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] - The analyst, Leo Nelissen, focuses on major economic developments related to supply chains, infrastructure, and commodities, aiming to provide actionable investment ideas with a focus on dividend growth opportunities [1] Group 2 - The article includes a disclosure indicating that the analyst has a beneficial long position in the shares of CSL, which reflects a personal investment perspective [2] - It is noted that past performance is not indicative of future results, and no specific investment recommendations are provided, emphasizing the independent nature of the analysis [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 market is perceived as expensive, a sentiment echoed by various analysts throughout the year [1]. Group 1: Market Analysis - The discussion around market valuation has been prevalent among major analysts, indicating a consensus on the high cost of investments [1]. Group 2: Analyst Contributions - Leo Nelissen focuses on significant economic developments related to supply chains, infrastructure, and commodities, contributing to the iREIT®+HOYA Capital team [1].

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].

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 .As someone who's naturally curious, December is always a fun month for me, as it's the time everyone shares their "best ideas." Although I don't really care for any 12-month outlook, as I put myLeo Nelissen is an analyst focusing on major economic developments related to supply ...

Group 1 - The article promotes iREIT on Alpha, highlighting its comprehensive research offerings that include various investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] - It emphasizes the positive feedback from users, with 438 testimonials, most of which are rated 5 stars, indicating high satisfaction with the service [1] Group 2 - Leo Nelissen is identified as an analyst focusing on significant economic developments related to supply chains, infrastructure, and commodities, contributing to iREIT®+HOYA Capital [2] - The analysis aims to provide actionable investment ideas with a focus on dividend growth opportunities, suggesting a strategic approach to investment in these areas [2]

Core Insights - The year is approaching its end, prompting evaluations of performance in various sectors [1] Group 1: Analyst Focus - Leo Nelissen specializes in analyzing major economic developments related to supply chains, infrastructure, and commodities [2] - The analysis aims to provide actionable investment ideas with a focus on dividend growth opportunities [2] Group 2: Investment Research - iREIT on Alpha offers in-depth research covering REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives [1]

Core Insights - The Federal Reserve has cut interest rates again, a move that was widely anticipated by the market [1] Group 1: Economic Developments - The interest rate cut by the Fed is not considered groundbreaking news, as it was expected by most observers [1] Group 2: Analyst Contributions - Leo Nelissen is an analyst focusing on economic developments related to supply chains, infrastructure, and commodities, providing insights and actionable investment ideas [2]

Core Insights - The article emphasizes the lack of investment in Big Tech by the author, highlighting a portfolio consisting of 16 stocks, none of which belong to the information technology sector [1]. Group 1 - The author promotes a research platform, iREIT on Alpha, which provides in-depth analysis on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1]. - The platform has received 438 testimonials, with most rated 5 stars, indicating a high level of user satisfaction [1]. Group 2 - Leo Nelissen is identified as an analyst focusing on economic developments related to supply chains, infrastructure, and commodities, contributing to iREIT®+HOYA Capital [2]. - The analysis provided by Nelissen aims to deliver actionable investment ideas, particularly in dividend growth opportunities [2].

Group 1 - The article discusses the smoothed U.S. recession probability, highlighting periods of recession marked in grey on a chart [1] - The chart is noted for its simplicity and effectiveness in conveying economic trends [1] Group 2 - Leo Nelissen is identified as an analyst focusing on economic developments related to supply chains, infrastructure, and commodities [2] - The analysis aims to provide actionable investment ideas with a focus on dividend growth opportunities [2]