Todd Lukasik

Given its solid growth prospects, we think the firm remains among the best-positioned REITs we cover.

After the recent market sell-off, the real estate sector looks more reasonably valued.

We prefer REITs with reasonable leverage, moaty assets, demonstrated historical success across economic cycles, identifiable growth drivers, and reasonable margins of safety.

Jones Lang LaSalle should be able to weather upcoming merger of smaller peers.

Ventas’ spin-off of skilled nursing facilities and Ardent acquisition add value for shareholders.

Rising interest rates could be a major valuation headwind for REITs, so investors should focus on moaty landlords with good growth prospects and attractive relative valuations.

HCP remains one of the most attractive REITs we cover.

Rising interest rates could be a major valuation headwind for REITs, so investors should focus on moaty landlords with good growth prospects and attractive relative valuations.

Our favorites can do well even with potentially higher interest rates.

U.S. REITs appear somewhat overvalued as a group, but we see some opportunities in the health-care, retail, and cell tower sectors.

We prefer the yield, stability, and growth prospects of the triple-net structure over RIDEA.

These large real estate firms aren't trading at discounts, but their favorable growth dynamics and strong competitive positions make them ideal for investors' watchlists.

In a rising interest rate environment, which is generally tough on REITs, we'd prefer exposure to reasonably priced, narrow-moat firms with attractive internal and external growth prospects, conservative capital structures, and well-laddered debt maturity schedules.

Although we think Ventas overpaid for its most recent acquisitions, this doesn't affect our valuation.

Though many long for faster economic growth, the current environment has actually been very good for landlords--but higher rates could still sting.

Latest deal may portend another dividend increase for 2014.

The real estate information provider is one of our favorites, but its stock looks pricey.

REIT prices reset with rising interest rates.

The macro environment remains favorable toward REITs, but valuations generally appear stretched.

Balanced internal and external growth opportunities promise inflation-beating dividend growth.

ARCT would improve cash flow and reposition the portfolio, but longer-term risks emerge.

We like Douglas Emmett's near- and medium-term prospects, but the market likes them even more.

Realty Income focuses on prudent underwriting, portfolio diversification, a low dividend payout ratio, and low leverage to maintain a consistent and growing dividend, says CFO Paul Meurer.

Third-quarter dividend coverage portends faster 2012 dividend growth.

Numbers don't lie: Industrial behemoth ProLogis not better off with AMB in fold.

We expect a meaningful dividend increase from Realty Income in 2011.

In light of increasingly tight cash-flow coverage, we re-examine Realty Income.

We think conditions could favor a flurry of deals in this once-troubled sector.

CEO Andy Florance discusses unlocking the potential in CoStar's commercial property value database.

CoStar Group CEO Andrew Florance says the Fed will manage a soft delevering of commercial real estate, and while it bottoms, investors may have a rare opportunity.