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Core Insights - Market volatility is highlighted, with the Dow Jones Industrial Average experiencing a significant drop of 1,300 points over two days, indicating a turbulent market environment [2] Group 1: Investment Focus - iREIT+HOYA Capital emphasizes income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging opportunities [1] Group 2: Analyst Position - The analyst has disclosed a beneficial long position in the shares of ET and STWD, indicating a personal investment interest in these companies [3]