Workflow
Return To Sender: Sell Postal Realty Trust

Investment Strategy - The investment approach focuses on long-term wealth building, with a typical holding period of 10 years or more [1] - Emphasis is placed on reinvesting dividends from well-managed organizations to compound wealth over time [1] - The strategy includes balancing current income with sustainable growth and seeking opportunities with substantial margin of safety and a wide moat [1] Asset Management - The management of personal and family assets has been ongoing for 15 years, targeting growth across various industries including Media, Marketing, Travel, and Software as a Service [1] - The best investment ideas have been identified in REITs and dividend growth stocks, utilizing fundamental analysis and reasonable future cash flow expectations [1] Investment Accounts - A general rule for asset location involves holding dividend growth stocks in a taxable brokerage account while utilizing a Roth IRA for REIT and BDC investments [1]