"The point is, get something that's going to do well for you when inflation is high," he says, "but not hurt you when inflation is low." He favors Digital Realty Trust ( DLR , recent price $121, forward dividend yield 3.3%), which holds data centers that store and process information as well as those that serve as Internet communication hubs. Brown likes Welltower ( WELL , $63, 5.5%), which provides capital to senior-housing operators and post-acute care providers.