I've been targeting the healthcare and real estate sectors this quarter because of their earnings outlook. Both sectors are projected to produce positive earnings growth this quarter, positive growth this year, and positive growth next year at a time when the outlook for the broad market is uncertain at best. While researching REITs, it became clear very quickly there is an opportunity with healthcare REITs to capture strengths in both sectors.
Real estate, despite sluggishness in the housing market, is still a hot commodity. They aren't making any more land and the population of America