The mortgage sector has been underperforming over the last few quarters due to the bond-buying measures taken by the government.

But real estate investment trust stocks are beginning to rebound as mortgage rates increase along with the spread.

Lately there have been some voices on the ill effects of the strategy and supporting a withdrawal of QE3. However, such a thing is not possible in the short run, but it may be time to analyze some of the REITs and take a position now to gain in the time ahead.