iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.It’s been a while since I last covered Acadia Realty Trust ( AKR ). In that article, I highlighted the value of its high-quality street level retail properti ...

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.It’s been a while since I last covered Acadia Realty Trust ( AKR ). In that article, I highlighted the value of its high-quality street level retail properti ...

Core Insights - The market is perceived as overvalued, indicated by the high P/E ratio of the S&P 500 and the 'Buffett Indicator' exceeding 200% [2] Group 1: Investment Focus - iREIT+HOYA Capital specializes in income-producing asset classes, aiming for sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment group targets dividend yields up to 10% and provides research on REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] Group 2: Market Conditions - Despite concerns about market overvaluation, there remains a focus on defensive stocks with medium- to long-term investment horizons [2]

Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes, aiming for sustainable portfolio income, diversification, and inflation hedging [1][2] Group 1: Investment Strategy - The investment strategy emphasizes high-yield, dividend growth opportunities, targeting dividend yields up to 10% [2] - The service provides research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] Group 2: Experience and Expertise - The team has over 14 years of investment experience and an MBA in Finance, focusing on defensive stocks with a medium- to long-term horizon [2] - The group aims to help investors achieve dependable monthly income and portfolio diversification [2]

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment group targets high-yield, dividend growth opportunities, with portfolios aiming for dividend yields up to 10% [2] - The service offers research on various investment vehicles including REITs, ETFs, closed-end funds, preferred stocks, and dividend champions [2]

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] - iREIT®+HOYA Capital is highlighted as a premier income-focused investing service that offers sustainable portfolio income, diversification, and inflation hedging [2][3] - The investment research provided includes strategies for trading options with a focus on cash-secured puts, aimed at helping investors prepare for retirement [3] Group 2 - The service offers a Free Two-Week Trial for potential investors to explore top ideas across exclusive income-focused portfolios [2] - The group aims to assist investors in achieving dependable monthly income and portfolio diversification [3]

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment group targets high-yield, dividend growth opportunities, aiming for dividend yields up to 10% [2] - The service offers research on various investment vehicles including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2]

Group 1 - The article emphasizes the importance of owning hard assets in an inflationary environment, as they provide reliable returns and are not easily replaceable [2] - The focus is on income-producing asset classes that offer sustainable portfolio income, diversification, and inflation hedging [1] Group 2 - The investment strategy highlighted is defensive in nature, targeting medium- to long-term horizons [2]

Group 1 - The market is currently favoring expensive stocks, with the S&P 500 trading at a forward PE of 25.5, indicating a preference for higher valuations [2] - This high valuation is not representative of most stocks, suggesting a divergence in market performance [2] Group 2 - iREIT+HOYA Capital focuses on income-producing asset classes, aiming for sustainable portfolio income, diversification, and inflation hedging [1]

Core Insights - The focus is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - Real estate is perceived as increasingly cheap compared to the overall expensive market, emphasizing the importance of return of money over return on money [2] Group 1: Investment Strategy - The investment strategy prioritizes defensive stocks with a medium- to long-term horizon [2] - The emphasis is placed on dividends as a reliable source of income, contrasting with unrealized gains in the market [2] Group 2: Analyst Position - The analyst holds a beneficial long position in KRG shares through various financial instruments [3] - The article reflects the analyst's personal opinions and is not influenced by compensation from external sources [3]