Core Insights - National Health Investors (NHI) has shown significant improvement over the past year, transitioning to a SHOP-oriented model, indicating potential investment opportunities [1] Group 1: Company Performance - NHI's stock has increased notably over the past year, reflecting the company's active recovery and improvement efforts [1] Group 2: Analyst Background - The analyst has over a decade of experience researching various industries, including commodities and technology, which enhances the quality of insights provided [1] - The analyst has transitioned from writing a blog to a value investing-focused YouTube channel, indicating a shift in content delivery and audience engagement [1]

I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s D ...

I've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortabl ...

Start the year with a stronger portfolio. To mark the beginning of 2026, we are offering new members $100 off plus a 30-day money-back guarantee at High Yield Landlord. If you have ever been on the fence, now is an ideal time to join. We have just released our Top Picks for 2026 , and with this offer, you have everything to gain and nothing to lose.With regular stocks, I feel like I'm completely at the mercy of the market, and I don't like it. It feels muchOne of the main reasons why I invest so heavily in ...

Equity LifeStyle Properties, Inc. (NYSE:ELS) is included among the 14 Best Mid Cap Dividend Aristocrat Stocks to Buy Now. UBS Sees 9%–11% REIT Returns in 2026, Trims Equity LifeStyle (ELS) Price Target Photo by NeONBRAND on Unsplash On January 8, UBS cut its price target on Equity LifeStyle Properties, Inc. (NYSE:ELS) to $67 from $77, while keeping a Buy rating on the stock. In its note, UBS said 2026 could shape up as an important turning point for REITs. The firm expects total returns of roughly 9%–1 ...

REIT Performance REITs finished 2025 in the red with a -1.48% December total return. REITs underperformed the broader market, falling short of slightly stronger returns from the Dow Jones Industrial Average (+0.92%), S&P 500 (+0.06%) and NASDAQ (-0.09%). The market cap weighted Vanguard Real Estate ETF (VNQ) fell short of the average REIT in December (-2.24% vs. -1.48%), but substantially outperformed over the full year (+3.26% vs. -3.57%). The spread between the 2026 FFO multiples of large cap REITs (15.9x ...

Group 1 - VICI Properties has underperformed since being rated a Buy in early July, despite the booming economy in Las Vegas [1] - The focus is on analyzing undervalued companies with strong fundamentals and cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - Energy Transfer is highlighted as a previously overlooked company that now shows potential for substantial returns [1] Group 2 - The analyst expresses a preference for long-term value investing while also engaging in deal arbitrage opportunities [1] - There is a clear aversion to investing in high-tech businesses and certain consumer goods, with a preference for more traditional products [1] - The article aims to connect with like-minded investors and build a community focused on informed decision-making and superior returns [1]

Four Corners Property Trust, Inc. ( FCPT ) offers a solid way to diversify away from the big names in the restaurant and retail REITs, with a strong and sustainable ~6.1% dividend, relatively low leverage, and anI've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided t ...

Group 1 - The real estate asset class has significantly underperformed compared to the market and other income-oriented sectors since the pandemic began [1] - Other income-oriented areas that have outperformed real estate include Business Development Companies (BDCs), Master Limited Partnerships (MLPs), infrastructure, and covered calls [1] Group 2 - Roberts Berzins has over ten years of experience in financial management, focusing on helping corporates with financial strategies and large-scale financings [2] - He has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [2] - His work includes developing national State-Owned Enterprise (SOE) financing guidelines and frameworks for channeling private capital into affordable housing [2] - Berzins holds a CFA Charter and an ESG investing certificate, and has experience with the Chicago Board of Trade [2]

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.2026 has gotten off to a great start for the overall market, but most REITs have yet to catch a bid. This is despite potential catalysts on the horizon, part ...