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TRADE ALERT - International Portfolio September 2026
A fresh sell-off has hit European real estate, but private-market signals and insights from Milan suggest the market may be overlooking something.
3 hrs ago
•
Jussi Askola, CFA
3
1
Earnings Update: Specialty REITs (Q2 2026)
From towers to cannabis and data centers, specialty REITs are presenting unusual opportunities. We reveal the two that look most attractive today.
Sep 14
•
Jussi Askola, CFA
7
Earnings Update: Residential REITs (Q2 2026)
The rental housing recovery is finally taking shape, but major differences remain across markets. We reveal which residential REIT looks best today.
Sep 11
•
Jussi Askola, CFA
5
TRADE ALERT - Retirement Portfolio September 2026
A 7.2% yield, another dividend hike, and mounting tenant fears. We explain why the market may be overestimating the risks—and why we are buying.
Sep 8
•
Jussi Askola, CFA
11
Send Me Your Questions: I Am Meeting REIT CEOs In Milan
Inside Europe’s biggest annual REIT conference, with one-to-one meetings, management insights, and key questions for some of our largest investments.
Sep 7
•
Jussi Askola, CFA
5
2
Star Holdings: 100%+ Upside Still Possible
A complex liquidation is taking longer than expected, but recent asset sales and a persistent valuation gap suggest the investment thesis remains…
Sep 4
•
Jussi Askola, CFA
7
3
Earnings Update: Healthcare REITs (Q2 2026)
Healthcare real estate is splitting into winners and laggards. We break down the latest data and reveal where we see the best opportunities today.
Sep 2
•
Jussi Askola, CFA
9
1
August 2026
TRADE ALERT - Core Portfolio August 2026 (New Investment)
A newly listed REIT is quietly building exposure to one of real estate’s hottest sectors. We explain why its growth potential could be exceptional.
Aug 31
•
Jussi Askola, CFA
14
1
Earnings Update: Retail REITs (Q2 2026)
Four retail REITs are thriving in a remarkably tight market, but their valuations and risk profiles point to two very different opportunities.
Aug 28
•
Jussi Askola, CFA
9
TRADE ALERT - Retirement Portfolio August 2026 (New Investment)
A high-quality REIT preferred has been left behind despite rapidly improving fundamentals. We explain why its steep discount creates an attractive…
Aug 26
•
Jussi Askola, CFA
12
1
IWG: Investors Are Asleep At The Wheel (Q2 2026 Update)
A rapidly transforming business is growing faster while becoming higher quality. Investors remain skeptical, but H2 could finally reveal its true…
Aug 24
•
Jussi Askola, CFA
15
6
2
What The REIT Smart Money Bought And Sold In Q2 2026
Top REIT investors made some surprising moves last quarter. We reveal what they bought, what they sold, and where the smart money sees opportunity.
Aug 21
•
Jussi Askola, CFA
11
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