Be sure to check out our detailed stock analysis (click here). It appears that commercial real estate is not the next shoe to drop, meaning it could be the next boom market to follow. Residential real estate has seen an impressive rebound over the last year and this market should help drive the commercial market.
Not to mention the companies outlined below have impressive exposure to discretionary spending, meaning they could perform nicely on the back of a rebounding economy. I think the mall operators and high-end real estate owners should perform well over the long term. These properties were some of the hardest hit as a result of the economic downturn.