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America's demographic clock keeps ticking, and the money is following the wrinkles.

Most REITs rallied, but rare bargains still dipped. Major transformations are creating overlooked upside. 5%+ yields offer income while waiting for recovery.

The aging of America has made healthcare stocks an evergreen investment theme. It's also a reason for investors to consider looking at real estate investment trusts (REITs) focused on this area.

Welltower grew revenue and normalized funds from operations by double-digit percentages. Sabra has a dividend that yields above 6%.

Welltower gets a buy for my initial rating, as it presents both a compelling dividend idea and a capital growth idea. Top-line revenue growth is proven over 5 years already, as the portfolio keeps expanding through acquisition, with a recent acquisition in Canada. The stock is favorably covered both by Moody's and Barclays.