Problems in REITs may have more to do with investor skittishness than underlying problems in the sector, Nicholas Yulico writes in a column for thestreet.com. "There is a big disconnect with what is going on in commercial real estate and what the market thinks is going on in commercial real estate," said Rich Moore, a REIT analyst with RBC Capital Markets. Yulico advises readers to avoid stocks with problematic debt maturities.

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