Noted strength in the Housing ETF (XHB) earlier -- CTX, HOV, BZH, RYL, PHM, KBH, TOL, LEN -- and have also seen a solid run in REITs (IYR) as well -- KIM +3%, GGP +2.5%, MAC +2.4%, AIV +2.1%, PSA +1.8%, PEI +1.8%, BXP +1.4%, CPT +1.2%, EQR +1.1%