Commercial real estate ("CRE") is simultaneously one of the most feared areas of the economy and one of the most hated sectors of the stock market today. But this low sentiment has concealed some hidden gems in the space. For example, there are two particular trends we are seeing play out in CRE today that, combined with the selloff in real estate investment trusts ("REITs") (VNQ), has resulted in some very attractive buying opportunities. The fundamentals for single-family rental ("SFR") real estate look very strong and are likely to remain so for the foreseeable future.