Monday, December 9, 2019

Investment Insights


Class-action settlement is noteworthy because of its size


A proposed settlement resolves claims that American Realty Capital Properties Inc., now called VEREIT, misrepresented its financial performance for fiscal year 2013 and the first two quarters of 2014.


The settlement is noteworthy for its size. According to Cornerstone Research,[1] since 1996, less than 2 percent of securities class action settlements have exceeded $1 billion.  If approved, American Realty Capital Properties (ARCP) will be the tenth largest since the Private Securities Litigation Reform Act was passed.[2]

It’s also noteworthy for the amounts contributed by defendants other than the issuer. ARCP is paying $738.5 million.  The rest – $286.5 million – is coming from AR Capital and others ($225 million); ARCP’s ex-CFO ($12.5 million); and ARCP’s auditors ($49 million).

Finally, the settlement is noteworthy because post-class distribution, it will give a basis for comparing recovery rates to class members and opt-outs.  According to InvestmentNews,[3] last year the REIT paid $175 million to 9 institutional investors – including Vanguard – that had exited the class to pursue their own claims.

Something similar happened in last year’s mega-settlement with Petrobras ($3 billion, #5 on the top 10 list). As here, the company there settled opt-out suits before resolving the class suit.  In both matters, the reduced class size likely enhanced the parties’ ability to reach resolution of the class action and given the outsized recovery, may well result in higher than average payouts to class members.

In any event, assuming the opt-out returns are significantly higher than class member recoveries, the ARCP settlement will further fuel the trend we’re seeing of large investors opting-out of high profile fraud matters.

CLASS DEFINITION
All persons and entities that purchased or otherwise acquired the common stock, preferred stock, or debt securities of American Realty Capital Properties, Inc. or ARC Properties Operating Partnership, LP during the period between February 28, 2013 and October 29, 2014.
IMPORTANT DATES AND DEADLINES
All persons and entities that purchased or otherwise acquired the common stock, preferred stock, or debt securities of American Realty Capital Properties, Inc. or ARC Properties Operating Partnership, LP during the period between February 28, 2013 and October 29, 2014.

  • Final Approval Hearing; January 21, 2020
  • Deadline for Objecting to Settlement: December 31, 2019
  • Claim Filing Deadline: January 23, 2020
  • Exclusion Deadline: If you did not exclude yourself after the Notice of Pendency of Class Action, you are a Class Member and cannot exclude yourself at this point.



Resources:
[1] Cornerstone Research, Securities Class Action Settlements, 2018 Review & Analysis.
[2] Securities Class Action Clearinghouse, Top Ten by Largest Settlement.
[3] Bruce Kelly, Settlements at old Schorsch REIT could cost shareholders $730 million (10/13/2018).


The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of Financial Recovery Technologies nor TEXPERS, and are subject to revision over time.

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