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Core Insights - The focus is on in-depth research of various companies across different sectors, particularly in commodities and technology, with a strong emphasis on metals and mining stocks [1] Group 1: Company Research - The company has over a decade of experience in researching a wide range of industries, including oil, natural gas, gold, copper, and technology firms like Google and Nokia [1] - The company has transitioned from writing a blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1] - The company expresses a particular interest in covering metals and mining stocks, while also being comfortable with sectors such as consumer discretionary/staples, REITs, and utilities [1]

BrightSpire Capital ( BRSP ) is trading at a large discount to book value and paying out a covered double-digit dividend yield that places the mortgage REIT ("mREIT") in a position to possibly outperform this year. BRSP is aThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-dividend tickers, R ...

Core Viewpoint - Four Corners Property Trust (FCPT) is strategically expanding its portfolio by acquiring properties with stable, long-term tenants, which is essential for maintaining consistent revenue and supporting growth [1][2][5]. Group 1: Acquisition and Strategy - FCPT has acquired a GreatWater 360 Auto Care property for $1.2 million, which is part of its strategy to enhance its market position [1][5]. - The acquisition aligns with FCPT's focus on investing in properties with reliable tenants, crucial for steady cash flow [2]. Group 2: Stock Performance - FCPT's stock is currently priced at $23.96, reflecting a slight increase of 0.17% from the previous trading day, with fluctuations between a low of $23.87 and a high of $24.18 during the day [3]. - Over the past year, the stock has ranged from a low of $22.78 to a high of $29.81, indicating resilience in the real estate market [3]. Group 3: Market Position - FCPT has a market capitalization of approximately $2.54 billion, positioning it as a significant player in the real estate sector [4][5]. - The trading volume of 1,211,274 shares today indicates active investor interest, emphasizing the company's relevance in the market [4].

Core Viewpoint - The article suggests that adding real estate investment trusts (REITs) to an investment portfolio can help mitigate volatility while potentially enhancing long-term growth and net gains [2][4]. REIT Overview - REITs are traded like stocks but focus on revenue-generating real estate, including various property types such as apartments, hotels, and office buildings [3]. - They are capital-intensive but are well-suited for reliable dividend payments, as they must distribute at least 90% of net profits to shareholders, avoiding corporate-level taxation on this income [4]. Performance Comparison - Over the past 10 years, the S&P 500 has averaged an annual net gain of 11.1%, while the FTSE Nareit All Equity REIT Index has only achieved 7.2% [6]. - In the last five years, the S&P 500's average total return is 15.3%, significantly outperforming the FTSE Nareit's 5.5% [6]. - However, over periods exceeding 20 years, the FTSE Nareit All Equity REIT Index has historically outperformed the S&P 500 [7]. Recommended REITs Realty Income - Realty Income owns over 15,500 retail properties with a market-leading occupancy rate of 98.7% and has paid monthly dividends for 55 years, increasing its quarterly payout for 28 consecutive years [9][11]. - Current market cap is $54 billion, with a dividend yield of 5.54% [10]. American Tower - American Tower operates approximately 42,000 tower sites in the U.S. and generated $2.7 billion in revenue during Q3 2025, marking a 7.7% year-over-year increase [13]. - The market cap is $79 billion, with a dividend yield of 4.04% [14]. Digital Realty Trust - Digital Realty Trust focuses on data centers, including those for artificial intelligence, and reported a 10% revenue increase to $1.6 billion in Q3 [17]. - The company is projected to grow significantly, with the data center infrastructure industry expected to expand at an average annual rate of 13.4% through 2034 [18]. - Current market cap is $54 billion, with a dividend yield of 3.08% [19].

Cost & Size Comparison - Both Vanguard Global ex-U.S. Real Estate ETF (VNQI) and iShares Global REIT ETF (REET) are low-cost options, with VNQI having a slightly lower expense ratio of 0.12% compared to REET's 0.14% [3][4] - VNQI has a total assets under management (AUM) of $3.53 billion, while REET has $4.33 billion [3] Performance & Risk Analysis - Over the past year, VNQI has outperformed REET with a return of 19.58% compared to REET's 6.65% [3][9] - In terms of risk, VNQI has a maximum drawdown of -35.76% over five years, while REET's maximum drawdown is -32.09% [5] - The growth of $1,000 invested over five years shows VNQI decreasing to $857, while REET increased to $1,053 [5][11] Portfolio Composition - REET, established in 2014, is the largest global real estate ETF by total assets, holding 377 assets with major positions in Welltower, Prologis, and Equinix, which together account for nearly 20% of its total assets [6] - VNQI focuses exclusively on non-U.S. real estate, primarily in developed international markets, with top holdings including Goodman Group, Mitsui Fudosan, and Mitsubishi Estate [7] - VNQI has a total of 742 holdings, with no single asset exceeding 4% of its weight, indicating a more diversified portfolio compared to REET [7] Dividend Yield & Payout - VNQI offers a higher dividend yield of 4.58% compared to REET's 3.62%, appealing to income-focused investors [3][4] - VNQI pays dividends annually, while REET pays quarterly, with REET having a higher payout ratio of 96% compared to VNQI's lower ratio, indicating a stronger commitment to returning profits to investors [11]

Core Insights - The article compares two leading U.S. REIT ETFs: Schwab U.S. REIT ETF (SCHH) and State Street SPDR Dow Jones REIT ETF (RWR), focusing on fees, yield, and fund history to guide investor choices [1][2]. Cost & Size Comparison - SCHH has a lower expense ratio of 0.07% compared to RWR's 0.25%, resulting in annual fees of $7 versus $25 for every $10,000 invested [3][8]. - SCHH has an AUM of $8.8 billion, significantly higher than RWR's $1.7 billion, which may provide greater liquidity for investors [3][9]. Performance & Risk Analysis - Over five years, a $1,000 investment in SCHH would grow to $1,141, while the same investment in RWR would grow to $1,180 [4]. - The maximum drawdown for SCHH is -33.26%, slightly worse than RWR's -32.56% [4]. Portfolio Composition - RWR tracks 102 U.S. REITs, with major holdings in Prologis, Welltower, and Equinix, accounting for over 24% of its assets [5]. - SCHH has a broader portfolio with 123 holdings, including similar top positions as RWR but with different weightings [5]. Yield Comparison - RWR offers a higher dividend yield of 3.78% compared to SCHH's 3.04%, appealing to income-focused investors [3][9].

