Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .So far, this year, we have spent even more time than usual on the market rotation, as I expect value stocks to generate substantial alpha this year (and beyond!). This article is not primarily about that. In this article, I'll discuss aLeo Nelissen is a long-term investor and ma ...

Group 1 - The article emphasizes the importance of in-depth research on various investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting the value of a free trial for potential investors [1] - Leo Nelissen is identified as a long-term investor and macro-focused strategist, known for his focus on dividend growth and high-quality compounders, combining macro analysis with stock research to find durable businesses [1] Group 2 - The article does not provide specific financial data or performance metrics related to any company or industry [2][3]

Core Insights - The article addresses a frequently asked question regarding investment opportunities and strategies in the current market environment [1]. Group 1: Analyst Background - Leo Nelissen is an analyst specializing in economic developments related to supply chains, infrastructure, and commodities [2]. - He is a contributing author for iREIT®+HOYA Capital, focusing on providing insightful analysis and actionable investment ideas, particularly in dividend growth opportunities [2]. Group 2: Investment Position - The analyst has disclosed a beneficial long position in shares of AM, UNP, and RTX through various financial instruments [3].

Core Insights - The article emphasizes the importance of in-depth research in the REIT sector, highlighting the potential for dividend growth opportunities [1]. Group 1: Analyst Focus - The analyst, Leo Nelissen, specializes in major economic developments related to supply chains, infrastructure, and commodities [1]. - The analysis aims to provide actionable investment ideas with a focus on dividend growth [1]. Group 2: Membership and Offerings - iREIT on Alpha offers a free 2-week trial for users to access comprehensive research on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1]. - The platform has received 438 testimonials, with a majority rated 5 stars, indicating high user satisfaction [1].

| 110 €1 | | | | | --- | --- | --- | --- | | FEEN JUS | | | | | 11/1 | 亚太经合组织(APEC) 领导人峰会 | 11/1 (0) | 中美对等关税暂缓期原定到期日 | | 于10月31日至11月1日举行 | | | 8月12日,中美双方继续暂停实施对彼此商品的 24@关税90天。 | | 11/2 | 北美地区 实行冬令时 | 11/11 | CoreWeave 公布业绩 | | 11/5 | 23:00 美国10月 ISM制造业PMI | | * * Polo Trand State | | | | 11/1 22 | Circle 公布业绩 | | 11/4 | Palantir 公布业绩 | | 美国时间11月12日盘前) | | (美国时间11月3日盘后) | | 77/4 K | 21:30 ·美国10月 CPI | | 11/5 | AM 公布业绩 | 11/14 | 21:30 ·美国10月 PPI、零售销售月率 | | 21:15 | 美国10月 | 11/240) | | | 美國最高法院 就特朗普 | 关税的合法性听取 ...

Core Insights - The S&P 500 experienced a modest increase of 0.2%, but this was accompanied by the worst market breadth for any positive day, indicating underlying weakness in market participation [1]. Group 1: Market Performance - The S&P 500's 0.2% rise is notable given the poor market breadth, suggesting that the gains were not broadly supported across the market [1]. Group 2: Analyst Contributions - Leo Nelissen is highlighted as an analyst focusing on significant economic developments, particularly in supply chains, infrastructure, and commodities, contributing to iREIT®+HOYA Capital [1].

Core Insights - The article emphasizes the importance of in-depth research on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] Group 1 - The article took a considerable amount of time to prepare due to the complexity and numerous thoughts surrounding the topic [1] - The author has a beneficial long position in the shares of AR and AM, indicating a personal investment interest [1]

Group 1 - The article emphasizes the importance of in-depth research on various income alternatives, including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting the value of joining iREIT on Alpha for comprehensive insights [1] - It mentions that 2025 is expected to be a significant year for important developments, indicating a focus on macroeconomic trends and their implications for investment strategies [1] Group 2 - The article does not provide specific financial data or performance metrics related to companies or industries [2]

Core Viewpoint - The article emphasizes the stability of the author's investment portfolio over the past year, indicating a long-term investment strategy focused on specific stocks [1]. Group 1: Portfolio Composition - The company holds beneficial long positions in various stocks, including FIX, LB, TPL, GE, RTX, UNP, AM, ODFL, LHX, CME, REXR, NOC, CNQ, CP, CSL, and HD, either through stock ownership, options, or other derivatives [1]. Group 2: Investment Philosophy - The article reflects a belief in maintaining a consistent investment approach, as evidenced by the lack of significant changes in the portfolio over the last 12 months [1].

Group 1 - The article emphasizes the importance of diversifying investment strategies beyond AI-focused opportunities, suggesting a broader market perspective [1] - It highlights the availability of in-depth research on various investment vehicles such as REITs, mREITs, preferreds, BDCs, MLPs, and ETFs, indicating a comprehensive approach to income alternatives [1] - The article mentions a positive reception with 438 testimonials, most rated 5 stars, reflecting strong user satisfaction with the research services offered [1] Group 2 - The article does not provide specific financial data or performance metrics related to companies or industries [2] - There are no detailed insights or analyses regarding particular companies or market trends presented in the content [2]