Elevate Group’s Post

Middle market deal activity showed signs of improvement during 1H 2024. With this week's 50 bps rate cut, I would expect deal volumes to continue to increase throughout the remainder of 2024 and into 2025 as rates continue to decline, and the overall macroeconomic environment slowly improves.

Invest with Confidence: Uncover the Power of High-Yielding REITs! 🌟💰 🔍 Discover Three High-Yielding, Buy-Rated, and Liquid REITs for Stellar Dividends in 2024 Are you ready to turbocharge your Health Savings Account (HSA) investments and secure a prosperous future? Look no further! As a veteran Investment Advisor with a proven track record, I am here to guide you towards three extraordinary Real Estate Investment Trusts (REITs) that are set to deliver stellar dividends in 2024. 🏬 REIT #1: Top Healthcare Haven 🏥 Invest in happiness, investing in healthcare! This leading REIT specializes in healthcare-related properties, including hospitals, medical centers, and senior living communities. With a buy rating from industry experts, this high-yielding gem promises reliable income streams while contributing to the vital healthcare sector. 💪🩺 🏢 REIT #2: Commercial Oasis 🌴 Dive into a world of commercial real estate with this exceptional REIT. It owns and operates an array of premium office buildings, shopping centers, and industrial complexes across the nation. Their property portfolio boasts strong cash flows, ensuring substantial dividends for investors like you. 🏢✨ 🏘️ REIT #3: Residential Bliss 🏡 Your dreams of investing in residential real estate come true! This REIT focuses on multi-family units and single-family homes, providing stable rental income. With a buy rating and impressive growth potential, it is poised to deliver generous dividends that can support your financial goals and secure your family's future. 🏘️💰 ⭐ Take Action Now to Avoid the Fear of Missing Out! ⭐ Don't miss this golden opportunity to supercharge your HSA investments. Invest with confidence and seize the potential of these high-yielding REITs to grow your wealth. Reach out to me today to discuss the strategic steps needed to make a difference in your financial journey! 💼🚀 #HSA #Investing #Healthcare #Health #Family #Wellness #InvestWithConfidence 🌟💰

While REITs faced headwinds in 2023 due to concerns over inflation and uncertainties about interest rates, Nareit predicts their overall performance is expected to improve in 2024, citing general economic growth, favorable fundamentals in certain real estate sectors and the potential for increased demand for real estate assets as reasons for their optimistic outlook: https://bit.ly/4c2ambW #commercialrealestate #commercialrealestateinvesting #reits #investing #economicgrowth #realestatesector #2024outlook #interestrates

November Fed Cut Brings Relief? At Moody's CRE, we’re closely analyzing how this shift could affect different CRE sectors and investors’ outlooks. Whether you’re navigating loans, acquisitions, or asset management, understanding the broader economic ripple effects is crucial in positioning for what’s next. Explore the insights in our latest article to see how these changes might play into your CRE strategies:

Fed Week • Return To Office • Behind The Curve? REIT Daily Recap: https://lnkd.in/efA5-MCd Investors should brace for a frenetic week of market-moving news flow in the week ahead, highlighted by the U.S. Federal Reserve's Rate Decision on Wednesday. The Fed is expected to cut interest rates for the first time in 2020, but markets are split 50/50 on whether the Fed will initiate a single 25-basis point cut, or "go big" with a 50 basis point cut. Either way, investors will be focused on commentary from Fed Chair Powell and on updated economic projections, which include the closely watched "dot plots" showing the FOMC's forward interest rate guidance. Before the Fed's decision, we'll see Retail Sales data on Tuesday - a key look at the health of the U.S. consumer - which is expected to show a slowdown in August following a surprisingly strong report in July. We'll also see a busy slate of housing market data, providing a key look at the state of industry as the Fed ends its historically aggressive rate hiking cycle. We'll see Homebuilder Sentiment on Tuesday, which is expected to show that builder confidence rebounded slightly in September after a slow summer. On Wednesday, we'll see Housing Starts and Building Permits data, which his expected to also show a slight rebound after hitting post-pandemic lows last month. On Thursday, Existing Home Sales data is expected to show an annualized sales velocity of 3.85M in August - still hovering around three-decade lows, and considerably below the typical 5.0-5.5M range. REIT Academy & The Executive REIT Masterclass | The Daily REIT Beat Newsletter | Brad Thomas | #REITs #Dividends #Investing #Income #Yield #RealEstate #Housing #Stocks #Bonds #HighYield #DividendInvesting #IncomeInvesting #Diversification #Inflation #realassets #investment

