Core Viewpoint - The article emphasizes the positive sentiment surrounding dividend growth investing, particularly the excitement that comes with announcements of increased payouts from holdings [1]. Group 1 - The author has been involved in dividend investing since 2009 and has documented their journey towards financial independence through a blog focused on dividend growth investing [2]. - The author expresses gratitude for the opportunities provided by their blog, which has facilitated their entry into the Seeking Alpha community as an analyst [2]. - The article highlights the author's long position in BAM shares, indicating a personal investment interest in the company [2]. Group 2 - The article does not provide specific financial data or performance metrics related to any companies or industries [3].

Guido Mieth/DigitalVision via Getty Images Listen here or on the go via Apple Podcasts and Spotify Scott Kaufman discusses leading The Dividend Kings, and focusing on dividend growth and value investing (0:25). Key metrics for evaluating dividend stocks (5:00). Digging deeper into LyondellBasell, Dow, and Eastman Chemical Company (8:50). Dividend cut implications (11:40). Baby bonds and preferred securities (15:00). Market sentiment and interest rates (19:20). Transcript Rena Sherbill: Very happy to ...

Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1]. Investment Strategy - The company advocates for a balanced approach to investing, focusing on high-quality dividend stocks that provide long-term growth potential and reliable income [1]. - The strategy aims to create a portfolio that not only generates income but also captures total returns on par with the S&P 500 index [1].

Core Insights - The article emphasizes the importance of high-quality dividend growth stocks for generating a safe and growing passive income stream, particularly in the context of real estate investment trusts (REITs) [2]. Group 1: Company Insights - Austin Rogers is identified as a REIT specialist with a focus on commercial real estate, aiming for lifelong portfolio income growth rather than total returns [2]. - The investing group High Yield Landlord is highlighted as one of the largest real estate investment communities on Seeking Alpha, providing exclusive research and multiple real money portfolios [2]. Group 2: Industry Insights - The article suggests that the global REIT sector offers significant opportunities for investors seeking stable income through dividends [2].

Core Insights - The article discusses the journey towards achieving financial independence through dividend growth investing, highlighting its importance in shifting focus from mere survival to financial freedom [1]. Group 1 - The author has been investing since September 2017 and has a long-standing interest in dividend investing since 2009 [1]. - The blog "Kody's Dividends" documents the author's journey towards financial independence, emphasizing the role of dividend growth investing in this process [1]. - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community as an analyst [1]. Group 2 - The article does not provide specific investment recommendations or advice, emphasizing that past performance is not indicative of future results [2]. - It clarifies that Seeking Alpha's analysts are third-party authors, which may include both professional and individual investors without necessary licensing or certification [2].

Core Insights - The article discusses the journey towards achieving financial independence through dividend growth investing, highlighting the importance of financial freedom in reducing stress and shifting focus towards personal goals [1]. Group 1 - The author has been investing since September 2017 and has a long-standing interest in dividend investing since 2009 [1]. - The blog "Kody's Dividends" documents the author's journey towards financial independence, emphasizing the role of dividend growth investing in this process [1]. - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community as an analyst [1].

Core Insights - Market indexes are near all-time highs, creating caution among investors regarding traditional equities and ETFs [1] - There are income-focused funds available at reasonable valuations due to market uncertainty [1] - A hybrid investment strategy combining classic dividend growth stocks, Business Development Companies, REITs, and Closed End Funds can enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1] Investment Strategy - The strategy emphasizes the importance of high-quality dividend stocks for long-term growth and income generation [1] - The combination of different asset types can lead to a more efficient investment income stream [1] - The approach aims to balance growth and income, maintaining total returns on par with major market indices [1]

Core Insights - The article discusses the author's journey in dividend growth investing and the importance of financial independence through this strategy [1]. Group 1 - The author has been investing since September 2017 and has a long-standing interest in dividend investing since 2009 [1]. - The blog "Kody's Dividends" documents the author's path towards financial independence using dividend growth investing [1]. - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community as an analyst [1].

Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1]. Investment Strategy - The company advocates for a diversified approach to investing, suggesting that a solid base of dividend growth stocks can be effectively supplemented with other asset types to maximize income potential [1]. - The strategy aims to achieve a total return that aligns with the performance of the S&P index, indicating a balanced focus on both growth and income [1].

Core 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 investment approach is defensive, with a medium- to long-term horizon, catering to investors seeking dependable monthly income [2] - The group provides research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] Market Context - Value investing can be challenging as stocks may remain undervalued or overvalued for extended periods, similar to the current situation with many AI stocks [2]