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 no secret that Agree Realty ( ADC ) is a well-run REIT that has many positives going for it. As such, it is a quality stock that should be accumulated o ...

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The recent stock market rally is beneficial for capital gains on existing positions, but caution is advised for new investments in highly valued sectors like technology [2] - The analyst expresses a preference for defensive stocks with a medium- to long-term investment horizon [2] Group 2 - The article emphasizes the importance of performing due diligence and drawing personal conclusions before making investment decisions [4] - Seeking Alpha clarifies that past performance does not guarantee future results and that no specific investment recommendations are provided [5]

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.Warren Buffett once said that the stock market is a vehicle for transferring wealth from the impatient to the patient. Those words of wisdom still ring true ...

Core Insights - The article emphasizes the strategy of investing in above-average companies at below-average prices, which has proven successful for Digital Realty Trust (NYSE: DLR) due to its strong leasing activity and revenue growth potential [2]. Group 1: Company Overview - Digital Realty Trust is highlighted for its robust leasing activity, indicating a strong demand for its services and potential for revenue growth [2]. Group 2: Investment Strategy - The focus is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging, which aligns with the investment philosophy of iREIT+HOYA Capital [1].

Group 1 - The article emphasizes the importance of income-focused investing, particularly in well-run REITs that can withstand adversity and emerge stronger [2] - National Health Investors (NHI) is highlighted as a defensive stock with a medium- to long-term investment horizon, appealing to investors seeking stability [2] - The service provided by iREIT+HOYA Capital focuses on sustainable portfolio income, diversification, and inflation hedging, catering to income-producing asset classes [1] Group 2 - The article does not provide specific financial metrics or performance data related to National Health Investors or other companies [4][5]

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]

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 LTC Properties (NYSE: LTC ) back in July 2024, highlighting its solid turnaround with improving occupancy rates, along ...

Group 1 - The article discusses COPT Defense Properties (NYSE: CDP), highlighting its stable cash flow and growth potential due to upcoming development projects [2] - The focus is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The author has a long position in CDP shares, indicating a positive outlook on the company's performance [3] Group 2 - The article emphasizes the importance of due diligence for readers before making investment decisions [4] - It notes that past performance is not indicative of future results, suggesting a cautious approach to investment [5]

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.Publicly traded stocks are a great way for everyday retail investors to accumulate wealth and income generation at bargain prices. That’s because private mar ...

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 top ideas across exclusive income-focused portfolios [1] Group 2 - Long-term investment opportunities may not be immediately apparent but can be revealed over time through compounding effects [2] - The article emphasizes the importance of individual research and due diligence before making investment decisions [3]