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TRADE ALERT - Core Portfolio March 2026
A controversial REIT-like business faces legal turmoil, yet insiders double down. Is this crisis masking one of the most asymmetric setups in today’s…
Mar 24
•
Jussi Askola, CFA
10
MARKET UPDATE - $100 Oil: Why We Are Not Worried
Oil spikes to $100, recession fears rise, but the data tells a different story. Here is why we stay bullish despite the panic.
Mar 23
•
Jussi Askola, CFA
7
Interview With Bill Chen, Managing Partner Of Rhizome Partners
A top REIT investor shares why this may be a once-in-a-decade opportunity, plus where he is finding the most mispriced assets today.
Mar 20
•
Jussi Askola, CFA
14
1
Interview With Agree Realty Corporation (Buy Rating Reaffirmed)
After teaching at the University of Michigan and touring Agree Realty’s HQ, I walked away with 6 eye-opening lessons on net lease REITs most investors…
Jan 26
•
Jussi Askola, CFA
7
7
MARKET UPDATE - AI Is Coming For Most Stocks, But Not REITs
AI is no longer just a growth tailwind. It is quietly destroying moats, crushing valuations, and software may only be the first domino to fall.
Feb 9
•
Jussi Askola, CFA
4
2
1
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TRADE ALERT - Core Portfolio March 2026
A misunderstood market leader just sold off, but its transformation could unlock explosive cash flow growth and major upside over the next 5 years.
Mar 18
•
Jussi Askola, CFA
12
1
Earnings Update: Retail REITs (Q4 2025)
Retail REITs are quietly thriving, but not for the reasons you think. One overlooked name stands out today, with multiple hidden catalysts ahead.
Mar 17
•
Jussi Askola, CFA
4
Earnings Update: Net Lease REITs (Q4 2025)
Falling rates are fueling a powerful rebound in net lease REITs, but not all are equal. We break down four names and reveal where the best opportunity…
Mar 16
•
Jussi Askola, CFA
9
1
Earnings Update: Healthcare REITs (Q4 2025)
Healthcare REITs are rebounding as fundamentals improve, but one segment still trades at a deep discount. Here is where the best opportunity may be…
Mar 13
•
Jussi Askola, CFA
9
Interview With FrontView REIT (Watchlist Addition)
After visiting Agree Realty’s headquarters, I discovered a smaller, overlooked REIT with a similar strategy but a far cheaper valuation and surprising…
Mar 12
•
Jussi Askola, CFA
8
1
TRADE ALERT - International Portfolio March 2026
A takeover bid collapsed and the stock gave back its gains. We just bought more of this deeply discounted company with improving fundamentals and major…
Mar 11
•
Jussi Askola, CFA
8
Nordic Real Estate Conference Takeaways
Nordic real estate CEOs reveal why REITs trade at huge NAV discounts today, and why retail, mixed use, and global capital flows could drive a major…
Mar 9
•
Jussi Askola, CFA
10
2
1
Interview With Canadian Net REIT (Strong Buy Reaffirmed)
An overlooked small cap REIT with Realty Income like early day growth just reignited momentum. We interviewed the CEO to see if the upside is only…
Mar 5
•
Jussi Askola, CFA
7
1
Earnings Update: Industrial REITs (Q4 2025)
Rated #1 for REIT investing. Enter your email address below to receive free research on my favorite opportunities:
Mar 4
•
Jussi Askola, CFA
6
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High Yield Landlord
Rated #1 for REIT investing. Enter your email address below to receive free research on my favorite opportunities:
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