Group 1 - Cushman & Wakefield (NYSE:CWK) is recognized as one of the top 10 real estate services stocks favored by hedge funds [1] - Morgan Stanley analyst Ronald Kamdem raised the price target for Cushman & Wakefield from $16.50 to $19, indicating a potential upside of nearly 26% [1] - Barclays analyst Brendan Lynch also increased his price target for the stock from $18 to $19 while maintaining an Equal Weight rating [2] Group 2 - The overall REIT market is projected to return 15%, with specific strengths noted in apartments, billboards, and data centers [2] - Barclays maintains a neutral outlook on the industrial, cold storage, and triple-net sectors while identifying potential in apartments, storage, and family rentals for the upcoming year [3] - Cushman & Wakefield provides a range of commercial real estate services, including leasing, capital markets, occupancy services, and valuations, focusing on facilities management and consulting [4]

Group 1 - Walker & Dunlop (NYSE:WD) is recognized as one of the best financial pure plays under $100 according to hedge funds [1] - Analyst Jade Rahmani from Keefe Bruyette reaffirmed a Buy rating for Walker & Dunlop, lowering the price target from $92 to $82, indicating a potential upside of around 35% [1][2] - The consensus ratings project a bullish market view for Walker & Dunlop, with all three analysts covering the stock assigning Buy ratings and a median 1-year price target of $84, implying more than 38% upside from the current level [3] Group 2 - Walker & Dunlop operates within the commercial real estate space and is one of the largest firms in the industry, offering services such as financing, advisory, servicing, valuations, and investment management [4] - The commercial real estate market is expected to exhibit moderate yet healthy growth in the coming year, which is anticipated to benefit commercial real estate players, including mortgage financiers like Walker & Dunlop [2]