This is from 2010, but it's a slide deck from Bill Ackman (billionaire hedge fund manager) talking about Real Estate. In it, he goes through the numbers regarding housing prices, population, supply etc. to make the case for real estate as a great long-term strategy.

http://dealbreaker.com/uploads/2010/12/Pershing-Sq.-pres-on-housing-11-3-10.pdf

Because he's someone who eats his own cooking, he started a REIT (Howard Hughes Corp) to invest in property development.

The slides are an interesting read.  Enjoy.