-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, N9ZlwZcjaFEpcUErDy1IsiAcFiPgwq5vaarbhK/dO7mrSBVMvgr3O5S35w/gLMS4 l3f0hKn+83gA6DdgcjjPGA== 0000950137-97-002837.txt : 19970818 0000950137-97-002837.hdr.sgml : 19970818 ACCESSION NUMBER: 0000950137-97-002837 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 19970815 SROS: NONE GROUP MEMBERS: ANDA PARTNERSHIP GROUP MEMBERS: ANN LURIE GROUP MEMBERS: ANN LURIE REVOCABLE TRUST U/T/A 12/22/89 GROUP MEMBERS: ARTHUR A. GREENBERG GROUP MEMBERS: B/S INVESTMENTS GROUP MEMBERS: EGI HOLDINGS INC. GROUP MEMBERS: EGIL INVESTMENTS, INC. GROUP MEMBERS: FIRST CAPITAL FINANCIAL CORP GROUP MEMBERS: FU ASSOCIATES GROUP MEMBERS: LFT PARTNERSHIP GROUP MEMBERS: LURIE GENERAL PARTNERSHIP, INC. GROUP MEMBERS: MARK SLEZAK GROUP MEMBERS: ROBERT H. AND ANN LURIE TRUST GROUP MEMBERS: SAMSTOCK, LLC GROUP MEMBERS: SAMSTOCK/SZRT, LLC GROUP MEMBERS: SAMSTOCK/ZFT, LLC GROUP MEMBERS: SAMSTOCK/ZGPI, LLC GROUP MEMBERS: SAMUEL ZELL GROUP MEMBERS: SAMUEL ZELL FOUNDATION GROUP MEMBERS: SHELI Z. ROSENBERG GROUP MEMBERS: ZELL SAMUEL SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: EQUITY RESIDENTIAL PROPERTIES TRUST CENTRAL INDEX KEY: 0000906107 STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE INVESTMENT TRUSTS [6798] IRS NUMBER: 363877868 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-42693 FILM NUMBER: 97664971 BUSINESS ADDRESS: STREET 1: TWO N RIVERSIDE PLZ STREET 2: STE 400 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 3124661300 MAIL ADDRESS: STREET 1: TWO N RIVERSIDE PLAZA STREET 2: SUITE 450 CITY: CHICAGO STATE: IL ZIP: 60606 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: ZELL SAMUEL CENTRAL INDEX KEY: 0001024193 STANDARD INDUSTRIAL CLASSIFICATION: [] FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: TWO N RIVERSIDE PLAZA SUITE 600 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 3124540100 MAIL ADDRESS: STREET 1: TWO N RIVERSIDE PLAZA STREET 2: SUITE 600 CITY: CHICAGO STATE: IL ZIP: 60606 SC 13G/A 1 AMEND. NO. 3 TO SC 13G 1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 3)* Equity Residential Properties Trust ------------------------------------------------------------ (NAME OF ISSUER) Common Shares of Beneficial Interest, par value $.01 ------------------------------------------------------------ (TITLE OF CLASS OF SECURITIES) 29476L 10 7 ------------------------------------------------------------ (CUSIP NUMBER) *The remainder of this cover page shall be filled our for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page. The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). Page 1 of 36 2 CUSIP NO. 29476L 10 7 13G PAGE 2 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON FU Associates 36-3928382 - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 135,385 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 135,385 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 135,385 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .18% (.17% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* PN - ------------------------------------------------------------------------------- * SEE INSTRUCTION BEFORE FILLING OUT! 3 CUSIP NO. 29476L 10 7 13G PAGE 3 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON B/S Investments 36-6526147 - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 669 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 669 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 669 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .00% (.00% assuming conversion of all Reporting Person's derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* PN - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 4 CUSIP NO. 29476L 10 7 13G PAGE 4 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Samuel Zell Foundation 36-3487811 - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 30,000 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 30,000 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 30,000 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .04% (.04% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* OO - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 5 CUSIP NO. 29476L 10 7 13G PAGE 5 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Samstock, LLC 36-4156890 - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 1,247,329 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 1,247,329 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,247,329 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 1.6% (1.6% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* OO - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 6 CUSIP NO. 29476L 10 7 13G PAGE 6 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Samstock/SZRT,LLC ###-##-#### - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 200,337 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 200,337 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 200,337 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .27% (.26% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* OO - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 7 CUSIP NO. 29476L 10 7 13G PAGE 7 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Samstock/ZGPI, LLC 36-3716786 - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 111,170 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 111,170 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 111,170 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .15% (.14% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* OO - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 8 CUSIP NO. 29476L 10 7 13G PAGE 8 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Samstock/ZFT, LLC 36-3022976 - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY 302,317 OWNED BY EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 302,317 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 302,317 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .41% (.40% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* OO - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 9 CUSIP NO. 29476L 10 7 13G PAGE 9 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON EGI Holdings Inc. APPLIED FOR - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 537,257 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 537,257 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 537,257 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .72% (.70% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* CO - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 10 CUSIP NO. 29476L 10 7 13G PAGE 10 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Lurie General Partnership, Inc. 36-4003680 - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 12,070 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 12,070 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 12,070 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .02% (.02% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* CO - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 11 CUSIP NO. 29476L 10 7 13G PAGE 11 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Ann Lurie Revocable Trust U/T/A 12/22/89 ###-##-#### - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 591,414 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 591,414 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 591,414 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .80% (.76% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* OO - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 12 CUSIP NO. 29476L 10 7 13G PAGE 12 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON EGIL Investments, Inc. APPLIED FOR - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 537,256 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 537,256 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 537,256 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .72% (.69% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* CO - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 13 CUSIP NO. 29476L 10 7 13G PAGE 13 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Anda Partnership 88-0132846 - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Nevada - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 307,708 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 307,708 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 307,708 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .42% (.40% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* PN - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 14 CUSIP NO. 29476L 10 7 13G PAGE 14 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON LFT Partnership 36-6527526 - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 579,254 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 579,254 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 579,254 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .78% (.75% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* PN - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 15 CUSIP NO. 29476L 10 7 13G PAGE 15 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Robert H. and Ann Lurie Trust 36-6944487 - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Illinois - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 49,386 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 49,386 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 49,386 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .07% (.06% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* OO - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 16 CUSIP NO. 29476L 10 7 13G PAGE 16 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON First Capital Financial Corp. 59-1604552 - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Florida - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 31,476 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 31,476 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 31,476 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 .04% (.04% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* CO - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 17 CUSIP NO. 29476L 10 7 13G PAGE 17 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Samuel Zell ###-##-#### - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 158,571 NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 1,755,697 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 158,571 --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 1,755,697 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,914,268 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 2.6% (2.5% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* IN - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 18 CUSIP NO. 29476L 10 7 13G PAGE 18 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Ann Lurie ###-##-#### - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 2,781,875 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 2,781,875 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,781,875 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 3.7% (3.6% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* IN - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 19 CUSIP NO. 29476L 10 7 13G PAGE 19 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Sheli Z. Rosenberg ###-##-#### - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 81,099 NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 2,790,213 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 81,099 --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 2,790,213 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,871,312 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 3.8% (3.7% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* IN - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 20 CUSIP NO. 29476L 10 7 13G PAGE 20 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Arthur A. Greenberg ###-##-#### - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 24,497 NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 2,487,896 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 24,497 --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 2,487,896 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,512,393 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 3.3% (3.2% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* IN - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 21 CUSIP NO. 29476L 10 7 13G PAGE 21 OF 36 PAGES ----------- ----- ----- - ------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Mark Slezak ###-##-#### - ------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) / / - ------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. - ------------------------------------------------------------------------------- 5 SOLE VOTING POWER 833 NUMBER OF --------------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 1,611,207 EACH --------------------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 833 --------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 1,611,207 - ------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,612,040 - ------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* / / - ------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 2.1% (2.1% assuming conversion of all Reporting Persons' derivative securities) - ------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* IN - ------------------------------------------------------------------------------- *SEE INSTRUCTION BEFORE FILLING OUT! 22 EQUITY RESIDENTIAL PROPERTIES TRUST COMMON SHARES OF BENEFICIAL INTEREST, PAR VALUE $.01 CUSIP NUMBER 29476L 10 7 ITEM 1(a). NAME OF ISSUER -------------- The Issuer is Equity Residential Properties Trust, a Maryland real estate investment trust. ITEM 1(b). ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES ----------------------------------------------- The Issuer's principal executive office is: Two North Riverside Plaza Chicago, Illinois 60606 ITEM 2(a). NAME OF PERSON FILING --------------------- The following entities and persons are filing this Schedule 13G: FU Associates, an Illinois general partnership B/S Investments, an Illinois general partnership Samuel Zell Foundation, an Illinois not-for-profit corporation Samstock, LLC, a Delaware limited liability company Samstock/SZRT, LLC, a Delaware limited liability company Samstock/ZGPI, LLC, a Delaware limited liability company Samstock/ZFT, LLC, a Delaware limited liability company EGI Holdings, Inc., an Illinois corporation Lurie General Partnership, Inc., an Illinois corporation Ann Lurie Revocable Trust U/T/A 12/22/89 EGIL Investments, Inc., an Illinois corporation Anda Partnership, a Nevada general partnership LFT Partnership, an Illinois general partnership Robert H. and Ann Lurie Trust, an Illinois trust First Capital Financial Corp., a Florida corporation Samuel Zell Ann Lurie Sheli Z. Rosenberg Arthur A. Greenberg Mark Slezak The above entities and person are each a "Reporting Person" and collectively are the "Reporting Persons". Page 22 of 36 23 ITEM 2(b). ADDRESS OF PRINCIPAL BUSINESS OFFICE OR, IF NONE, RESIDENCE ----------------------------------------------------------- The address for each Reporting Person is: Two North Riverside Plaza Chicago, Illinois 60606 ITEM 2(c). CITIZENSHIP ----------- The Reporting Persons' state of organization or citizenship is as follows: FU Associates Illinois B/S Investments Illinois Samuel Zell Foundation Illinois Samstock, LLC Delaware Samstock/SZRT, LLC Delaware Samstock/ZGPI, LLC Delaware Samstock/ZFT, LLC Delaware EGI Holdings, Inc. Illinois Lurie General Partnership, Inc. Illinois Ann Lurie Revocable Trust U/T/A 12/22/89 Illinois EGIL Investments, Inc. Illinois Anda Partnership Nevada LFT Partnership Illinois Robert H. and Ann Lurie Trust Illinois First Capital Financial Corporation Florida Samuel Zell U.S.A. Ann Lurie U.S.A. Sheli Z. Rosenberg U.S.A. Arthur A. Greenberg U.S.A. Mark Slezak U.S.A. ITEM 2(d). TITLE OF CLASS OF SECURITIES ---------------------------- Securities reported herein are common shares of beneficial interest, par value $.01 per share ("Common Shares"). Page 23 of 36 24 ITEM 2(e). CUSIP NUMBER ------------ The CUSIP number is 29476L 10 7. ITEM 3. IF THIS STATEMENT IS FILED PURSUANT TO RULES 13d-1(b), OR 13d-2(b), CHECK WHETHER THE PERSON FILING IS A ------------------------------------------------------------------- Not applicable. ITEM 4. OWNERSHIP --------- The Issuer is the sole general partner of ERP Operating Limited Partnership, an Illinois limited partnership (the "Operating Partnership"). Certain of the Reporting Persons: FU Associates; B/S Investments; Samstock, LLC; Samstock/SZRT, LLC; Samstock/ZGPI, LLC; Samstock/ZFT, LLC; EGI Holdings, Inc.; EGIL Investments, Inc.; Anda Partnership; LFT Partnership; Robert H. and Ann Lurie Trust; First Capital Financial Corporation; Sheli Z. Rosenberg; and Arthur A. Greenberg, are limited partners of the Operating Partnership. Each limited partner Operating Partnership unit ("OP Unit") is exchangeable, at the holder's request, on a one-for-one basis into a Common Share. Amounts reported herein for each Reporting Person assume (1) the exchange of such Reporting Person's Operating Partnership units for Common Shares and the exercise of options to purchase Common Shares, if applicable, and (2) the exchange of all Reporting Persons' Operating Partnership units for Common Shares and the exercise of such Reporting Persons' options to purchase Common Shares beneficially owned by the Reporting Persons. Collectively, the Reporting Persons own 4,938,028 Common Shares, or 6.4%, of the issued and outstanding Common Shares (assuming the conversion of all OP Units and the exercise of all options to purchase Common Shares beneficially owned by the Reporting Persons). Samuel Zell has the sole power to vote or to direct the vote of and the sole power to dispose or to direct the disposition of 158,571 Common Shares (assuming the exercise of options to purchase 151,667 Common Shares). Sheli Z. Rosenberg has the sole power to vote or to direct the vote of and the sole power to dispose or to direct the disposition of 81,099 Common Shares (assuming the conversion of 1,528 OP Units and the exercise of options to purchase 65,334 Common Shares). Arthur A. Greenberg has the sole power to vote or to direct the vote of and the sole power to dispose or the direct the disposition of 24,497 Common Shares (assuming the conversion of 1,597 OP Units and the exercise of options to purchase 18,500 Common Shares). Page 24 of 36 25 Mark Slezak has the sole power to vote or to direct the vote of and the sole power to dispose or to direct the disposition of 833 Common Shares (assuming the exercise of options to purchase 833 Common Shares). Messers. Zell, Greenberg and Slezak and Mses. Lurie and Rosenberg share the power to vote or to direct the vote of and share the power to dispose or to direct the disposition of the Common Shares with each of the Reporting Persons as shown in the following table:
SHARE POWER WITH SUCH REPORTING PERSON Total ----------------------------------------------------------------------------- Beneficially Owned Reporting Person ("RP") ----- Samuel Zell Ann Lurie Sheli Z. Rosenberg Arthur A. Greenberg Mark Slezak ----------------------- by such RP ----------- --------- ------------------ ------------------- ----------- ---------- FU Associates 135,385 (1) 135,385 135,385 135,385 135,385 135,385 B/S Investments 669 (1) 0 669 669 669 669 Samuel Zell Foundation 30,000 30,000 0 30,000 30,000 0 Samstock, LLC 1,247,329 (2) 1,247,329 0 1,247,329 1,247,329 0 Samstock/SZRT, LLC 200,337 (1) 200,337 0 0 0 0 Samstock/ZGPI, LLC 111,170 (1) 111,170 0 0 0 0 Samstock/ZFT, LLC 302,317 (1) 0 0 302,317 0 0 EGI Holdings, Inc. 537,257 (1) 0 537,257 537,257 537,257 537,257 Lurie General Partnership, Inc. 12,070 0 12,070 0 0 12,070 Ann Lurie Revocable Trust 591,414 0 591,414 0 0 0 U/T/A 12/22/89 EGIL Investments, Inc. 537,256 (1) 0 537,256 537,256 537,256 537,256 Anda Partnership 307,708 (1) 0 307,708 0 0 307,708 LFT Partnership 579,254 (1) 0 579,254 0 0 0 Robert H. and Ann Lurie Trust 49,386 (1) 0 49,386 0 0 49,386 First Capital Financial 31,476 (1) 31,476 31,476 0 0 31,476 Corporation ------------------------------------------------------------------------------------------------ TOTAL - SHARED VOTES 4,673,028 1,755,697 2,781,875 2,790,213 2,487,896 1,611,207 --------- --------- --------- --------- --------- --------- Page 25 of 36
