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The S&P 500 delivered a strong 2025, driven by Big Tech, but are valuations stretched—and where should investors look next? We make the case that REITs could be one of the most compelling asset classes of 2026, while sharing selective growth and income ideas across stocks, utilities, and even options strategies.
 

00:31:38

Timestamps:

• 0:00 – Why 2026 could be a breakout year for REITs and real assets
• 1:27 – 2025 market performance and lessons investors should learn
• 2:40 – Valuation debate around mega-cap growth leaders
• 4:30 – The framework behind the team’s top 2026 investment picks
• 5:14 – Crypto volatility, selloffs, and income-focused exposure strategies
• 7:15 – How to build diversified income across multiple asset classes
• 8:40 – Why REITs may rotate from worst- to best-performing sector
• 12:01 – First REIT pick: defensive income, scale, and balance-sheet strength
• 15:56 – Second REIT pick: premium demographics and long-term dividend growth
• 19:38 – First stock pick: undervalued growth with improving fundamentals
• 24:17 – Second stock pick + bonus stock: defensive income and opportunistic upside

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