| Ticker | Name | Current thesis | Research | Seen in | Total $k |
|---|---|---|---|---|---|
| ADC | Agree Realty | One of the stronger net-lease platforms: high-quality retail tenants, disciplined underwriting, monthly dividend, earnings +7% and raised investment guidance; watch cost of capital and overpaying for growth. | QT · SA · STK · FA | 2026-SEP-16 | — |
| AMT | American Tower | The contrarian bucket: the 800-lb gorilla tower franchise in an out-of-favor sector — a good holding to own while nobody wants it; watch FX, carrier consolidation, leverage. | QT · SA · STK · FA | 2026-SEP-16 | — |
| APLE | Apple Hospitality REIT | A Hoya pick: select-service hotels with very low leverage for lodging; every hotel REIT raised guidance after Q2, so lodging moves into position for 2027. | QT · SA · STK · FA | 2026-SEP-16 | — |
| EGP | EastGroup Properties | Core holding: infill shallow-bay industrial in high-growth markets, ~13% dividend hike — but rich, and the Sun Belt concentration is the real risk. | QT · SA · STK · FA | 2026-SEP-16 | — |
| EQIX | Equinix | Mission-critical interconnection/data-center platform with an Nvidia tie-in — great business, but valuation after a big run is the biggest drawback. | QT · SA · STK · FA | 2026-SEP-16 | — |
| EXR | Extra Space Storage | Suggested add: self-storage as a complement to residential REIT holdings. | QT · SA · STK · FA | 2026-SEP-16 | — |
| HOMZ | Hoya Capital Housing ETF | Hoya's housing ETF — the housing-scarcity / elevated-mortgage-rate thesis (owns Invitation Homes). | QT · SA · STK | 2026-SEP-16 | — |
| INVH | Invitation Homes | Leading single-family-rental platform as a housing-scarcity solution; ~97% occupied, regulatory scrutiny behind it; owned in Hoya's HOMZ. | QT · SA · STK · FA | 2026-SEP-16 | — |
| LAMR | Lamar Advertising | Duopoly billboard franchise — unbuildable assets, digital conversion in its favor; an income play with recession and leverage risk. | QT · SA · STK · FA | 2026-SEP-16 | — |
| MAA | Mid-America Apartment Communities | Top-quality Sun Belt apartments working through the supply glut — “the worst is behind us”; Hoya holds it for 2027 tailwinds. | QT · SA · STK · FA | 2026-SEP-16 | — |
| PLD | Prologis | The benchmark industrial REIT — A-rated balance sheet, embedded rent growth, growing data-center platform; “absolutely a core holding” despite a premium. | QT · SA · STK · FA | 2026-SEP-16 | — |
| PSA | Public Storage | Suggested add alongside Extra Space for self-storage exposure. | QT · SA · STK · FA | 2026-SEP-16 | — |
| REG | Regency Centers | The premier grocery-anchored shopping-center REIT (occupancy ~97%, cash spreads +10%) — core holding, but at a premium, so a watch-list add. | QT · SA · STK · FA | 2026-SEP-16 | — |
| RIET | Hoya Capital High Dividend Yield ETF | His own ~100-name REIT ETF — the diversified alternative to anchoring on a single REIT, catching each subsector's place in the cycle. | QT · SA · STK | 2026-SEP-16 | — |
| SUI | Sun Communities | One to watch: simplifying into a US manufactured-housing story after exiting the UK; RV cyclicality and new-management credibility to prove. | QT · SA · STK · FA | 2026-SEP-16 | — |
| VTR | Ventas | Suggested add: senior-housing/healthcare exposure to diversify a REIT book overweight residential and industrial. | QT · SA · STK · FA | 2026-SEP-16 | — |
| WELL | Welltower | Suggested add alongside Ventas for senior-housing/healthcare exposure. | QT · SA · STK · FA | 2026-SEP-16 | — |
| Ticker | Name | Current thesis | Research | Seen in | Total $k |
|---|---|---|---|---|---|
| AVB | AvalonBay Communities | Context: the Equity Residential–AvalonBay deal behind Sun Communities' CFO hire. | QT · SA · STK · FA | 2026-SEP-16 | — |
| BRK.B | Berkshire Hathaway | Context: a former Lamar holder — “boring is good.” | QT · SA · STK · FA | 2026-SEP-16 | — |
| BRX | Brixmor Property Group | Shopping-center peer in the anchor-backfill discussion; no current warning signs. | QT · SA · STK · FA | 2026-SEP-16 | — |
| EQR | Equity Residential | Context: its former CFO joined Sun Communities after the AvalonBay deal closed. | QT · SA · STK · FA | 2026-SEP-16 | — |
| KIM | Kimco Realty | Grocery-anchored peer; anchor-backfill risk is perennial but not showing up now. | QT · SA · STK · FA | 2026-SEP-16 | — |
| MAR | Marriott International | Context: the flag on APLE's hotels — brand capital requirements can lean on the REIT's margins. | QT · SA · STK · FA | 2026-SEP-16 | — |
| NVDA | Nvidia | Context: Jensen Huang keynoted Equinix's investor day — the Nvidia relationship behind the data-center story. | QT · SA · STK · FA | 2026-SEP-16 | — |
| O | Realty Income | The concentration cautionary tale: the advisor's default REIT — relying on one name leaves sector and geographic exposure on the table. | QT · SA · STK · FA | 2026-SEP-16 | — |
| PECO | Phillips Edison & Co. | Grocery-anchored peer (Phillips Edison) in the anchor-backfill discussion; no current warning signs. | QT · SA · STK · FA | 2026-SEP-16 | — |
| Ticker | Name | Current thesis | Research | Seen in | Total $k |
|---|
Grounded in his own description on 2026-SEP-16.
| Offering | What it is | How he runs it | Seen in the index |
|---|---|---|---|
| Research platform | REIT coverage across all 20+ subsectors. | Top-down/bottom-up, macro and micro; three-bucket portfolio construction with sector (20–25%) and position (8–12%) caps; Hoya "picks" (e.g. APLE). | APLE, MAA, PLD, REG, EGP |
| REIT ETF (RIET) | ~100 REITs, diversified coast to coast across subsectors. | The diversified alternative to a single-REIT anchor, catching each subsector's place in the cycle. | RIET |
| Housing ETF (HOMZ) | Housing-sector ETF. | Built around the housing-scarcity thesis; owns single-family-rental names. | HOMZ, INVH |
| The REIT Beat / REIT TV | Daily REIT-headlines newsletter and video channel. | Free education and daily news flow on the REIT industry. | — |
How it serves retail investors:
One dated page per appearance — each has its stock table (when securities are named), talking points, and the saved transcript. Newest first.
| Date | Title / analysis page | Show | Link | Transcript | Actionable insights |
|---|---|---|---|---|---|
| 2026-SEP-16 | I Exposed My Entire REIT Portfolio… Then Asked an Expert to Roast It | Dividend Stockpile | ▶ YouTube | transcript | insights |
Appearances not yet processed — newest first. None queued yet.
For personal study — not investment advice. Source material © Dividend Stockpile / Hoya Capital.