Group 1 - The REIT sector (XLRE) has been underperforming for years, but there are expectations for it to outperform in the current year [1] - The article emphasizes the importance of dividend investing, particularly in quality blue-chip stocks, BDCs, and REITs [2] - The author aims to assist lower and middle-class workers in building investment portfolios focused on high-quality, dividend-paying companies [2] Group 2 - The author has a beneficial long position in the shares of VICI, indicating a personal investment interest [3] - The article expresses personal opinions and is not influenced by compensation from companies mentioned [3] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [4]

Core Viewpoint - The analyst has extensive experience in researching various industries, particularly in commodities and technology, and has transitioned to a value investing-focused platform to share insights on companies, especially in metals and mining sectors [1]. Group 1: Company Research - The analyst has researched companies across multiple sectors including oil, natural gas, gold, copper, and technology firms like Google and Nokia [1]. - The focus has shifted to a YouTube channel dedicated to value investing, where hundreds of companies have been analyzed [1]. - Metals and mining stocks are highlighted as a preferred area of coverage, although the analyst is also knowledgeable in consumer discretionary, staples, REITs, and utilities [1].

I've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortabl ...

In this article, we will be talking about the 20 Best Investments in 2026.The S&P 500 reached a new high as investors focused on upcoming tech sector earnings, and U.S. markets reportedly recovered in the last week of January amid heightened geopolitical concerns. Tech giants helped the NASDAQ Composite jump more than 0.9% before the Federal Reserve’s policy statement on January 27, which surpassed the S&P 500’s 0.4% gain.There is a 97% likelihood that interest rates would remain between 3.50% to 3.75% afte ...

证券研究报告 市场缩量回调，商业不动产再添四单 ——2026年公募REITs市场2月半月报 | 证券分析师：彭文玉 | | A0230517080001 | | --- | --- | --- | | 朱敏 | | A0230524050004 | | 任奕璇 | | A0230525050002 | | 研究支持: | 陈榕杰 | A0230125080001 | | 联系人: | 陈榕杰 | A0230125080001 | 2026.02.24 摘要 www.swsresearch.com 2 ◼ 节前REITs市场交投缩量回调，能源类领涨、交通季节性修复。2月上半月，REITs市场交投清淡，中证REITs全 收益收跌0.5%，日均换手率回落至近半年谷底。分板块来看，"统一电力市场建设"政策催化叠加开年首只能 源REIT上市高涨，带动能源板块领涨（+1.29%）；春节出行需求推动交通类季节性修复（+0.24%），二者成 为唯二收涨的资产类型；公用事业指数回调最深（-1.13%），其余板块跌幅均在1%以内。个券方面，中外运 仓储REIT领涨（+3.71%），汇添富上海地产REIT受扩募公告提振次之（+3. ...

Group 1 - A weaker U.S. dollar and attractive valuations are driving international stock outperformance compared to the S&P 500 [1] - International value stocks have performed particularly well due to a stable macroeconomic environment in major markets [1] Group 2 - The author has a long-term fundamental investment approach, focusing on REITs, preferred stocks, and high-yield bonds [1] - Recent investment strategies include combining long stock positions with covered calls and cash secured puts [1]

Real Estate Stocks Rise: Realty Income (O) & Simon Property (SPG) Lead Last Week's Winners - 24/7 Wall St. [S&P 5006,841.10 -1.05%][Dow Jones48,851.20 -1.58%][Nasdaq 10024,692.40 -1.34%][Russell 20002,617.90 -1.79%][FTSE 10010,686.00 -0.46%][Nikkei 22556,818.00 -0.53%][Stock Market Live February 23, 2026: S&P 500 (SPY) Tried to Shrug Off Tariff Uncertainty][Investing]# Real Estate Stocks Rise: Realty Income (O) & Simon Property (SPG) Lead Last Week's Winners### Quick ReadSimon Property Group (SPG) and Realt ...

Quick Read Simon Property Group (SPG) and Realty Income (O) were two of the standout performers in the real estate sector last week. Both stocks gained around 1.8%. Realty Income rose 19% year-to-date as the 10-year Treasury yield stabilized at 4.08% from its 4.58% peak. Simon’s has returned a little more than 9% year-to-date. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Markets have started the w ...

节前蓄势，节后可期 [Table_Authors] 刘玉(分析师) REIT 策略周报 本报告导读： 建议把握市场震荡过程中的配置机会，静待下一轮行情催化。 投资要点： 债券研究 /[Table_Date] 2026.02.23 | | 021-38038263 | | --- | --- | | | liuyu6@gtht.com | | 登记编号 | S0880523050002 | | | 汤志宇(分析师) | | | 021-38031036 | | | tangzhiyu@gtht.com | | 登记编号 | S0880525070031 | [Table_Report] 相关报告 春节期间需关注的几件事 ——海外篇 2026.02.22 M2-社融、存贷款双背离，银行间资金宽松的长 期逻辑 2026.02.22 节后第一周地方债发行金额 2564 亿元，2 月实际 发行将超万亿 2026.02.22 震荡市宜因子动态均衡 2026.02.21 持 ETF 过春节，短信用债 ETF 获大量申购 2026.02.16 证 券 研 究 报 告 请务必阅读正文之后的免责条款部分 债 券 研 究 | 1. ...

Core Insights - The primary focus of High Dividend Opportunities is to provide high-yield investments that can replace the income lost upon retirement, aiming for a yield of 8 to 10% to ensure consistent cash flow for living expenses without the need to sell shares [4][7][18]. Investment Strategy - The investment strategy emphasizes the importance of cash flow, with a portfolio designed to yield 8 to 10% annually, allowing for reinvestment and withdrawals to maintain income levels [7][20]. - The company has shifted focus towards fixed income opportunities, particularly preferred equities and bonds, as interest rates have risen, making these investments more attractive [21][24]. - A diversified portfolio is maintained, with no more than 2 to 3% allocated to any single investment to mitigate risks associated with dividend cuts [17][58]. Market Context - The current market environment has seen a rotation towards value investments, with a focus on tangible assets such as real estate and energy, which are expected to benefit from lower interest rates in the future [43][46][48]. - The company has observed that many dividend-paying stocks have seen price declines due to rising interest rates, but the focus remains on the cash flow generated by these investments rather than short-term price fluctuations [76][79]. Portfolio Composition - The portfolio is divided into four parts: two equity-focused (core one with closed-end funds and core two with individual high cash flow stocks) and two fixed income-focused (maturity ladder and preferred equity) [29][32][34]. - Closed-end funds (CEFs) are favored over ETFs due to their ability to trade at discounts during market downturns, providing opportunities for higher total returns [35][39]. Risk Management - The company emphasizes the importance of understanding the sustainability of dividends, particularly in sectors like REITs, where income can be variable due to regulatory requirements [26][27]. - Recent experiences with unexpected dividend cuts, such as Oxford Lane Capital's 50% reduction, highlight the need for ongoing assessment of company strategies and cash flow sustainability [60][62]. Educational Focus - High Dividend Opportunities places a strong emphasis on educating investors about the rationale behind investment choices and the importance of tracking cash flow, rather than solely focusing on share price [49][104]. - The company aims to empower investors to construct their own plans and understand the dynamics of dividend investing, fostering a community for ongoing discussion and support [69][106].