NEW YORK ( TheStreet) -- Wednesday night, Jim Cramer said on "Mad Money" that Federal Reserve Chairman Ben Bernanke's policies had led to an imbalance in supply and demand, which created a shortage in stocks.

As Cramer explained. "As money pours into the market there simply aren't enough shares to go around. Think about how many shares have been taken out of the market. It's extraordinary,"

As Cramer also pointed out, the current environment is rooted in the notion that Bernake is "force feeding equities" and that has created a more lasting bull market for dividend growth investors.

Real estate investment trusts remain an attractive part of the rally. As Cramer explained, the fundamentals are well-aligned: "Low rates have allowed companies to refinance," he said. "That brings more profit down to the bottom line."

So just as there is a stock imbalance, there is also a commercial real estate imbalance.

On Monday's "Mad Money" Cramer interviewed Scott Peters, CEO of Healthcare Trust of America ( HTA). As Cramer stated, "The Baby Boomer generation starts to reach the age where we need a lot more medical care, plus Obamacare kicks in next year. The Affordable Care Act means that more people with insurance is something that creates demand all over the country."

I recommended HTA in June 2012 when the Scottsdale-based REIT listed shares on the New York Stock Exchange, and since that time the price of the shares has increased by 30%. That doesn't include the hardy 4.5% dividend yield that I consider to be safe and reliable. (See my article here.

Also, as Cramer pointed out, "J.P. Morgan has a neutral rating and they're saying there's a big lock-up operation in June 2013." That means that HTA will bring additional liquidity to the shares on June 6 when the REIT unlocks another one-third of its shares.

The process of releasing only limited amount of HTA shares at a time has worked fairly well so far. Unlocking all of the shares could have greater potential to negatively impact the share price, given the number of sellers.

That strategy has worked! HTA is trading at $12.50 and shares are up 30% year over year. HTA has a current market cap of $2.9 billion and a current dividend yield of 4.5%.

Earlier this week I caught up with Scott Peters, CEO of HTA, at TheStreet, and you can see the video above.

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At the time of publication the author had no position in any of the stocks mentioned.

This article was written by an independent contributor, separate from TheStreet's regular news coverage.

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