This year’s winner in the alternative investment space is—wait for it—real estate.

There are a few different recent key pivot points for the broad market, the intra-day high on September 18th being the most obvious one – but we'll look at October's month-to-date (MTD) data for this quick screen.

With all the recent chatter about the Federal Reserve tapering its bond buying program, coupled with the talk about interest-rate increases, I found that several of the large REIT ETFs have been underperforming the market in recent times.