Core Insights - The article compares two global real estate ETFs: FlexShares Global Quality Real Estate Index Fund (GQRE) and iShares Global REIT ETF (REET), focusing on their cost, performance, risk, and portfolio composition to help investors determine which ETF may better suit their needs [1] Cost & Size - GQRE has an expense ratio of 0.45%, which is three times higher than REET's 0.14% [2][3] - As of January 8, 2026, GQRE has a one-year return of 7.08% and a dividend yield of 4.66%, while REET has a one-year return of 6.65% and a dividend yield of 3.62% [2][3] - GQRE's assets under management (AUM) stand at $342.55 million, significantly lower than REET's $4.33 billion [2] Performance & Risk Comparison - Over the past five years, GQRE experienced a maximum drawdown of -35.08%, compared to REET's -32.09% [4] - An investment of $1,000 in GQRE would have grown to $1,032 over five years, while the same investment in REET would have grown to $1,053 [4] Portfolio Composition - REET, established in 2014, is the largest global real estate ETF, holding 377 assets, with top positions in Welltower, Prologis, and Equinix, which collectively account for about 20% of its total holdings [5] - GQRE, created in 2013, has 150 total holdings, focusing on higher-quality real estate assets, with its top three holdings being American Tower Corporation, Digital Realty Trust, and Public Storage [6] Investment Strategy - GQRE tracks the Northern Trust Global Quality Real Estate Index, selecting securities based on value, momentum, and quality factors, aiming for long-term capital appreciation while mitigating risk [7] - GQRE has outperformed REET in both 12-month and 5-year price gains, with its price approximately 20% higher since inception, while REET's price has only increased by 0.68% since 2014 [8][9]

Core Insights - The article discusses two prominent real estate ETFs, the Vanguard Global ex-U.S. Real Estate ETF (VNQI) and the Xtrackers International Real Estate ETF (HAUZ), which provide investors with exposure to international real estate markets outside the United States [2][4]. Cost & Size Comparison - HAUZ has an expense ratio of 0.10% and assets under management (AUM) of $951.9 million, while VNQI has an expense ratio of 0.12% and AUM of $3.53 billion [3]. - The one-year return for HAUZ is 21.27%, compared to VNQI's 19.63%, and the dividend yield for HAUZ is 4.34%, slightly lower than VNQI's 4.58% [3][4]. Performance & Risk Metrics - Over a five-year period, HAUZ experienced a maximum drawdown of -34.54%, while VNQI had a slightly higher drawdown of -35.76% [5]. - The growth of a $1,000 investment over five years would result in $891 for HAUZ and $876 for VNQI [5]. Fund Composition - VNQI holds 742 assets and focuses on global real estate excluding the U.S., with major holdings including Goodman Group, Mitsui Fudosan Co., Ltd., and Mitsubishi Estate Co., Ltd. [6]. - HAUZ, being three years younger, has nearly 300 fewer holdings than VNQI and excludes companies from Pakistan and Vietnam in addition to the U.S. [7]. Dividend Payout Frequency - HAUZ has historically paid dividends semiannually, resulting in two payments per year, while VNQI switched from quarterly to annual payments in 2023, offering a larger lump sum payment [9].

Core Viewpoint - The State Street Real Estate Select Sector SPDR ETF (XLRE) and iShares Select US REIT ETF (ICF) provide diversified access to U.S. real estate investment trusts (REITs), with notable differences in cost, yield, and performance metrics that investors should consider. Cost & Size Comparison - XLRE has an expense ratio of 0.08%, significantly lower than ICF's 0.32% [2] - XLRE's one-year return is 1.38%, compared to ICF's 0.97% [2] - XLRE offers a higher dividend yield of 3.45% versus ICF's 2.88% [2] - XLRE has assets under management (AUM) of $7.4 billion, while ICF has $1.9 billion [2] Performance & Risk Comparison - The maximum drawdown over five years for XLRE is 34.11%, slightly better than ICF's 34.75% [4] - The growth of $1,000 over five years is $1,111 for XLRE and $1,121 for ICF, indicating similar performance [4] Holdings Composition - ICF holds 34 U.S. REITs, focusing primarily on equity REITs, with major positions in Prologis, Welltower, and American Tower, which together account for about 25% of the fund [5] - XLRE also holds 34 assets but includes both REITs and S&P 500 companies involved in real estate, contributing to its higher AUM despite being younger than ICF by 14 years [6] Dividend Payout Analysis - XLRE has a payout ratio of 124.09%, indicating that its dividend payments exceed its earnings, which may raise sustainability concerns [9] - In contrast, ICF's payout ratio is 91.97%, aligning closely with the typical REIT requirement to distribute 90% of taxable income as dividends [9] - Investors are advised to monitor XLRE's upcoming quarterly dividend payment, expected around mid-March 2026, due to its high payout ratio [9]