I remain committed to dividend growth investing, adapting my strategy to balance growth, yield, and defensiveness amid demographic and economic shifts. My 'galley ship' portfolio model uses ballast (cash), rowers (compounders), and sails (high-yielders) to optimize for both income growth and stability. Recent portfolio adjustments focus on defensive, recession-resistant stocks and ETFs, emphasi...
InvenTrust Properties (IVT 0.25%), a retail-focused real estate investment trust (REIT) concentrated in the Sun Belt, released its earnings for the second quarter of fiscal 2025 on July 29, 2025. Core Funds From Operations (FFO) per diluted share was $0.44 -- just above the comparable $0.43 a year ago and narrowly missing analysts' expectations.
InvenTrust Properties Corp. (NYSE:IVT ) Q2 2025 Earnings Conference Call July 30, 2025 10:00 AM ET Company Participants Christy L. David - COO, Executive VP, General Counsel & Corporate Secretary Dan Lombardo - Vice President of Investor Relations Daniel Joseph Busch - CEO, President & Director Michael Douglas Phillips - Executive VP, CFO & Treasurer Conference Call Participants Andrew Reale - ...
DOWNERS GROVE, Ill.--(BUSINESS WIRE)--InvenTrust Properties Corp. (“InvenTrust” or the “Company”) (NYSE: IVT) today reported financial and operating results for the quarter ended June 30, 2025. For the three months ended June 30, 2025 and 2024, the Company reported Net Income of $95.9 million, or $1.23 per diluted share, and Net Income of $1.5 million, or $0.02 per diluted share, respectively. ...
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...
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