UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-13561 | --- | --- | --- | |----------------------------------------------------------------------------------------------------------- ...

Although the pandemic of 2020 seems like forever ago, it changed the way consumers conduct business, or in short, see the future. Now we buy more items online and pick them up in store and seek experiences Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence ...

I've always loved a good film, one that is well-crafted and tells a complete story in a logical, unconfusing manner. I've always found that films, shows, or even books that use nonsensical leaps to achieve their outcome because High Dividend Opportunities, #1 On Seeking Alpha High Dividend Opportunities: The Income Method Interested in arowing uour income? HDO is the largest and most exciting community of income investors and retirees with over +8000 members. We are looking for more members to join our live ...

Usually, high yield investing is associated with limited growth potential both at the price appreciation and incremental current income end. In other words, there is usually a reason why the market has assigned relatively low valuation metric, which mathematically Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in ...

You won't be charged a penny during the free trial, so you have nothing to lose and everything to gain. If you want full access to our Portfolio and all our current Top Picks, feel free to join us at High Yield Landlord for a 2-week free trial. This means that I am willing to go in and out of investments based on their fundamentals and valuations. He is the leader of the investing group High Yield Landlord , where he shares his real-money REIT portfolio and transactions in real-time. Features of the group i ...

This REIT is a smash hit for those seeking passive income. The movie industry is having a blockbuster year. Sales of theater tickets and related products such as popcorn and drinks are on track to top $10 billion this year. Theater revenue should grow over the next few years, driven by what looks like a strong slate of new movies. The theater industry's growing revenue could be your ticket to a big-time passive income stream. Many top theater operators lease their venues from landlords like EPR Properties ( ...

filo EPR Properties (NYSE:EPR) is a well-managed entertainment-focused real estate investment trust with a unique portfolio of experiential properties across the United States. EPR Properties easily covered its monthly dividend of $0.285 per share with funds from operations as adjusted in the second quarter and the trust reaffirmed its FFO forecast for 2024 FFO. I think that as long as the U.S. economy remains in good shape, EPR Properties is a compelling investment for passive income investors. The 7.3% di ...

Federal Reserve Policy - The Federal Reserve is expected to start cutting interest rates in September, shifting the focus from whether to how quickly and deeply the cuts will occur [1] - Historically, the Fed has cut rates quickly, often faster and steeper than market expectations, suggesting a potential for substantial cuts within the next year [1] Economic Implications - Rapid interest rate cuts by the Fed could indicate worsening economic conditions, particularly if unemployment continues to rise [2] - A quick rate cut could lead to a struggling stock market, with potential sell-offs exceeding 30% for major indexes, similar to past economic downturns [3] Investment Strategies - Investors face a dilemma regarding whether to sell off assets or to seek out relatively cheap investments, as a recession may be imminent [4] - The performance of large-cap growth stocks during past recessions has varied, with significant declines observed during the Dot-Com bust and the Great Financial Crisis [4] Valuation Considerations - Large-cap stocks currently trade at higher price/earnings ratios compared to historical averages, while small-cap and mid-cap stocks are trading below average [5] - Growth and value stocks are trading at similar P/E ratios as before the 2001 recession, indicating potential risks for growth stocks if a recession occurs [5][6] Historical Context - Historical patterns suggest that expensive stocks relative to their own histories are likely to experience the most significant declines during recessions [6] - Companies that performed well during the 2001 recession are being targeted for investment, particularly those with low valuations today [6] Specific Company Insights - Realty Income (O) has shown resilience during past downturns, with a strong business model and a history of dividend growth, although it currently trades at a higher valuation than in 2000 [7][10] - EPR Properties (EPR) has navigated challenges during the pandemic without increasing debt, positioning itself for potential growth as interest rates decline [14] - Annaly Capital (NLY) is viewed as a strong investment during recessions due to its focus on agency mortgage-backed securities, which perform well in market downturns [16][17] Conclusion - The combination of O, EPR, and NLY is expected to outperform during potential recessions, with NLY particularly positioned to thrive regardless of economic conditions [18][20] - Investors are encouraged to focus on low valuations for better long-term returns, adhering to the principle of buying low and selling high [20]

The Walmart logo is seen at one of its stores in Miami on May 2, 2024. With the Federal Reserve expected to cut interest rates in September, dividend-paying stocks could be set to outperform. That is because the dividend yields on these names will look more attractive compared to the returns offered by other income-generating assets, including bonds. Given the vast universe of companies paying dividends, it could be difficult for investors to select the right stocks. Investors may want to consider top analy ...

The real estate sector has underperformed the market in the rising-rate climate, but that could change very soon. The real estate sector has been one of the worst-performing parts of the stock market since the Federal Reserve started raising interest rates in 2022, but this has created some opportunities to add top-quality businesses to your portfolio at historically cheap valuations. Here are three in particular that are built to deliver excellent long-term returns that are worth a closer look right now. T ...