Simon on top; Ventas, Boston Properties make first appearances on list.
Analysts say broader market playing "catch up." to REITs.
Pension fund to make two separate commitments to REITs.
Suburban segment benefitting from housing recovery, according to report.
Analysts say it will create the country's largest REIT and could attract investors.
Transaction would create the largest publicly traded net lease REIT.
Trading at nearly 40 percent premium to NAV.