Group 1 - The analyst has over 10 years of experience researching more than 1000 companies across various sectors including commodities and technology [1] - The focus has shifted from writing a blog to creating a value investing-focused YouTube channel, where hundreds of companies have been researched [1] - The analyst expresses a particular interest in metals and mining stocks, while also being comfortable with other industries such as consumer discretionary, REITs, and utilities [1]

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Group 1 - The article promotes iREIT on Alpha as a source for in-depth research on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] - It highlights the positive feedback from users, with 438 testimonials, most rated 5 stars, indicating high satisfaction with the service [1] Group 2 - The article includes a disclosure from the analyst stating a beneficial long position in several companies, which may influence the analysis presented [2] - It clarifies that the opinions expressed are those of the author and not influenced by compensation from any mentioned companies [2] Group 3 - Seeking Alpha emphasizes that past performance does not guarantee future results, indicating a cautionary stance on investment outcomes [3] - The platform notes that it does not provide personalized investment advice and that views expressed may not represent the entire organization [3]

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .From a real estate standpoint, he says, there’s no better bet than America. “It doesn’t matter the administration, doesn’t matter the president—it’s always the US.Analyst’s Disclosure:I/we have a beneficial long position in the shares of REXR either through stock ownership, opti ...

证券研究报告 | 行业周报 gszqdatemark 2025 08 24 年 月 日 房地产 C-REITs 周报——指数震荡下行，将迎大面积解禁潮 REITs 指数表现 本周中证 REITs 全收益指数下跌 1.74%。截至 8.22，本周（8.15-8.22， 下同）中证 REITs(收盘)指数下跌 1.87%，收于 838 点；中证 REITs 全收 益指数下跌 1.74%，收于 1062.1 点。本周沪深 300/恒生/中债十年期国 债/房地产(申万)/恒生地产建筑业/高速公路(申万)指数分别上涨 4.18%/ 上涨 0.27%/下跌 0.29%/上涨 0.50%/下跌 0.62%/上涨 0.16%。其中沪 深 300 本周涨幅最高，REITs 全收益指数排行第 7。 本年中证 REITs 全收益指数涨幅为 9.73%。截至 8.22，本年中证 REITs(收盘)指数涨幅为 6.13%，中证 REITs 全收益指数涨幅为 9.73%。 本年沪深 300/恒生/中债十年期国债/房地产(申万)/恒生地产建筑业/高速 公路(申万)指数分别上涨 11.26%/上涨 26.32%/下跌 0.79%/上涨 3. ...

Core Insights - The author has over 10 years of experience researching companies across various sectors, including commodities and technology, which provides valuable insights for readers [1] - The focus has shifted from writing a blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1] - The preferred sectors for coverage include metals and mining, along with comfort in consumer discretionary/staples, REITs, and utilities [1]

Core Insights - The author has over 10 years of experience researching companies across various sectors, including commodities and technology, which provides valuable insights for readers [1] - The focus has shifted from writing a blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1] - The preferred sectors for coverage include metals and mining, along with comfort in consumer discretionary/staples, REITs, and utilities [1]

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2025 年 8 月的国际资本市场呈现复杂多变的格局。随着美联储利率政策步入稳定期，三大主流投资品 类 —— 股票、债券、黄金均展现出独特走势。本文结合最新市场数据，梳理当前投资市场脉络。 在港股市场，生物医药板块延续强势表现。(1865.HK/7th) 作为基因编辑领域龙头，单周涨幅达 12.3% 创年内新高。同属医疗赛道的 (1865.HK/9nd) 凭借 AI 辅助诊断系统获欧盟认证，股价突破 50 港元关 口。值得关注的还有新晋上市的新能源企业 (1865.HK/3rd)，其钠离子电池量产进度超预期，吸引北水 资金持续流入。 债券市场呈现两极分化态势。美国十年期国债收益率维持在 3.2%-3.5% 区间震荡，而企业债市场出现明 显分层。高评级债券中 (1865.HK/8th) 发行的绿色债券超额认购达 5.7 倍，票面利率 4.15% 低于市场预 期。相比之下 (1865.HK/5ed) 的垃圾债收益率攀升至 9.8%，反映市场对房地产行业的持续担忧。 黄金价格突破每盎司 2200 美元大关，创历史新高。全球央行增持储备趋势未改，其中 (1865.HK/1st) 旗 下金矿宣布探明储量增加 28%，推 ...

Company Overview - Kimco Realty Corporation (NYSE: KIM) is a commercial Real Estate Investment Trust (REIT) with a portfolio of 566 properties focused on providing necessity-based goods and services to local communities [1] Investment Focus - The company emphasizes the importance of anchor and small shop properties within its portfolio, catering to essential consumer needs [1] Analyst Background - The analyst has over 10 years of experience researching various companies across multiple sectors, including commodities and technology, which enhances the quality of insights provided [1]