Group 1 - The article discusses the strategy of expanding a portfolio by focusing on Real Estate Investment Trusts (REITs) that have strong fundamentals and future growth prospects but are currently undervalued by the market [1] - The author emphasizes a contrarian investment approach, targeting REITs that are temporarily out-of-favor, indicating a long-term investment horizon [1] - The investment philosophy is rooted in fundamental economic insights to assess the intrinsic value of stocks, particularly in the context of income investing [1]

To see all that our exclusive membership has to offer, sign up for a free trial by clicking on the button below! At the CEF/ETF Income Laboratory , we manage closed-end fund ( CEF ) and exchange-traded fund (ETF) portfolios targeting safe and reliable ~8% yields to make income investing easy for you. Check out what our members have to say about our service. NEOS Nasdaq-100 High Income ETF (NASDAQ: QQQI ) does exactly as its name would suggest, provide a high 'income' to investors. The fund's latest distribu ...

In this historically-obsessed S&P 500 market, I can make a strong case, albeit on a relative basis, for EWU, the largest ETF that tracks the US's former "boss" nation, the United Kingdom. OK, so its been nearly 250 years. But there's a history, a lot of cultural overlap, some enduringI'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden Investors Club, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditi ...

Group 1 - The article expresses a bullish outlook on Piedmont Realty Trust (NYSE: PDM), emphasizing its long-term prospects as an A-tier office REIT [1] - The author specializes in identifying Real Estate Investment Trusts (REITs) that are currently out-of-favor, indicating a contrarian investment strategy [1] - The investment approach is based on fundamental economic insights to assess the intrinsic value of stocks, with a focus on long-term investment horizons [1]

To see all that our exclusive membership has to offer, sign up for a free trial by clicking on the button below! Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in thi ...

PIMCO Dynamic Income Fund (NYSE: PDI ) is a closed-end fund that aims to provide attractive total returns from its blending portfolio of income securities. An income fund like PDI can be a great way to offset the volatility and Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer p ...

Core Insights - Current market conditions are favorable for income investors due to the abundance of income funds available for wealth compounding and creating secondary income streams [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 approach focuses on high-quality dividend stocks and assets with long-term growth potential, which can significantly contribute to bill-paying capabilities [1] - The hybrid system developed allows for capturing total returns that align with the performance of the S&P index, indicating a balanced strategy between growth and income [1]

Group 1 - The Vanguard Core Tax-Exempt Bond ETF (BATS: VCRM) is an actively-managed ETF that focuses on high-quality, investment-grade municipal bonds, offering a tax-advantaged dividend yield of 3.6% [1] - The CEF/ETF Income Laboratory manages portfolios targeting safe and reliable yields of approximately 8%, utilizing high-yield opportunities in the closed-end fund and ETF space [1] - The majority of holdings in the CEF/ETF Income Laboratory are monthly payers, which facilitates faster compounding and provides steady income streams [1] Group 2 - Juan de la Hoz has extensive experience in fixed income trading, financial analysis, and operations, with a focus on dividend, bond, and income funds, particularly ETFs [2]

Core Insights - Simon Property Group (NYSE: SPG) is a well-regarded Real Estate Investment Trust (REIT) that is popular among investors and frequently covered in financial discussions [1]. Group 1: Company Overview - Simon Property Group is recognized for its strong management and is considered a sensible investment during periods of market volatility [4]. Group 2: Investment Strategy - The investment approach focuses on identifying REITs that are temporarily undervalued, with a long-term horizon and a contrarian strategy aimed at deep-value opportunities [2].

Group 1 - The CEF/ETF Income Laboratory manages closed-end fund (CEF) and exchange-traded fund (ETF) portfolios targeting safe and reliable yields of approximately 8% [1][2] - The service offers managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of CEFs and ETFs, catering to both active and passive investors [2] - The community consists of over a thousand members focused on finding the best income ideas, with a majority of holdings being monthly-payers to enhance compounding and smooth income streams [2] Group 2 - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on CEFs and ETFs [3]