Real estate investment trust (REIT) stocks like Annaly Capital Management (NYSE:NLY) and Realty Income (NYSE:O) are not dead quite yet. In fact, he argues that the REIT sector has made quite a comeback in 2014.

For example, Annaly Capital Management and Realty Income have both shown positive growth this year, up around 20% and 23% respectively, including dividends.

In the following video, Motley Fool financial analysts David Hanson and Tyler Riggs discuss how falling interest rates and increased confidence in the overall economy have benefited the real estate investment business this year.