(Top Pick Feb 12/09, Up %45) Multi-family in northern geographies. Loves it. Management is tremendous. Fully priced at these levels.

(Top Pick Feb 12/09, Up 34%) The only REIT that increased their distribution every year despite the financial crisis. The best REIT in the country.

Hotel REIT. Diversified. Limited service hotels. If recovery takes hold and there is an up tick in tourism and wages and GDP, the lodging space should to well.

Favorite US REIT. Great balance sheet, sustainable payout ratio, and great mall assets. Done tremendous job of retaining tenancy. Not a lot of exposure to co-tenancy. Family run.

CEO of Smart Centers (24% stake in Calloway REIT) sold assets to RMM and took back a stake. Thought was he would transform RMM. But it does not have same quality of assets, diversity or mass as Calloway. He is skeptical. He bought the convert.

(Market Call Minute) Buy in $10-$11 range. Good name.

(Market Call Minute) Buy in $10 range.