Not long ago, I had the chance to sit down and chat with Jay Hatfield at InfraCap Advisors and talk about the current market environment. I try to get a chance to speak with Jay several times a year as his insights into markets and the economy always add value and help shape a profitable approach to investing.

Jay runs two ETFs, Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and InfraCap REIT Preferred ETF (PFFR). I believe he is the best-preferred stock fund manager in the business today. During our discussion, Jay shared his thoughts on the current market for bank and insurance company preferred stocks. He also revealed his bullish outlook for Real Estate Investment Trust preferred stocks in the current environment.

Jay, as has often been the case. It is far more bullish on the prospects for REITs than the clickbait hunters who write headlines and sound bites for most financial media. His more bullish and usually correct viewpoint has helped him provide investors with high current income levels and solid total returns.

My discussion with Jay should point you toward some opportunities that most other investors are not considering.