With low Treasury yields and a positive spread between the cost of buying real estate and financing it, commercial real estate's performance will hold, says Alexander D. Goldfarb, managing director and senior REIT analyst at Sandler O'Neill + Partners. Even though the recovery is faltering, fundamentals are adequate to support REIT growth. People are "renting apartments. They're shopping at the mall. They're leasing office space. They are leasing some warehouse space, and they are going back to college."

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