Publicly traded REITs continue to lead the recovery in the commercial real estate sector judging from the presentations made at this weekā€™s NAREIT conference in New York City.

Last year, most companies were focused on shoring up portfolio metrics and getting rid of non-core assets. Today, the focus for many REITs has switched to making opportunistic acquisitions, particularly through off-market transactions with private owners.

Noting that REITs delivered total returns of 31.40 percent over the past year, outperforming S&P 500, Brad Case, senior vice president of research and industry information with NAREIT, says that ā€œinvestors have recognized that REITs are going to be the winners [in this cycle] and will be able to acquire properties.ā€

Read Full Story Here