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SOLE POWER WITH RESPECT TO COMMON SHARES Samuel Zell 158,571 158,571 Ann Lurie 0 0 Sheli Z. Rosenberg 81,099 81,099 Arthur A. Greenberg 24,497 24,497 Mark Slezak 833 833 ------------------------------------------------------------------------------------------------ TOTAL - SOLE VOTES 265,000 158,571 0 81,099 24,497 833 --------- ------- - ------ ------ --- TOTAL - SHARED & SOLE VOTES 4,938,028 1,914,268 2,781,875 2,871,312 2,512,393 1,612,040 ========= ========= ========= ========= ========= ========= Percent of Class - Assuming 6.4% 2.5% 3.6% 3.7% 3.2% 2.1% conversion of all OP Units and exercise of all options to purchase Common Shares
(1) Represents OP Units which are exchangeable at the holder's option on a one-for-one basis into Common Shares. (2) Includes 603,484 OP Units. ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS -------------------------------------------- Not applicable. ITEM 6. OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON --------------------------------------------------------------- Not applicable. ITEM 7. IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY ------------------------------------------------------------------ Not applicable. ITEM 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP --------------------------------------------------------- Not applicable. ITEM 9. NOTICE OF DISSOLUTION OF GROUP ------------------------------ Not applicable. ITEM 10. CERTIFICATE ----------- Not applicable. Page 26 of 36 27 SIGNATURE After reasonable inquiry, and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Dated: August 13, 1997 FU ASSOCIATES, an Illinois general partnership By: Equity Financial Investment Company, a general partner By: Jo Ann Zell Trust, a general partner By: /s/ Sheli Z. Rosenberg ------------------------------------------- Its: Trustee B/S INVESTMENTS, an Illinois general partnership By: Alphabet Partners, a general partner By: SZA Trust, a general partner By: /s/ Arthur A. Greenberg ------------------------------------------- Its: Trustee SAMUEL ZELL FOUNDATION, an Illinois not-for-profit corporation By: /s/ Samuel Zell ------------------------------------------- Its: President Page 27 of 36 28 SAMSTOCK, LLC, a Delaware limited liability company By: /s/ Sheli Z. Rosenberg ------------------------------------------- Its: Vice President SAMSTOCK/SZRT, LLC, a Delaware limited liability company By: /s/ Sheli Z. Rosenberg ------------------------------------------- Its: Vice President SAMSTOCK/ZGPI, LLC, a Delaware limited liability company By: /s/ Sheli Z. Rosenberg ------------------------------------------- Its: Vice President SAMSTOCK/ZFT, LLC, a Delaware limited liability company By: /s/ Sheli Z. Rosenberg ------------------------------------------- Its: Vice President Page 28 of 36 29 EGI HOLDINGS, INC., an Illinois corporation By: /s/ Sheli Z. Rosenberg ------------------------------------------- Its: Vice President LURIE GENERAL PARTNERSHIP, INC., an Illinois corporation By: /s/ Mark Slezak ------------------------------------------- Its: Vice President ANN LURIE REVOCABLE TRUST U/T/A 12/22/89 By: /s/ Ann Lurie ------------------------------------------- Its: Trustee EGIL INVESTMENTS, INC., an Illinois corporation By: /s/ Mark Slezak ------------------------------------------- Its: Vice President Page 29 of 36 30 ANDA PARTNERSHIP, a Nevada general partnership By: Ann Only Trust, a general partner By: /s/ Ann Lurie ------------------------------------------- Its: Co-Trustee LFT PARTNERSHIP, an Illinois general partnership By: Jesse Trust, a general partner By: /s/ Ann Lurie ------------------------------------------- Its: Trustee ROBERT H. AND ANN LURIE TRUST, an Illinois trust By: /s/ Ann Lurie ------------------------------------------- Its: Co-Trustee FIRST CAPITAL FINANCIAL CORP., a Florida corporation By: /s/ Donald J. Liebentritt ------------------------------------------- Its: Vice President Page 30 of 36 31 /s/ Samuel Zell ------------------------------------------- Samuel Zell /s/ Ann Lurie ------------------------------------------- Ann Lurie /s/ Sheli Z. Rosenberg ------------------------------------------- Sheli Z. Rosenberg /s/ Arthur A. Greenberg ------------------------------------------- Arthur A. Greenberg /s/ Mark Slezak ------------------------------------------- Mark Slezak Page 31 of 36 EX-99.1 2 JOINT FILING AGREEMENT 1 99.1 JOINT FILING AGREEMENT AGREEMENT dated as August 13, 1997 among FU Associates, an Illinois general partnership; B/S Investments, an Illinois general partnership; Samuel Zell Foundation, an Illinois not-for-profit corporation; Samstock, LLC, a Delaware limited liability company; Samstock/SZRT, LLC, a Delaware limited liability