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JRS: Underperforms Peers And Struggles To Maintain NAV Growth
Seeking Alphaยท2025-10-27 12:00

Core Viewpoint - Despite underperformance compared to more popular market sectors, Real Estate Investment Trusts (REITs) remain a reliable source for sustainable income streams [1] Group 1: Investment Strategy - The investment strategy involves a combination of classic dividend growth stocks, Business Development Companies, REITs, and Closed-End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1] - A hybrid system that balances growth and income has been developed, allowing for total returns that align with the S&P 500 [1]