Core Insights - Bitcoin (BTC-USD) has increased by 55% and Gold (GLD) by 40% over the past 12 months, indicating a strong market interest in scarce assets [2] Group 1: Investment Focus - iREIT+HOYA Capital emphasizes income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] Group 2: Market Trends - The significant rallies in Bitcoin and Gold suggest a growing preference for assets perceived as scarce, reflecting broader market trends [2]

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 for potential investors to explore exclusive income-focused portfolios [1] Group 2 - The author has over 14 years of investment experience and an MBA in Finance, focusing on defensive stocks with a medium- to long-term investment horizon [2]

Group 1 - The market has experienced a historic rebound since early April, alleviating investor concerns regarding peak tariffs [2] - The recovery has been uneven, with the technology sector capturing the majority of the gains [2] Group 2 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1]

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The current market volatility has made capital gains less reliable, emphasizing the importance of dividends as a stable income source [2] - The investment strategy is geared towards defensive stocks with a medium- to long-term horizon [2] Group 2 - The article does not provide specific investment advice or recommendations, encouraging readers to conduct their own due diligence [4][5] - There is a disclosure of a beneficial long position in specific shares, indicating a vested interest in the discussed stocks [3]

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 for potential investors to explore exclusive income-focused portfolios [1] Group 2 - Market pullbacks present opportunities to identify high-potential investments, particularly in tech-adjacent sectors [2] - The focus is on defensive stocks with a medium- to long-term investment horizon [2]