Group 1 - The article emphasizes the appeal of Real Estate Investment Trusts (REITs) and highlights the importance of niche markets within this sector [1] - The introduction of iREIT® is aimed at providing in-depth research on various investment vehicles including REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers [1] - The iREIT® Tracker offers data on over 250 tickers, including quality scores, buy targets, and trim targets, enhancing investment decision-making [1] Group 2 - A new Ratings Tracker called iREIT Buy Zone has been added to assist members in screening for value opportunities [2] - The service includes a 2-week free trial, allowing potential members to explore the offerings without any initial cost [2][4] - The promotional offer also includes a free book, adding further value to the trial experience [4]

Group 1: Company Overview - The S&P 500 offers a yield of 1.3%, while the average REIT yield is around 4.1%, with Agree Realty at 4.1% and Realty Income at 5.8% [1][8] - Both Agree Realty and Realty Income focus on net lease properties, where a single tenant is responsible for most operating costs, reducing risk for landlords [3][4] Group 2: Portfolio Comparison - Realty Income is the largest net lease REIT with over 15,600 properties, while Agree Realty has approximately 2,400 properties, indicating a significant size difference [4] - Agree Realty focuses on retail assets in the U.S., whereas Realty Income's portfolio is about 75% retail, with the remainder in industrial and other diversified assets, including vineyards and data centers [5][6] Group 3: Business Fundamentals - Agree Realty is smaller and focused on core growth, while Realty Income is larger and more diversified, leading to different valuations [7] - Realty Income is considered a bellwether in the net lease space due to its size, making it a choice for maximizing income [8] Group 4: Dividend Analysis - Agree Realty has a dividend yield of 4.1%, while Realty Income offers a higher yield of 5.8%, indicating a premium price for Agree Realty [8] - Agree Realty projects adjusted FFO growth of 3.6% for 2025, compared to Realty Income's 2.1%, suggesting faster growth potential for Agree Realty [9] - Realty Income's dividend has increased by an average of 4.3% annually over the past 30 years, while Agree Realty has increased its dividend by around 5.5% annually over the past decade, indicating stronger growth potential for Agree [10][11] Group 5: Investment Considerations - Both Realty Income and Agree Realty are financially strong net lease REITs, but they serve different investor needs [12] - Realty Income is preferable for those seeking yield and diversification, while Agree Realty is better for investors looking for faster-growing businesses and dividends [12]

Group 1 - The article expresses a passion for basketball, highlighting its requirements such as discipline, skill, patience, and a bit of luck [1]

Group 1 - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Significant efforts have been made to institutionalize the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] - Development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing stock has been a focus area [1] - Roberts is a CFA Charterholder and holds an ESG investing certificate, with experience from an internship at the Chicago Board of Trade [1] - Active involvement in "thought-leadership" activities supports the development of pan-Baltic capital markets [1]

Group 1 - The iREIT® service provides in-depth research on various investment vehicles including REITs, mREITs, BDCs, MLPs, ETFs, Builders, and Asset Managers, with a tracker covering over 250 tickers [1] - The investment group iREIT®+HOYA Capital is led by experienced analysts with a combined 100+ years in the industry, including professionals from diverse backgrounds such as hedge fund management and military service [2] - Brad Thomas, a prominent figure in real estate investing, has over 30 years of experience and has been involved in transactions exceeding $1 billion in commercial real estate [3]

Group 1 - Preferred shares, particularly in the REITs sector, are perceived to be broadly undervalued, trading at an approximate discount of 36% [1] - The analysis focuses on Agree Realty Corporation 4.250% DEP PFD A (ADC.PR.A) as a potential investment opportunity within this undervalued sector [1] - The mission of the analysis is to discover actionable total return ideas by combining rigorous academic theories, practical experience, and common sense [1] Group 2 - The analysis is conducted by Pearl Gray, a proprietary investment fund and independent market research firm specializing in systematic analysis of Bonds, Investment Funds, and REITs [1] - The primary sectors of focus for the firm are Financials and Real Estate [1]

Group 1 - Samuel Smith has extensive experience in dividend stock research and investment, having served as lead analyst and Vice President at notable firms [1] - He is a Professional Engineer and Project Management Professional, holding degrees in Civil Engineering & Mathematics and a Master's in Engineering with a focus on applied mathematics and machine learning [1] - Samuel leads the High Yield Investor investing group, collaborating with Jussi Askola and Paul R. Drake to balance safety, growth, yield, and value in investment strategies [2] Group 2 - High Yield Investor provides real-money core, retirement, and international portfolios, along with regular trade alerts and educational content [2] - The service includes an active chat room for investors to share insights and strategies [2]

Core Insights - The article discusses the investment landscape in the real estate sector, particularly focusing on the performance and potential of various real estate investment trusts (REITs) and housing-related companies [1][2]. Group 1: Company Insights - Hoya Capital Research & Index Innovations is affiliated with Hoya Capital Real Estate, which provides investment advisory services and focuses on publicly traded securities in the real estate industry [2]. - The commentary emphasizes that the information provided is for educational purposes and does not constitute investment advice or recommendations for specific securities [2][3]. Group 2: Industry Insights - The real estate industry is highlighted as having unique risks associated with investments in real estate companies and housing industry companies, which may not be suitable for all investors [2]. - The article notes that past performance of market data does not guarantee future results, indicating the inherent volatility and unpredictability of the real estate market [3].

Core Insights - The article highlights the investment services provided by iREIT® and HOYA Capital, focusing on various income-oriented investment vehicles such as REITs, BDCs, MLPs, and Preferreds [2]. Group 1: Company Overview - iREIT® offers in-depth research and data on over 250 tickers, including quality scores, buy targets, and trim targets [1]. - The investment group led by Brad Thomas and HOYA Capital has a combined experience of over 100 years in the financial industry, featuring a diverse team including a former hedge fund manager and a military veteran [2]. Group 2: Leadership and Expertise - Brad Thomas has over 30 years of experience in real estate investing, having been involved in over $1 billion in commercial real estate transactions [3]. - He has been featured in prominent media outlets such as Barron's and Bloomberg, and is the author of multiple books, including "REITs For Dummies" [3].

Group 1 - Samuel Smith has extensive experience in dividend stock research and investment, having served as lead analyst and Vice President at various firms [1] - He is a Professional Engineer and Project Management Professional, holding degrees in Civil Engineering & Mathematics and a Master's in Engineering with a focus on applied mathematics and machine learning [1] - Samuel leads the High Yield Investor investing group, collaborating with Jussi Askola and Paul R. Drake to balance safety, growth, yield, and value [2] Group 2 - High Yield Investor provides real-money core, retirement, and international portfolios, along with regular trade alerts and educational content [2] - The service includes an active chat room for investors to share insights and strategies [2]