After markets posted a strong first quarter, where does that leave investors now looking ahead? Please watch Andy Michael's video as he shares our latest thoughts around these top of mind questions: - Where do markets stand today? - What about inflation moving forward? - Is a market bubble forming? - What actionable ideas should investors be thinking about in Q2? If you or someone you know is asking these same top of mind questions, please contact us today at 615-370-1253. https://lnkd.in/gsqvqEhk

# Only put off until tomorrow what you are willing to die having left undone ## Seize the opportunity and invest in these high-performing REITs now! 💪💼 In Tuesday's trading session, an impressive 27 Real Estate Investment Trusts \(REITs\) reached their 52-week highs, accounting for 17% of the total 162 stocks. Interestingly, this number was four times the amount of stocks hitting new 52-week lows, which stood at 40. This surge in REIT performance highlights their potential as solid investment options. As a veteran Investment Advisor, I recommend considering the following three REITs that have been hitting new highs: 1. \*\*NVDA\*\* - This REIT demonstrates strong growth potential. With its focus on technology and innovation, NVDA stands poised to benefit from the evolving digital landscape. 2. \*\*IVT\*\* - IVT has been gaining momentum, with its diversified portfolio spanning various industries. Its strategic approach positions it for continued success. 3. \*\*FR\*\* - FR has consistently shown impressive results, backed by its commitment to quality real estate assets and robust financial management. By investing in these REITs, you can tap into the thriving real estate market and potentially grow your Health Savings Account \(HSA\). Don't miss out on this opportunity to secure your financial future and support your family's wellbeing. Act now to make the most of your investments and achieve your health and wealth goals. 🏦💰 #hsa #investing #healthcare #health #family #wellness

