VICI(US:VICI) Seeking Alpha·2025-12-08 17:53Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes, aiming for sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment group emphasizes high-yield, dividend growth investment ideas, targeting dividend yields up to 10% [2] Investment Strategy - The service provides research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] - The approach is defensive in nature, suitable for medium- to long-term investment horizons [2] Market Context - The current market environment is characterized by a Santa Claus rally, indicating a favorable period for stock investments [2] - Despite the rally, there are still opportunities for value investing, suggesting that not all stocks are equally priced [2]