I am currently in the process of expanding my portfolio. Looking for REITs that have great fundamentals and future growth prospect, but are disliked by Mr. Market in the short-term. As a contrarian investor with a long-term horizon, my goal isI'm Luuk Wierenga, an economics teacher from the Netherlands with a strong passion for income investing. My investment journey began during the COVID-19 pandemic, and since then, I've specialized in identifying Real Estate Investment Trusts (REITs) that are temporarily ...

In this historically-obsessed S&P 500 market, I can make a strong case, albeit on a relative basis, for EWU, the largest ETF that tracks the US's former "boss" nation, the United Kingdom. OK, so its been nearly 250 years. But there's a history, a lot of cultural overlap, some enduringI'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden Investors Club, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditi ...

In my last take on Piedmont Realty Trust (NYSE: PDM ), I highlighted the core reasons why I was so bullish on the long-term prospects of this A-tier office REIT:I'm Luuk Wierenga, an economics teacher from the Netherlands with a strong passion for income investing. My investment journey began during the COVID-19 pandemic, and since then, I've specialized in identifying Real Estate Investment Trusts (REITs) that are temporarily out-of-favor with Mr. Market. As an educator, I use fundamental economic insights ...

CEF/ETF Income Laboratory服务 - 管理约8%收益率的封闭式基金(CEF)和交易所交易基金(ETF)组合，旨在简化收益投资 [1] - 服务特点包括：针对不同经验水平的主动和被动投资者，构建以安全可靠8%收益为目标的投资组合 [1] - 大多数持仓为月度派息产品，加速复利增长并提供稳定收入流 [1] - 提供24/7在线聊天和交易提醒等附加功能 [1] Vanguard Core Tax-Exempt Bond ETF (VCRM) - 主动管理型ETF，专注于高质量投资级市政债券 [1] - 提供税收优惠的3.6%股息收益率，绝对收益率较低 [1] 分析师背景 - 拥有固定收益交易员、金融分析师、运营分析师和经济学教授等多重职业经历 [2] - 具备跨市场和跨货币分析、交易及谈判固定收益证券(包括债券、货币市场和银行间贸易融资)的专业经验 [2] - 研究重点集中于股息、债券和收益基金，尤其擅长ETF领域 [2]

公司分析 - Simon Property Group作为房地产投资信托基金(REIT)受到广泛关注和报道 [1] - 公司管理良好 在市场波动时期是值得考虑的投资标的 [4] 行业分析 - 房地产投资信托基金(REITs)存在暂时被市场低估的情况 这为逆向投资和价值投资提供了机会 [2] - 采用基本面经济分析方法可以评估REITs的内在价值 [2] 投资策略 - 长期投资视角更适合REITs领域的投资 [2] - 逆向投资和深度价值投资策略适用于寻找被市场低估的REITs机会 [2] - 需要持续关注市场波动以把握最佳投资时机 [4]

公司服务 - 提供封闭式基金(CEF)和交易所交易基金(ETF)投资组合管理服务，目标为安全可靠的8%收益率[1] - 服务内容包括：针对主动和被动投资者的8%+收益率管理组合、可操作的收入和套利建议、CEF和ETF深度分析[2] - 拥有超过1000名会员的友好社区，专注于最佳收入投资理念[2] 团队背景 - 团队成员包括前财务顾问Nick Ackerman，拥有14年以上个人投资经验，曾持有Series 7和Series 66执照[3] - 团队由Stanford Chemist领导，与Juan de la Hoz和Dividend Seeker共同为会员提供专业级研究和套利策略[2] 产品特点 - 大部分持仓为月度派息产品，有助于加速复利和稳定收入流[2] - 服务涵盖收入投资和套利策略，旨在简化收入投资流程[1][2]

Sometimes, an analyst needs to explain himself. When we are talking about investing, there is not a "one size fits all" approach. So if I say that I am downgrading Brandywine Realty Trust (for now...) while at the same time increasing my positionI'm Luuk Wierenga, an economics teacher from the Netherlands with a strong passion for income investing. My investment journey began during the COVID-19 pandemic, and since then, I've specialized in identifying Real Estate Investment Trusts (REITs) that are temporar ...

投资服务与产品 - 专注于REITs、ETFs、优先股和"股息冠军"等资产类别，提供高达10%的优质股息收益率 [1] - 提供全面的研究、跟踪工具和投资组合，帮助会员获取可持续的投资组合收入、多元化和通胀对冲机会 [1][2] - 提供免费两周试用期，展示其独家收入导向型投资组合中的顶级投资理念 [2] 投资策略 - 对于希望保持增长导向但减少对"壮丽七股"依赖的投资者，可考虑投资于标普500指数以外的ETF，如基于罗素1000成长股指数的ETF [3] - 长期投资者分享CEFs、ETFs、BDCs和REITs等投资策略，帮助他人为退休做准备 [3] - 采用仅做多策略，并分享以现金担保看跌期权为主的期权交易策略 [3]

投资策略 - 投资策略专注于识别暂时被市场低估的房地产投资信托基金(REITs) 并利用基本面经济分析评估股票内在价值 [1] - 投资期限为长期 采取逆向投资和深度价值策略 [1] 投资组合 - 当前持有AHH股票的多头头寸 包括股票所有权、期权或其他衍生品 [2] 作者背景 - 作者为荷兰经济学教师 专注于收益型投资 投资生涯始于COVID-19疫情期间 [1]

投资组合管理 - 管理约8%收益率的封闭式基金(CEF)和交易所交易基金(ETF)投资组合 [1] - 投资组合针对主动和被动投资者 适合不同经验水平的投资者 [2] - 大多数持仓为月度派息产品 加速复利和稳定现金流 [2] 服务特点 - 提供24/7在线聊天和交易提醒服务 [2] - 专注于股息、债券和收益基金 特别强调ETF领域 [3] 团队背景 - 团队成员拥有固定收益交易员、金融分析师和经济学教授等多元背景 [3] - 具备跨市场和跨货币分析、交易固定收益证券的丰富经验 包括债券、货币市场和银行间贸易融资 [3]