The post in question is by a poster with the userid of Valuethinker who appears to be a financial professional in England. He is very knowledgeable on investments including REITS. The post in question is in response to someone else's posts about cap rates for REITS. While Valuethinker's post is about REITS it is relevant to the REA and I would characterize his comments as being positive for the commercial real estate asset group.
Here is the Link As of this morning you will have to scroll down at the site as his post is toward the bottom of the page.
Ray