Hoya Capital

Easterly Government (DEA) is a small-cap office REIT ($1.1B market-cap) with a unique focus on properties leased to U.S. government agencies. DEA owns 90 properties across a national footprint, with 99% of leases backed by the U.S government. Founder and Chairman Darrell Crate joins the Hoya Hotseat to discuss the company's strategy of tailoring facilities to meet the unique needs of each US Government agency. He notes the steady growth nature of government spending, particularly for mission-critical activities and shared Easterly's journey, starting as a private equity business in 2009 and going public in 2015.

Hoya Capital

VICI Properties (NYSE: VICI) is the largest owner of casino and gaming real estate assets in North America, with interests in 93 experiential assets, including 54 casinos - including Caesars Palace, MGM Grand, the Venetian Resort - and 39 other experiential properties across the United States and Canada. The 127M SF portfolio - fully occupied under long-term triple-net leases - features 60,300 hotel rooms and over 500 restaurants. VICI's CEO Edward Pitoniak joins the Hoya Hotseat to discuss the opportunities it sees in the gaming sector, and the firm's rapid growth since its 2017 IPO, becoming the fastest REIT to ascend into the S&P 500 Index.

Financial Advisor | By Christopher C. Williams

The companies driving the record surge in stocks might be peddling artificial intelligence products, but the impact they’re having on the market and investor sentiment is very real. The Standard & Poor’s 500 has soared past 5,000, and the supersonic performance of companies such as chipmaker Nvidia has financial advisors fielding calls from clients eager to jump on the next big tech thing.

“We really don’t get many calls from clients when the market’s plunging,” said Greg Halter, director of research at Carnegie Investment Counsel in Cleveland. “We get calls when the market is strong, and they’re like, ‘Why don’t you buy more of this stock?’ Nvidia. That kind of stuff.”

Halter’s advice to those pining for high-flying stocks: Curb your enthusiasm.

Hoya Capital

Mid-America (NYSE:MAA) is the largest apartment owner in the United States by quantity of units, with ownership interest in over 100,000 units across 16 states. MAA focuses primarily on Sunbelt and Mid-Atlantic markets, and typically owns garden-style and low-rise communities in the "Class B+" quality tier, with average monthly rents of around $1,700. Listed on the NYSE since 1994, MAA is included in the S&P 500 and is one of just eight REITs with an S&P credit rating of A/A-. Chairman and CEO Eric Bolton joins the Hoya Hotseat to discuss the company's evolution into the largest apartment owner in the country, the compelling demand fundamentals for Sunbelt multifamily, the changing demographics of apartment renters, and its three-decade track record of growing its dividend.