In an uncertain market, I stick to five core investing principles: stay the course, specialize, diversify, trust proven experts, and keep some cash. Dividend growth investing (DGI) remains my strategy, with a focus on reliable cash flow compounding and growing dividends to eventually replace labor income. I diversify beyond my real estate core by blending passive DGI ETFs and selecting active E...
Tariff risks are underappreciated by the market; persistently high tariffs could weigh on economic growth, and investor complacency is unwarranted. Slowing population growth and deportations threaten U.S. economic expansion, especially in labor-dependent sectors, as immigration is key to workforce and consumption growth. Utility-scale renewables remain resilient despite policy headwinds, with c...
The Big Beautiful Bill boosts defense, industrials, and manufacturing, but healthcare and some REITs face headwinds from Medicaid cuts and policy shifts. AI optimism and the new legislation are fueling a broad market rally, but I question if AI stocks are outpacing their earnings, signaling a potential bubble. The Magnificent 7 era is over; META, MSFT, NVDA, and AMZN are the new leaders, while ...
REITs are positioned for accelerating earnings growth in 2026-2027, with management teams expressing increased optimism despite ongoing macro uncertainties. Key investment themes include AI-driven data centers, senior housing benefiting from demographic trends, and residential REITs capitalizing on the housing shortage. REITs offer resilient cash flows, potential dividend growth, and superior c...
DOWNERS GROVE, III.--(BUSINESS WIRE)--InvenTrust Properties Corp. (“InvenTrust” or the “Company”) (NYSE: IVT) will report its second quarter 2025 earnings results on July 29, 2025, after the market closes. The Company's earnings release and any supplemental information will be posted on the Investor Relations section of the Company's website – www.inventrustproperties.com/investor-relations/. I...
Tariffs are directly fueling inflation, impacting both imported and domestic goods, and CFOs are increasingly concerned about the economic burden. Big Tech's momentum is driven by robust earnings growth, not just AI hype, so I don't see an AI bubble yet—valuations are rich but potentially justified. REITs are deeply out of favor despite improving fundamentals and attractive valuations; I see th...
Ninety-seven percent of InvenTrust Properties' tenants are concentrated in the Sun Belt, a strategic region for a retail REIT. IVT's profits have been stable in recent years, and it aims to maintain this growth. Its tenant portfolio is 68% occupied by large chains, providing solid financial support.
DOWNERS GROVE, III.--(BUSINESS WIRE)--InvenTrust Properties Corp. (NYSE: IVT) announced today that its Board of Directors declared a second quarter 2025 cash distribution of $0.2377 per share of common stock, which represents a 5% year-over-year increase. When annualized, this is equal to a rate of $0.9508 per share. This distribution will be paid on or about July 15, 2025, to stockholders of r...
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