Although there are still concerns about commercial mortgages coming due and adversely impacting the market, two reports highlight the positive side of the commercial scene.

First, Morningstar looked at real estate mutual funds. Turns out they have an annualized return of 33 percent over the past three years, and have attracted almost $3 billion in new investment, while other industry groups have seen investors pulling out. (The company also notes that the commercial market wasn’t nearly as overbuilt the way homes were, so it wasn’t hit as hard by the housing crisis.)

At the same time, Fitch Ratings found the delinquencies on commercial real estate collateralized debt obligations (CDOs) were down in June — that’s two months in a row, which may indicate that commercial borrowers are staying on their feet.