Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The service offers a free two-week trial to explore top ideas across exclusive income-focused portfolios [1] Group 2 - Compounding wealth through dividends is highlighted as an effective strategy for building a retirement nest egg, providing cash flow flexibility for reinvestment [2] - The focus is on defensive stocks with a medium- to long-term investment horizon [2]

Group 1 - The article highlights the experience of Roberts Berzins in financial management, particularly in shaping financial strategies for top-tier corporates and executing large-scale financings [1] - Berzins has contributed to institutionalizing the REIT framework in Latvia, aiming to enhance the liquidity of pan-Baltic capital markets [1] - His policy-level work includes developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] Group 2 - Berzins holds a CFA Charter and an ESG investing certificate, indicating a strong background in finance and sustainable investing [1] - He has experience with the Chicago Board of Trade, showcasing his international exposure despite residing in Latvia [1] - Berzins is actively involved in thought-leadership activities to support the development of pan-Baltic capital markets [1]

Group 1 - Different approaches to investing for durable and retirement income can be categorized into three main types [1] - Roberts Berzins has over a decade of experience in financial management, focusing on corporate financial strategies and large-scale financings [1] - Efforts have been made to institutionalize the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] Group 2 - Development of national SOE financing guidelines and frameworks to channel private capital into affordable housing has been a significant policy-level initiative [1] - Roberts Berzins holds a CFA Charter and an ESG investing certificate, and has experience with the Chicago Board of Trade [1] - Active involvement in thought-leadership activities supports the development of pan-Baltic capital markets [1]

When transitioning into a retirement or financial independence (e.g., living expenses covered from portfolio income) period, there is usually a loss of some form of income stream such as regular salary or dividends from personal business activity. Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost ...

I am not an investment advisor. This article is for informational purposes and does not constitute as financial advice. Readers are encouraged and expected to perform due diligence and draw their own conclusions prior to making any investment decisions. I am Gen Alpha. I have more than 14 years of investment experience, and an MBA in Finance. I focus on stocks that are more defensive in nature, with a medium- to long-term horizon. Analyst's Disclosure: I/we have a beneficial long position in the shares of A ...