CNBC Stock Blog
- Retail Earnings and Sales to Improve in Q4: Analyst
- 4 Food Stocks to Stuff in Your Portfolio: Analyst
- S&P at 1050-1200 Trading Range Next Year: Strategist
- Art Cashin: Caution 'Growing' in Financials, Dividend Moves
- 3 Software Stock Picks from Lazard's Senior Analyst
- Investors Bet on a New Year's Rally For eBay
- Why You Should Play the Reflation Trade: Stock Picker
- S&P to Hit 1,200 by Year-End: Chief Investor
- 5 Big Bank Stocks Investors Should Consider: Strategists
- My 2010 Home Price Outlook: UBS Analyst
MOST SHARED
- Ritz-Carlton ?Struggling? in the US: President
- Garlic Price Rises Surpass Gold, Stocks in China
- New-Home Sales Jump 6.2% To Highest Level in Over Year
- S&P Stocks Trading at New 52-Week Highs
- Oil Price to Average $75.40 in 2010: Poll
- Half of Banks' Losses May Still Be Hidden: IMF Head
- The Executive Job Search
- Consumer Mood Improves, But Anxiety Over Personal Finances
- Jobless Claims Below 500,000, Durable Orders Slip
- Activision Prepares to Double Dip on ‘Modern Warfare 2’
- Will TCU See The "Flutie Effect?"
- Retail Earnings and Sales to Improve in Q4: Analyst
- Consumers Catching the Holiday Spirit
- It's Beginning To Look A Lot More Riskless
- Crescenzi: Claims Level Suggests End to Job Losses
- Hedge Funds Take Early Lead in Warren Buffett's 'Big Bet'
- S&P Stocks Trading at New 52-Week Highs
- 4 Food Stocks to Stuff in Your Portfolio: Analyst
- S&P at 1050-1200 Trading Range Next Year: Strategist
- 'Cancer of Fraud' Permeates Health Care System: Critics
- US Mint to Suspend American Eagle Gold 1-Ounce Coins
- Judge Erases Couple's $525,000 Mortgage Payment
- For Many in US, It Will Be a Scaled-Down Holiday Season
- Where Do Pardoned Turkeys Go?
- Foreign Demand Boosts US 7-Year Treasury Sale
- Jobless Claims Below 500,000, Durable Orders Slip
- Activision Prepares to Double Dip on ‘Modern Warfare 2’
- Garlic Price Rises Surpass Gold, Stocks in China
RSS FEED
Text Size 
Special to CNBC.com
Although he predicts commercial vacancy rates won't peak until 2011, Joe Rodriguez, portfolio manager of the 5-star rated AIM Select Real Estate Fund, said commercial real estate still offers investment opportunities.
Rodriguez' fund tends to look for companies with strong balance sheets and better-than-average growth prospects, he said. He particularly likes office and health care real estate, because the contractual obligations that come with these sectors' long leases offer stability during a tough economy, he said.
Office: "The government's been putting a lot of money into restoring the credibility of financial institutions, so we think New York City will start to see the benefit of that over the near term," Rodriguez said.
Health care: "Health care is somewhat agnostic to the overall economy," he said. "If you still have slow growth in GDP, people still need the facilities provided by their medical doctors."
Rodriguez Likes:
Simon Property Group [SPG
Loading...
()
]
Digital Realty Trust [DLR
Loading...
()
]
SL Green Realty [SLG
Loading...
()
]
REIT Preferred: PSA Series
CMBS: AAA Super Senior
______________________________
More Market Intelligence:
______________________________
More CNBC Data Pages:
______________________________
CNBC Slideshows:
______________________________
______________________________
CNBC's Companies in the News
Google [GOOG
Loading...
()
]
Bank of America [BAC
Loading...
()
]
______________________________
Disclosures:
Disclosure information was not available for Rodriguez or his company.
______________________________
Data is a real-time snapshot *Data is delayed at least 15 minutes