Group 1 - The focus is on income-producing asset classes such as REITs, ETFs, Preferreds, and 'Dividend Champions' that target premium dividend yields up to 10% [1][3] - The iREIT®+HOYA Capital service aims to provide sustainable portfolio income, diversification, and inflation hedging for investors [2][3] - The investment research covers various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions, helping investors achieve dependable monthly income [3]

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 market is viewed as a place for stocks rather than a traditional stock market, indicating opportunities for both bull and bear markets [2] - The focus is on defensive stocks with a medium- to long-term investment horizon [2] Portfolio Offerings - iREIT+HOYA Capital provides research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] - The service aims to help investors achieve dependable monthly income and portfolio diversification [2]

Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes, aiming for sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment strategy emphasizes high-yield, dividend growth opportunities, particularly in defensive stocks with a medium- to long-term horizon [2] Group 1: Investment Strategy - The service provides investment research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] - Income-focused portfolios target dividend yields up to 10%, catering to investors seeking dependable monthly income [2] Group 2: Market Perspective - Stocks are perceived as expensive on a market-cap-weighted basis, yet opportunities for bargains exist in both bull and bear markets [2] - The approach is characterized as a market for stocks rather than a traditional stock market, highlighting the importance of stock selection [2]

Core Insights - Grant Cardone challenges conventional financial advice regarding retirement, emphasizing the need to rethink outdated beliefs about saving and retirement age to achieve financial goals [1][2]. Group 1: Retirement Misconceptions - The first misconception is the belief that retirement years are "golden years," which Cardone argues is unrealistic due to physical limitations that often arise with age [4]. - The second misconception is the idea that one should save a lump sum in retirement accounts, whereas Cardone advocates for the necessity of cash flow during retirement instead [5]. Group 2: Financial Planning for Retirement - Cardone stresses the importance of having cash flow in retirement to cover expenses, travel, and long-term care, rather than relying solely on retirement accounts or Social Security [5][6]. - He highlights the significant cost of long-term care, which can average around $7,800 per month, indicating that many people underestimate this expense in their retirement planning [6]. Group 3: Investment Strategy - Instead of traditional retirement savings, Cardone recommends investing in income-producing assets to ensure a steady cash flow during retirement [6].

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The current trend in cryptocurrencies, particularly Bitcoin, is noted, with its price hovering near all-time highs, indicating renewed interest in this volatile asset class [2] - The emphasis is placed on investing in dividend-paying stocks within the 'real economy' that are easier to understand, suggesting a preference for defensive investment strategies [2] Group 2 - The article does not provide specific financial advice or recommendations, emphasizing the importance of due diligence for readers [4][5] - There is a disclosure regarding the author's beneficial long position in AM shares, indicating a personal investment interest [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 - The stock market is viewed as a mechanism for transferring wealth from the impatient to the patient, emphasizing the importance of a long-term investment horizon [2] - The focus is on defensive stocks suitable for medium- to long-term investment strategies [2]

Core Insights - Caliber is focusing on sustainable profitability and has narrowed its strategy to emphasize hospitality, multifamily, and multi-tenant industrial real estate [3][5] - The company reported a platform revenue of $3.5 million for Q1 2025, down from $4.7 million in Q1 2024, with a platform net loss of $4.1 million compared to a loss of $3.6 million in the prior year [7][15] - Recent partnerships and projects, including a collaboration with Hyatt and the approval of a redevelopment project, are expected to enhance future performance [4][8] Financial Highlights - Platform revenue decreased to $3.5 million in Q1 2025 from $4.7 million in Q1 2024, with asset management revenue also at $3.5 million [7][22] - The platform net loss was $4.1 million, or $3.59 per diluted share, compared to a net loss of $3.6 million, or $3.30 per diluted share in the previous year [7][15] - Total consolidated revenue fell to $7.3 million from $23.0 million, primarily due to the deconsolidation of certain entities [15][29] Business Developments - Caliber announced a partnership with Hyatt to develop 15 new Hyatt Studios hotels across several states, which is seen as a strategic advantage [4][8] - The company launched a 1031 Exchange Program aimed at providing tax-deferral benefits for real estate investors [8] - The Phoenix City Council approved Caliber's Canyon Village redevelopment project, converting a distressed office building into a multifamily residential building [8] Asset Management Performance - The fair value of assets under management (AUM) increased to $830.8 million as of March 31, 2025, up from $794.9 million at the end of 2024 [24][28] - The company reported a total asset management revenue of $3.5 million for Q1 2025, down from $4.6 million in Q1 2024 [22][31] - The platform adjusted EBITDA loss was $1.4 million, an improvement from a loss of $1.7 million in the previous year [7][48]

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]