Group 1 - Real estate has recently outperformed the S&P 500, becoming one of the top-performing sectors, surpassing technology and semiconductors [1] - This shift in performance comes after a period where real estate lagged behind during the AI supercycle [1] Group 2 - The article does not provide specific financial data or metrics related to individual companies or broader industry trends beyond the performance comparison [2][3] - There is no mention of specific investment strategies or recommendations related to the real estate sector in the provided content [2][3]