Group 1 - The core focus of iREIT+HOYA Capital is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment strategy emphasizes high-yield, dividend growth ideas, particularly in a volatile market, offering reliable dividends [2] - The service targets dividend yields up to 10% across various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2]

Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1][2] - The service offers high-yield, dividend growth investment ideas, targeting dividend yields up to 10% across various asset classes including REITs, ETFs, closed-end funds, and preferred stocks [2] Group 1 - The investment strategy emphasizes defensive stocks suitable for volatile markets, providing reliable dividends during both favorable and unfavorable conditions [2] - The service aims to help investors achieve dependable monthly income and portfolio diversification [2] Group 2 - The investment research provided by iREIT+HOYA Capital is designed for medium- to long-term horizons, catering to investors seeking stable income [2]

Core Insights - The article emphasizes the importance of high-quality dividend growth stocks for generating a safe and growing passive income stream, particularly in the context of real estate investment trusts (REITs) [2]. Group 1: Company Insights - Austin Rogers is identified as a REIT specialist with a focus on commercial real estate, aiming for lifelong portfolio income growth rather than total returns [2]. - The investing group High Yield Landlord is highlighted as one of the largest real estate investment communities on Seeking Alpha, providing exclusive research and multiple real money portfolios [2]. Group 2: Industry Insights - The article suggests that the global REIT sector offers significant opportunities for investors seeking stable income through dividends [2].

Group 1 - The article emphasizes the importance of having at least 30 stocks for a well-diversified portfolio, suggesting a focus on diversification in investment strategies [1] - Leo Nelissen is identified as an analyst specializing in major economic developments related to supply chains, infrastructure, and commodities, indicating a focus on these sectors for investment opportunities [1] - The iREIT®+HOYA Capital team aims to provide insightful analysis and actionable investment ideas, particularly emphasizing dividend growth opportunities, which may attract income-focused investors [1] Group 2 - The article does not provide specific financial data or performance metrics related to companies or industries [2][3]

Core Insights - The article emphasizes the importance of passive income, particularly through monthly dividends, as a strategy for financial independence and managing rising costs [1][2]. Group 1: Passive Income and Dividends - Passive income is defined as revenue generated without continuous active effort, making it appealing for diversifying income streams and achieving financial independence [1]. - Monthly dividends are highlighted as a practical solution for covering regular expenses, especially in an environment of rising prices [2]. - Historical data shows that dividends have contributed approximately 32% to the S&P 500's total return since 1926, with dividend stocks delivering an annualized return of 9.18% from 1973 to 2023, significantly outperforming non-dividend payers [4]. Group 2: Recommended Dividend Stocks - Five companies rated as "Buy" by major Wall Street firms are identified as suitable for Baby Boomer investors seeking passive income and potential appreciation [3]. - Agree Realty Corp. is noted for its $8 billion+ market capitalization, offering a reliable 4.13% dividend and a portfolio of over 2,370 properties across 50 states [5][6]. - Apple Hospitality REIT is recognized for its substantial 8.25% monthly dividend and a portfolio of 224 hotels across 37 states [8][9]. - EPR Properties specializes in experiential properties and offers a 6.76% dividend, with investments in various entertainment sectors [11][13]. - Main Street Capital Corp. provides flexible capital solutions to lower-middle-market companies and offers a 4.96% dividend [15]. - Realty Income Corp. is highlighted for its 5.48% dividend and focus on single-tenant commercial properties, appealing to growth and income investors [17][18].

Group 1 - The investment group High Yield Landlord is offering new members a promotion of $100 off and a 30-day money-back guarantee to attract new investors at the start of 2026 [1] - High Yield Landlord has released its Top Picks for 2026, indicating a strategic focus on identifying promising investment opportunities for the upcoming year [1] - Jussi Askola, the President of Leonberg Capital, leads the High Yield Landlord group, which provides real-time insights into REIT investments and includes features like multiple portfolios and direct access to analysts [2] Group 2 - Jussi Askola has a strong background in REIT investing, having authored award-winning academic papers and built relationships with top REIT executives, enhancing the credibility of the investment group [2] - The group offers three distinct portfolios: core, retirement, and international, catering to different investment strategies and goals [2]

Core Insights - Agree Realty Corp. is a real estate investment trust focused on net-leased retail properties in the U.S., targeting leading omni-channel retail tenants [1] Financial Performance - The company reported Q3 2025 earnings with FFO of $1.10, exceeding the consensus estimate of $1.07, and revenues of $183.19 million, surpassing the consensus of $177.88 million [4] - For Q4 2025, analysts expect EPS to be $0.71, a decrease from $1.04 in the prior-year period, while quarterly revenue is projected to be $188.33 million, an increase from $160.73 million a year earlier [2] Dividend Information - Agree Realty's dividend yield stands at 4.18%, with a total of $3.14 per share paid in dividends over the last 12 months [3] - To generate an income of $100 per month from dividends, an investment of approximately $28,708 is required, based on the current dividend yield [5][6] Guidance - The company adjusted its full-year 2025 AFFO per share guidance to a range of $4.31 to $4.33, compared to the previous range of $4.29 to $4.32 [4]

