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.Old economy stocks that generate meaningful cash flow from real assets continue to be out of favor, as the market continues to chase mega-cap names at specul ...

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.Now remains a great time to pick up quality names at dirt-cheap prices, especially when it comes to undervalued stocks in the pharmaceutical and real estate ...

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.Getting decent returns on money is a top-of-mind item for most investors. However, in a market that’s trading at speculative valuations, return of money may ...

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - NVIDIA reported earnings that exceeded both top and bottom line estimates, yet the stock price declined, indicating market limitations even for high-growth stocks [2] Group 2 - The article emphasizes the importance of due diligence and encourages readers to draw their own conclusions before making investment decisions [3] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the opinions of the platform as a whole [4]

Core Insights - CareTrust REIT (NYSE: CTRE) is currently positioned as a rare investment opportunity that offers both meaningful yield and high growth potential [2] Group 1: Company Overview - CareTrust REIT is identified as a company that is "firing on all cylinders," indicating strong operational performance [2] Group 2: Investment Focus - The focus of iREIT+HOYA Capital is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1]

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - A well-managed portfolio of REITs with strong value creation and growth potential is valuable for total return investors [2] Group 2 - The article emphasizes the importance of due diligence and independent conclusions for investment decisions [4][5]

Group 1 - The market is currently in a risk-on mode, with the S&P 500 and Nasdaq Composite Index nearing all-time highs [2] - The focus is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] Group 2 - The article emphasizes the importance of defensive stocks for medium- to long-term investment horizons [2]

Core Insights - Manufactured housing is recognized as an attractive asset class due to its steady revenue streams and strong tenant relationships [2] - Manufactured housing communities face less competition from new supply compared to Apartment REITs, enhancing their investment appeal [2] Industry Focus - The focus on income-producing asset classes, such as manufactured housing, offers opportunities for sustainable portfolio income, diversification, and inflation hedging [1] - The investment strategy emphasizes defensive stocks with a medium- to long-term horizon, aligning with the characteristics of manufactured housing [2]

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - Berkshire Hathaway has a significant cash reserve that is primarily invested in short-term U.S. Treasuries [2] Group 2 - The article emphasizes the importance of performing due diligence and drawing personal conclusions before making investment decisions [4][5]

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging opportunities [1] - The service offers a free two-week trial for potential investors to explore exclusive income-focused portfolios [1] Group 2 - The author emphasizes a defensive investment strategy with a medium- to long-term horizon, reflecting a preference for stocks that are less volatile [2]