𝗠𝗮𝗿𝗸𝗲𝘁 𝗖𝗼𝗿𝗿𝗲𝗰𝘁𝗶𝗼𝗻𝘀: 𝗛𝗼𝘄 𝗧𝗼 𝗧𝘂𝗿𝗻 𝗧𝗵𝗲 𝗧𝗶𝗱𝗲 & 𝗙𝗶𝗻𝗱 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗶𝗻 𝗠𝗮𝗿𝗸𝗲𝘁 𝗖𝗼𝗿𝗿𝗲𝗰𝘁𝗶𝗼𝗻𝘀 🌧️🌧️ 🌧️🌧️ Market corrections are like changing seasons — they may feel unsettling, but they’re a natural part of the cycle. 🌾 Just as the monsoon refreshes the land, market corrections clear out the excesses, setting the stage for future growth. This is the perfect time for investors to reassess and strengthen their portfolios. Remember, corrections aren't permanent; they bring opportunities for those who look beyond the immediate dips. 🌟 So, what should you do now? Here are 𝟱 𝗦𝗺𝗮𝗿𝘁 𝗠𝗼𝘃𝗲𝘀 𝘁𝗼 𝗧𝘂𝗿𝗻 𝗮 𝗠𝗮𝗿𝗸𝗲𝘁 𝗖𝗼𝗿𝗿𝗲𝗰𝘁𝗶𝗼𝗻 𝗶𝗻𝘁𝗼 𝗬𝗼𝘂𝗿 𝗔𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲: 1️⃣ 𝗦𝘁𝗮𝘆 𝗜𝗻𝘃𝗲𝘀𝘁𝗲𝗱 & 𝗔𝘃𝗼𝗶𝗱 𝗣𝗮𝗻𝗶𝗰 𝗦𝗲𝗹𝗹𝗶𝗻𝗴 If a stock is down over 20% but still has solid fundamentals (steady sales, low debt, and good cash flow), hold on. Panic selling usually leads to regret. 🛑 2️⃣ 𝗥𝗲𝗮𝘀𝘀𝗲𝘀𝘀 𝗨𝗻𝗱𝗲𝗿𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗿𝘀 𝗶𝗻 𝗬𝗼𝘂𝗿 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 Review your portfolio for stocks that have been lagging for a year or more. If their fundamentals are weak, think about moving that money into better options. 3️⃣ 𝗙𝗼𝗰𝘂𝘀 𝗼𝗻 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 & 𝗩𝗮𝗹𝘂𝗲 Corrections can uncover hidden gems. Look for stocks with strong fundamentals — reasonable P/E ratios, high returns, and a solid balance sheet. These could be great buys at discounted prices. 💎 4️⃣ 𝗥𝗲𝗯𝗮𝗹𝗮𝗻𝗰𝗲 𝗬𝗼𝘂𝗿 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 Market ups and downs can shift your asset mix. Take this chance to rebalance and make sure it aligns with your risk level and long-term goals. 5️⃣ 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲 𝗧𝗮𝘅-𝗟𝗼𝘀𝘀 𝗛𝗮𝗿𝘃𝗲𝘀𝘁𝗶𝗻𝗴 If certain investments are significantly down, consider using those losses to offset gains elsewhere. It’s a strategic move to reduce your tax bill. 💡 ✨ 𝗣𝗿𝗼 𝗧𝗶𝗽: Just like the monsoon refreshes the land, corrections clean up the market and prepare it for future growth. Focus on the long term to come out even stronger. 🔄 𝘓𝘪𝘬𝘦𝘥 𝘵𝘩𝘦 𝘮𝘰𝘯𝘴𝘰𝘰𝘯 𝘦𝘹𝘱𝘭𝘢𝘯𝘢𝘵𝘪𝘰𝘯? 𝘓𝘪𝘬𝘦, 𝘴𝘩𝘢𝘳𝘦, 𝘢𝘯𝘥 𝘧𝘰𝘭𝘭𝘰𝘸 𝘧𝘰𝘳 𝘮𝘰𝘳𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯𝘴𝘪𝘨𝘩𝘵𝘴! #Investing #StockMarket #MutualFunds #MarketInsights #InvestingWisdom #LongTermGrowth #WealthBuilding

Q1 2024 Quartely Letter is out! Dive into the 6 C's with us. 1. Cuts in interest rates are not happening like investors were hoping for. 2. Consumers are under increasing pressure. 3. Commercial real estate is awful. 4. Concentration of the public stock market is at 40+-year highs. 5. Cash yields are higher than earnings yields which is usually a recipe for poor stock market returns. 6. Conflicts in the Middle East and Asia are the wild card. 🔗https://lnkd.in/gWy8xxkd

# Only put off until tomorrow what you are willing to die having left undone ## Cautiously optimistic outlook for Realty Income: Wall Street's perspective on the stock In a market where Realty Income's shares have fallen behind the broader trends, Wall Street analysts maintain a cautious yet optimistic view on the company's future potential. Despite the challenges faced over the past year, experts see room for growth and investment opportunities. Realty Income, a prominent player in the real estate industry, has experienced some setbacks recently. However, market analysts believe that these difficulties do not define the company's long-term prospects. With a focus on stability and consistent income generation, Realty Income remains an attractive option for investors looking to diversify their portfolios. It's important not to succumb to the Fear of Missing Out \(#FOMO\) when it comes to investing. Instead, take a proactive stance and evaluate the potential benefits of including Realty Income stock in your Health Savings Account \(#HSA\) portfolio. By considering this opportunity, you can align your investments with both financial and health-related goals. Investing in healthcare and wellness is not only beneficial for your family's well-being but also for your long-term financial stability. Take action now and explore the possibilities of including Realty Income in your investment strategy, leveraging the advantages of HSA accounts to maximize returns and ensure a secure future. #hashtags: #hsa #investing #healthcare #health #family #wellness #emojis: 💪💰📈🏥👨👩👧👦✨🌱