) by and between MIDLAND REAL ESTATE COMPANY, L.P. (“Seller”), and AmREIT REALTY INVESTMENT CORPORATION (“Buyer”). Buyer and Seller are each a “Party” and referred to herein collectively as the “Parties”.

Amreit – AmREIT ANNOUNCES PORTFOLIO TRANSACTIONS, MERCHANT DEVELOPMENT ACTIVITY AND REAFFIRMS 2005 GUIDANCE (December 8th, 2005)

HOUSTON, December 7, 2005 – AmREIT (AMEX: AMY), a Houston-based real estate investment trust, announced today the sale of eight single-tenant non-core properties for $14.7 million. In addition, AmREIT’s merchant development subsidiary completed the sale of two single-tenant retail properties for a total of approximately $5 million.  Management reaffirms 2005 Funds From Operation (FFO) guidance of $0.68 to $0.72 per share.

Amreit – Corporate Profile 1 Consolidated Balance Sheets 2 Consolidated Statements of Operations 3 - 4 Consolidated Statements of Operations - Segments 5 - 6 Summary of Operating Results Funds From Operations 7 Dividends – All Classes of Common Shares 7 Rental Income 8 Real Estate Revenue Allocation 8 Discontinued Operations 9 Interest Expense 9 Summary Balance Sheet Information Common Share Data 10 Capitalization 10 Debt Information Outstanding Balances and Terms 11 - 12 Fixed vs. Variable Rate Debt 12 Property & Tenant Information Property Table 13 - 14 Tenant Diversification 15 Leasing Activity Repo (October 27th, 2005)

This Supplemental Financial Information package contains historical information of the Company and is intended to supplement the Company’s Annual Report on Form 10-K for the year ended December 31, 2004, and its unaudited quarterly financial statements as of and for the period ended September 30, 2005.  All financial information in this Supplemental Financial Information package is shown in thousands, except for per share data and share information.