Operation Chartstorm: Charts You Have To See This Week

Austin RogersInvesting GroupFollow5ShareSavePlay(14min)Comments(4)SummaryThe US faces a looming working-age population shortage, with net immigration sharply declining and birth rates falling, threatening future economic and real estate growth.Senior housing and healthcare REITs like WELL and CTRE are outperforming, reflecting the secular shift toward an old-age dominated economy and consumption patterns.The AI infrastructure capex boom is accelerating, benefiting semiconductor and tech hardware companies, while raising questions about the sustainability of private AI developers' cash burn.My buy list focuses on alternative asset managers and technology stocks, favoring scale, resilience, and exposure to alternative assets and tech hardware amid market volatility and demographic headwinds.Looking for a helping hand in the market? Members of High Yield Landlord get exclusive ideas and guidance to navigate any climate. Learn More » Klaus Vedfelt/DigitalVision via Getty Images There's a lot of attention being paid to the price of oil and the war in Iran and the Straight of Hormuz, and by much smarter people than me. I don't want to show you any charts about oil orThis article was written byAustin Rogers21.21K FollowersFollowAustin Rogers is a REIT specialist with a professional background in commercial real estate. He writes about high-quality dividend growth stocks with the goal of generating the safest growing passive income stream possible. Since his ideal holding period is "lifelong," his focus is on portfolio income growth rather than total returns. Austin is a contributing author for the investing group High Yield Landlord, one of the largest real estate investment communities on Seeking Alpha, with thousands of members. It offers exclusive research on the global REIT sector, multiple real money portfolios, an active chat room, and direct access to the analysts. Learn more.Analyst’s Disclosure: I/we have a beneficial long position in the shares of MAA, AHR, CTRE, ARES, BX, HTGC, TDIV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.