It's getting harder to find the value in REITs, whose 8.7% return last year quadrupled the...

It's getting harder to find the value in REITs, whose 8.7% return last year quadrupled the S&P 500's return after an already-strong decade. Don't get blinded by high yields - these trusts can still be volatile - but there are still some likely strengths out there, including retailers expanding in outlet malls (like SPG or those in ETFs like RTL-OLD) and multifamily housing like CLP and PPS.