Retail REITs gained 5.4% in the past 90 days as consumer spending remains resilient despite inflation concerns. REIT investing in open-air shopping centers sees better leasing momentum than enclosed malls. Matt DiLallo has positions in Realty Income. The Motley Fool has positions in and recommends Realty Income. The Motley Fool has a disclosure policy . Matt DiLallo has positions in EPR Properties and Realty Income. The Motley Fool has positions in and recommends EPR Properties and Realty Income. The Motley Fool recommends Healthpeak Properties. The Motley Fool has a disclosure policy . Specialty REITs, such as cold storage facilities, recorded 12% rent increases in Q2 due to supply chain refrigeration demand. REIT investing in niche sectors provides insulation from macroeconomic swings.