A red-hot housing market Continuing on the housing-shortage theme, American Homes 4 Rent (NYSE: AMH) is a residential REIT that purchases single-family residences and rents them out. Inflation is generally difficult for stock investors because it pushes up interest rates, negatively impacting the present value of future earnings. High lumber prices and a potential homebuilding boom Weyerhaeuser (NYSE: WY) is a timber REIT that owns or manages almost 25 million acres of timberlands throughout North America.