Core Insights - Biocytogen's partner IDEAYA Biosciences has received FDA IND clearance for IDE034, a bispecific antibody-drug conjugate targeting B7H3 and PTK7, marking a significant milestone in its clinical development [1][2][3] Group 1: Product Development - IDE034 is a bispecific B7H3/PTK7 TOP1 ADC, independently developed by Biocytogen and licensed to IDEAYA in July 2024 [2] - The IND clearance allows IDEAYA to initiate a Phase 1 clinical trial, with patient enrollment expected to begin in Q1 2026, focusing on solid tumors expressing B7H3 and PTK7 [1][3] - Preclinical studies indicate that IDE034 monotherapy shows strong anti-tumor activity, inducing deep and durable tumor regressions in multiple tumor models [3] Group 2: Clinical Strategy - IDEAYA plans to explore combination strategies with its PARG inhibitor IDE161 to enhance the durability of response, with additional preclinical data to be presented at a major medical conference in H1 2026 [3] - B7H3 and PTK7 are co-expressed in various cancers, with expression rates of approximately 30% in lung, 46% in colorectal, and 27% in head and neck cancers, indicating broad clinical potential for IDE034 [3] Group 3: Company Capabilities - The IND clearance validates Biocytogen's RenLite platform and proprietary linker-payload technologies, showcasing its capabilities in bispecific ADC discovery and development [2][3] - Biocytogen continues to provide high-quality source antibodies through its RenBiologics platform to support clinical translation and is actively seeking additional early-stage assets for licensing opportunities [4]

Core Insights - Agree Realty Corporation (ADC) is identified as a high growth stock with an average price target suggesting a nearly 10% upside, while the highest target indicates a potential upside of 22% [1][2] - Wells Fargo has reiterated a Buy recommendation for ADC with a price target of $83 as of November 25 [1] Financial Update - On November 18, Agree Realty completed an unsecured $350 million term loan with a 5.5-year maturity due in May 2031, which includes an accordion feature allowing for an additional $500 million borrowing [2] - The company has set up $350 million in forward-starting swaps to lock in the SOFR rate, resulting in a fixed interest rate of 4.02% for the new term loan [2] - The total liquidity of Agree Realty is reported at $2.2 billion, with no material debt maturities until 2028, enhancing its financial stability [3] Company Overview - Agree Realty Corporation operates as a real estate investment trust (REIT) focused on acquiring and developing net-leased properties for major retail brands [3]

Core Insights - ADC Therapeutics announced updated data from the LOTIS-7 Phase 1b trial, showing ZYNLONTA® combined with glofitamab (COLUMVI®) achieved an 89.8% overall response rate (ORR) and a 77.6% complete response (CR) rate in patients with relapsed or refractory diffuse large B-cell lymphoma (r/r DLBCL) [1][2] Company Overview - ADC Therapeutics is a global leader in antibody drug conjugates (ADCs), focusing on innovative treatments for patients with hematological malignancies [2] - The company is headquartered in Lausanne, Switzerland, with operations in London and New Jersey [2] Clinical Trial Highlights - The LOTIS-7 trial is designed to evaluate the safety and efficacy of ZYNLONTA in combination with various agents, including glofitamab, in patients with B-cell non-Hodgkin lymphoma [1] - As of November 17, 2025, 49 patients were efficacy-evaluable, with a minimum of 6 months follow-up [1] - The trial aims to complete enrollment of approximately 100 patients by the first half of 2026, with full data expected to be shared at a medical meeting and submitted for publication by the end of 2026 [1] Efficacy Data - The best overall response rate (ORR) was 89.8%, with 44 out of 49 patients responding [1] - The complete response (CR) rate was 77.6%, with 33 of the 38 patients who achieved CR remaining in that state at the data cutoff [1] - In the subgroup of 24 relapsed patients, the ORR was 100% and the CR rate was 91.7% [1] - Among 25 primary refractory patients, the ORR was 80% and the CR rate was 64% [1] Safety Profile - The combination treatment was generally well tolerated, with a manageable safety profile [1] - Grade 3 or higher treatment-emergent adverse events (TEAEs) included neutropenia (32.7%), GGT increased (16.3%), and anemia (10.2%) [1] - Cytokine release syndrome (CRS) occurred in 36.7% of patients, with varying severity across dose levels [1] Future Plans - The company plans to assess regulatory and compendia strategies for ZYNLONTA and its combinations [1] - ADC Therapeutics is also advancing a next-generation PSMA-targeting ADC, leveraging its expertise in ADC development [2]