With recovery in retail and favorable legislative circumstances, Wells Fargo expects real estate investment trusts to generate 4.5- to 5-percent returns to match next year’s single-digit returns in the S&P 500. The trend is seen to drive 27 winners across real estate and other exposed industries. The Rating Wells Fargo analyst Jeffrey Donnelly recommends the following stocks by subsector:Regional malls: Macerich Co ;Net lease: Realty Income Corp , National Retail Properties, Inc. and Agree Realty Corporation ;Manufactured housing: Sun Communities Inc and Equity Lifestyle Properties, Inc. ;Single-family home: Invitation Homes Inc ;Outdoor: Outfront Media Inc ;Data centers: Equinix, Inc. and CyrusOne Inc ;Towers: Crown Castle International Corp. (REIT) ;Multifamily: Apartment Investment and Management Co ;Shopping centers: Brixmor Property Group Inc , Federal Realty Investment Trust and Regency Centers Corp ;Lodging: Host Hotels and Resorts Inc , Ryman Hospitality Properties, Inc. (REIT) and Hyatt Hotels Corporation ;Self-storage: Extra Space Storage, Inc. and National Storage Affiliates Trust ;Office: Paramount Group Inc and Kilroy Realty Corp ;Industrial: DCT Industrial Trust Inc and Liberty Property Trust ;Health care: Healthcare Trust Of America Inc ,Healthcare Realty Trust Inc and CareTrust REIT Inc .Source