High unemployment has driven interest rates to record lows, boosting the profit spreads for mortgage REITs. Particularly for REITs, there's a flip side to unemployment. The Fed has been working to reduce borrowing costs and speed up the recovery through a series of efforts – most recently, "QE 3." An example of companies targeting these efforts would be  Annaly Capital (NLY -1.26%), Chimera (CIM -1.64%) and Invesco (IVR -0.64%), just to name a few.