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Green Street is the preeminent provider of actionable commercial real estate research, news, data, analytics, and advisory services in the U.S., Canada, and Europe. For nearly 40 years, Green Street has delivered unparalleled intelligence and trusted data on the public and private real estate markets, helping investors, banks, lenders, and other industry participants optimize investment and strategic decisions. The firm delivers exclusive market information, conclusion-driven insights, and predictive analytics through a SaaS platform.

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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 United States government. DEA pays a 10%+ dividend yield with a relatively healthy balance sheet - particularly for a small-cap office REIT.

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.

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VICI Properties Inc. (NYSE:VICI) is an S&P 500® experiential REIT specializing in the acquisition, ownership, and triple‑net leasing of premier casino, hospitality, and entertainment properties. As of January 31, 2025, the company’s diversified portfolio comprises 93 experiential assets spanning approximately 127 million square feet across the United States and Canada—including 54 gaming properties and 39 other venues—that feature over 60,300 hotel rooms along with more than 500 on‑site restaurants, bars, nightclubs, and sportsbooks.

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NewLake Capital Partners, Inc. is an internally-managed real estate investment trust that provides real estate capital to state-licensed cannabis operators through sale-leaseback transactions and third-party purchases and funding for build-to-suit projects.

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Infrastructure Capital Advisors, LLC (InfraCap) is an SEC-registered investment advisor based in New York City that manages a suite of ETFs and hedge funds. The firm primarily focuses on income-generating strategies by investing in sectors such as energy, real estate, transportation, industrials, and utilities.

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Strawberry Fields REIT, Inc (NYSE:STRW) is a self-managed REIT investment trust specializing in the acquisition, ownership, and triple-net leasing of skilled nursing facilities and other post-acute healthcare properties. As of January 31, 2025, the company's portfolio comprises 115 healthcare facilities with over 12,900 licensed beds across nine U.S. states, including 104 skilled nursing facilities, nine assisted living facilities, and two long-term acute care hospitals.

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Kimco Realty (KIM) is a publicly traded REIT specializing in owning and operating a portfolio of open-air shopping centers. Kimco owns interests in 567 properties across major metro markets in the United States, comprising approximately 101 million square feet of gross leasable area.

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Agree Realty Corporation (ADC) is a publicly traded Net Lease REIT that owns and operates a portfolio of 2,084 properties located in 49 states and containing approximately 43.2 million square feet of gross leasable area.

Hoya Capital

NewLake Capital Partners, Inc. is an internally-managed real estate investment trust that provides real estate capital to state-licensed cannabis operators through sale-leaseback transactions and third-party purchases and funding for build-to-suit projects.