company; Samstock/ZGPI, LLC, a Delaware limited liability company; Samstock/ZFT, LLC a Delaware limited liability company; EGI Holdings, Inc., an Illinois corporation; Lurie General Partnership, Inc., an Illinois corporation; Ann Lurie Revocable Trust U/T/A 12/22/89; EGIL Investments, Inc., an Illinois corporation; Anda Partnership, a Nevada general partnership; LFT Partnership, an Illinois general partnership; Robert H. and Ann Lurie Trust, an Illinois trust; First Capital Financial Corp., a Florida corporation; Samuel Zell; Ann Lurie; Sheli Z. Rosenberg; Arthur A. Greenberg; and Mark Slezak (collectively the "Reporting Persons"). WHEREAS, the Reporting Persons beneficially own or have the right to acquire common shares of beneficial interest, $.01 par value, of Equity Residential Properties Trust, a Maryland Business Trust; WHEREAS, the parties hereto may be deemed to constitute a "group" for purposes of Section 13(d)(3) of the Securities Exchange Act of 1934, as amended (the "Act"); and WHEREAS, each of the parties hereto desire by this Agreement to provide for the joint filing of a Schedule 13G, and all amendments thereto, with the Securities and Exchange Commission. NOW, THEREFORE, the parties hereto agree as follows: 1. The parties hereto will join in the preparation and filing of a single statement containing the information required by Schedule 13G, and all amendments thereto, and the Schedule 13G and all such amendments will be filed on behalf of each party hereto; 2. Each party hereto will be responsible for the timely filing of the Schedule 13G, and all amendments thereto, and for the completeness and accuracy of the information concerning such party contained therein. No party hereto will be responsible for the completeness or accuracy of the information concerning any other party contained in the Schedule 13G or any amendment thereto, except to the Page 32 of 36 2 extent such party knows or has reason to believe that such information in inaccurate. 3. Susan Obuchowski will be designated as the person authorized to receive notices and communications with respect to the Schedule 13G and all amendments thereto. 4. This Agreement may be executed in counterparts, all of which when taken together will constitute one and the same instrument. IN WITNESS WHEREOF, the undersigned have executed this Agreement as of the date first above written. FU ASSOCIATES, an Illinois general partnership By: Equity Financial Investment Company, a general partner By: Jo Ann Zell Trust, a general partner By: /s/ Sheli Z. Rosenberg ---------------------------------------- Its: Trustee B/S INVESTMENTS, an Illinois general partnership By: Alphabet Partners, a general partner By: SZA Trust, a general partner By: /s/ Arthur A. Greenberg ---------------------------------------- Its: Trustee SAMUEL ZELL FOUNDATION, an Illinois not-for-profit corporation By: /s/ Samuel Zell ---------------------------------------- Its: President Page 33 of 36 3 SAMSTOCK, LLC, a Delaware limited liability company By: /s/ Sheli Z. Rosenberg ---------------------------------------- Its: Vice President SAMSTOCK/SZRT, LLC, a Delaware limited liability company By: /s/ Sheli Z. Rosenberg ---------------------------------------- Its: Vice President SAMSTOCK/ZGPI, LLC, a Delaware limited liability company By: /s/ Sheli Z. Rosenberg ---------------------------------------- Its: Vice President SAMSTOCK/ZFT, LLC, a Delaware limited liability company By: /s/ Sheli Z. Rosenberg ---------------------------------------- Its: Vice President EGI HOLDINGS, INC., an Illinois corporation By: /s/ Sheli Z. Rosenberg ---------------------------------------- Its: Vice President Page 34 of 36 4 LURIE GENERAL PARTNERSHIP, INC., an Illinois corporation By: /s/ Mark Slezak ---------------------------------------- Its: Vice President ANN LURIE REVOCABLE TRUST U/T/A 12/22/89 By: /s/ Ann Lurie ---------------------------------------- Its: Trustee EGIL INVESTMENTS, INC., an Illinois corporation By: /s/ Mark Slezak ---------------------------------------- Its: Vice President ANDA PARTNERSHIP, a Nevada general partnership By: Ann Only Trust, a general partner By: /s/ Ann Lurie ---------------------------------------- Its: Co-Trustee LFT PARTNERSHIP, an Illinois general partnership By: Jesse Trust, a general partner By: /s/ Ann Lurie ---------------------------------------- Its: Trustee Page 35 of 36 5 ROBERT H. AND ANN LURIE TRUST, an Illinois trust By: /s/ Ann Lurie ---------------------------------------- Its: Co-Trustee FIRST CAPITAL FINANCIAL CORP., a Florida corporation By: /s/ Donald J. Liebentritt ---------------------------------------- Its: Vice President /s/ Samuel Zell ---------------------------------------- Samuel Zell /s/ Ann Lurie ---------------------------------------- Ann Lurie /s/ Sheli Z. Rosenberg ---------------------------------------- Sheli Z. Rosenberg /s/ Arthur A. Greenberg ---------------------------------------- Arthur A. Greenberg /s/ Mark Slezak ---------------------------------------- Mark Slezak Page 36 0f 36 -----END PRIVACY-ENHANCED MESSAGE-----