As the Fed eases back on policy tightening, the payouts on U.S. government bonds have also declined, pushing investors to look for more attractive options in the stock market such as REITs that typically deliver bond-esque returns and could potentially bring higher yields.

“The surprising drop in yields and the drop in mortgage rates could potentially be another positive for housing and housing-related stocks going forward,” Ryan Detrick, senior market strategist at LPL Financial, told the WSJ.

Yields on benchmark 10-year Treasury notes are now trading at 2.72% Monday after falling off from a seven-year high of 3.232% in November. Yields fall as bond prices rise.

For more information on the real estate investment trusts segment, visit our REITs category.