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Time To Buy Hotel REITs?
Hotel REITs look cheap, but cheap may not mean attractive. Here is why we remain cautious despite big discounts and buyout potential.
7 hrs ago
•
Jussi Askola, CFA
5
I Just Returned From Ukraine. Here Is What Happened
A firsthand update from Ukraine, a major milestone reached, and why one final push could make this convoy far more impactful than planned.
May 15
•
Jussi Askola, CFA
15
2
1
TRADE ALERT - International Portfolio May 2026 (Trimming A Winner)
We are trimming a major winner and redeploying capital into a deeply discounted real asset play with improving fundamentals and 50%+ upside.
May 14
•
Jussi Askola, CFA
5
2
IWG Is A Potential Multibagger In The Making (Q1 2026 Update)
A misunderstood transformation is quietly unfolding. Growth is accelerating, demand is shifting, and capital is being deployed aggressively… but the…
May 13
•
Jussi Askola, CFA
15
Retirement Portfolio Update: Risks, Opportunities, And Best Buys Today
A closer look at our Retirement Portfolio, what is working, what is not, and where we see the best income opportunities today.
May 11
•
Jussi Askola, CFA
8
Interview With The CEO Of FarmTogether On Farmland Investing
Farmland is gaining attention, but accessing it is not so simple. This interview reveals where the real opportunities are, and why most investors get it…
May 8
•
Jussi Askola, CFA
8
6
VICI Properties: A Class Of Its Own
A misunderstood net lease REIT is selling off, but its real estate may be far stronger, safer, and more inflation protected than investors realize.
May 7
•
Jussi Askola, CFA
11
2
TRADE ALERT - Core Portfolio May 2026
A brutal winter crushed results, but the market may be missing the bigger story behind these irreplaceable assets and what happens when conditions…
May 5
•
Jussi Askola, CFA
9
2
MARKET UPDATE - REITs Are Quietly Crushing The Market, And AI Is A Big Reason Why
REITs are surging in 2026, but the real story is deeper. A powerful shift is underway that could reshape markets for years to come.
May 4
•
Jussi Askola, CFA
7
April 2026
TRADE ALERT - Core Portfolio April 2026
ARE keeps falling as fundamentals weaken, but the long-term thesis may be stronger than ever. Here is why we are doubling down despite the pain.
Apr 29
•
Jussi Askola, CFA
12
2
Earnings Update: Industrial REITs (Q1 2026)
Industrial real estate may have bottomed, but the real story is what drives the recovery, and which REIT is best positioned to benefit next.
Apr 27
•
Jussi Askola, CFA
7
2
1
I Just Crossed Into Ukraine Again
Crossing into Ukraine again, I am reminded how much a simple vehicle can matter. We are doing it again, and the impact may be bigger than ever.
Apr 24
•
Jussi Askola, CFA
13
4
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