Core Viewpoint - Brookfield Asset Management is positioned as an attractive dividend growth stock with a projected 3.1% yield and a 15% annual dividend growth rate through the end of the decade [1][4]. Company Overview - Brookfield Asset Management is a large Canadian asset manager with a historical focus on infrastructure and a broad global investment universe, recently expanding into bond management and private equity [1][3]. Business Platforms - The company operates across five platforms: renewable power, infrastructure, real estate, credit, and private equity, aiming to benefit from long-term trends such as clean energy, digitalization, and de-globalization [3]. Growth Targets - Brookfield aims to increase its fee-bearing assets from $550 billion to $1.1 trillion by the end of the decade, which is expected to drive higher revenues and earnings [3][4]. Dividend Projections - If Brookfield meets its dividend growth goal, the quarterly dividend could rise from $0.44 to $0.88 by 2030, potentially increasing the yield from 3.1% to 6.3% if the stock price remains stable [5][6]. - In a scenario where the dividend continues to grow at 15% until 2035, the quarterly dividend could reach $1.77, suggesting a yield of 12.6% and a stock price of $224 if the yield remains at 3.1% [6]. Alternative Growth Scenario - If dividend growth slows to 7.5% from 2031 to 2035, the quarterly dividend would be $1.26, resulting in a yield of 9% and a stock price of approximately $160, still indicating an attractive investment [6]. Execution Dependency - The future performance of Brookfield Asset Management is highly dependent on its execution capabilities and market conditions, but achieving its goals could make it a compelling investment over the next decade [7].

Group 1 - Realty Income is a well-known retail real estate investment trust (REIT) primarily focused on retail locations but is exploring different industries as it grows [1] - The company aims to provide high-quality and reliable dividend growth ideas to build growing income for investors [1] - Realty Income emphasizes investments that are leaders within their industry to ensure stability and long-term wealth creation [1] Group 2 - The service offered by Realty Income includes ideas for writing options to further enhance investors' income [1]

Core Viewpoint - Dividend growth stocks are highlighted as valuable investment opportunities due to their potential for passive income and wealth accumulation through reinvestment and compounding [1][2]. Group 1: Dividend Stocks Overview - The focus is on prioritizing dividend stability and growth over high yield, identifying 10 dividend stocks that offer both growth and attractive yields [2]. - The article emphasizes the importance of investing in high-quality dividend growth stocks for long-term returns [1]. Group 2: Individual Stock Highlights - **Realty Income**: Offers a yield of 5.6%, has paid dividends since 1994, and increased its dividend 130 times, currently trading 30% below all-time highs [4][5]. - **NextEra Energy**: Yield of 3.2%, the largest electric utility in the U.S., has increased dividends for over 20 years, with a projected annual growth of 6% to 8% in earnings and 10% in dividends through at least 2026 [6][7]. - **Enterprise Products Partners**: Yield of 6.9%, has raised dividends for 26 consecutive years, with $6 billion in projects expected to boost cash flows [8][10]. - **Brookfield Infrastructure**: Yield of 4.2%, has increased dividends since 2009 at a CAGR of 14%, with expected long-term dividend growth of 5% to 9% [11][12]. - **American Water Works**: Yield of 2.4%, plans to invest $40 billion to $42 billion in infrastructure over the next decade, expecting EPS growth of 7% to 9% [13][15]. - **Waste Management**: Yield of 1.5%, has increased dividends for 22 consecutive years, with a recent acquisition expected to generate $250 million in annual cost synergies [16][18]. - **Brookfield Renewable**: Yield of 4.6%, targeting FFO growth of over 10% and annual dividend growth of 5% to 9% [19][20]. - **Caterpillar**: Yield of 1.6%, has a strong dividend history with a recent 7% hike, committed to returning a significant portion of FCF to shareholders [22][24]. - **Emerson Electric**: Yield of 1.6%, a Dividend King with a 69-year streak of dividend increases, reflecting operational efficiency and growth in automation [25][26]. - **Parker-Hannifin**: Yield of 1%, has increased dividends for 69 consecutive years, with significant growth opportunities in a $145 billion market [27][30].

Core Insights - The article emphasizes the importance of consistent income generation through investments in high-yield equities and REITs, particularly focusing on STAG Industrial as a reliable option for income investors [1]. Group 1: Investment Strategy - The investment strategy revolves around resilient cash flows, capital allocation discipline, and sustainable dividend growth, which are critical for long-term total return [1]. - The author engages in fundamental research and maintains informal conversations with a network of analysts to refine investment ideas, ensuring they are conviction- and yield-driven [1]. Group 2: Personal Investment Approach - The author has a personal ritual of checking the performance of STAG Industrial on the first of every month, indicating a disciplined approach to monitoring investments [1]. - The article reflects a personal investment philosophy that prioritizes high-yield opportunities and emphasizes the importance of regular performance assessments [1].

Group 1 - The focus is on long-term growth and dividend growth investing, emphasizing the importance of profitability over low valuation [1] - The analysis prioritizes margins, free cash flow stability and growth, and returns on invested capital as key metrics for evaluating companies [1] - The approach involves thorough research of stocks within specific areas of competence, particularly high-quality companies [1]

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Core Insights - Federal Realty Investment Trust will announce its second quarter 2025 earnings on August 6, 2025, after market close [1] - A conference call will be held on the same day at 5:00 PM ET to discuss the earnings [1] Company Overview - Federal Realty is a leader in the ownership, operation, and redevelopment of high-quality retail-based properties, primarily in major coastal markets from Washington, D.C. to Boston and Northern and Southern California [2] - Founded in 1962, the company's mission is to achieve long-term, sustainable growth by investing in communities where retail demand exceeds supply [2] - The company has developed urban, mixed-use neighborhoods such as Santana Row in San Jose, Pike & Rose in North Bethesda, and Assembly Row in Somerville [2] - Federal Realty's portfolio includes 103 properties with approximately 3,500 tenants across 27 million commercial square feet and about 3,100 residential units [2] Financial Performance - Federal Realty has increased its quarterly dividends to shareholders for 57 consecutive years, marking the longest record in the REIT industry [3] - The company is a member of the S&P 500 index and its shares are traded on the NYSE under the symbol FRT [3]

Investor Presentation February 2024 ELS at a Glance ELS owns and operates the highest quality portfolio of manufactured home ("MH") communities, recreational vehicle ("RV") resorts, campgrounds and marinas in North America 1969 Year Founded 4,000 Employees S&P 400 Member 6,866% Total Return since IPO(1) • 1,895% S&P 500 • 1,514% Dow Jones Equity ALL REIT Index $17.3B Enterprise Value 337% Ten-Year Total Return(1) • 144% S&P 400 • 228% S&P 500 • 90% Dow Jones Equity ALL REIT Index 172,465 Sites 35 States + 1 ...

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Company Overview November 2023 The pathway to possible. PROPRIETARY PROPRIETARY | Dividend per Share(1) | $6.26 | | --- | --- | | Dividend Yield(1,2) | 6.4% | | Enterprise Value(2) | #егви | | Weighted Average Remaining Tenant Contract Term(3,4,5) | 6 Years | | Remaining Contracted Tenant Receivables(3,5) | | | Annualized Q4 Dividend Per Share(6) | | PROPRIETARY • • • >40K Towers Provide the critical foundation for coverage and capacity 1 ~115K Small Cells Enable additional network densification by offloadi ...