Archive - High Yield Landlord

MARKET UPDATE - Oil Shock Brings Back Specter Of 1970s Stagflation

Inflation is flaring again, but not for the reasons most fear. Here is why we still see a major opportunity ahead for REIT investors.

20 hrs ago • Jussi Askola, CFA

Updates On Our Latin American Top Picks

Three overlooked Latin American plays, one big theme, and why recent volatility may be opening the door to outsized long term upside.

Apr 16 • Jussi Askola, CFA

TRADE ALERT - Retirement Portfolio April 2026

A 10%+ yield, a controversial sector, and a balance sheet that looks stronger than the market believes. We explain why this selloff may be overdone.

Apr 14 • Jussi Askola, CFA

MARKET UPDATE - AI, Disinflation, And The Case For A REIT Recovery

AI may matter to REITs in a far bigger way than most investors realize, and the implications for rates, valuations, and returns could be significant.

Apr 13 • Jussi Askola, CFA

TRADE ALERT - Core Portfolio April 2026 (New Investment)

A REIT winner just got bought out, locking in major gains. Here is what we sold, why it worked, and where we are redeploying the proceeds.

Apr 10 • Jussi Askola, CFA

Updates On Our Canadian Top Picks

6 Canadian REITs, deep discounts, strong growth, and rising dividends. We review the latest updates and where value may still be overlooked.

Apr 8 • Jussi Askola, CFA

Earnings Update: Specialty REITs (Q4 2025)

Buyout interest, deep discounts, and shifting cycles are reshaping niche REITs. A few stand out with significant upside, but not for the reasons most…

Apr 6 • Jussi Askola, CFA

What Austin Bought And Sold In Q1/2026

Macro noise, war fears, and AI shifts are creating unexpected opportunities. Here is what is really driving markets, and where I am finding value today.

Apr 6 • Jussi Askola, CFA

Q&A Webinar #3 - Q1/2026

Members-only Q&A recap: from REIT sell-offs to macro risks and portfolio strategy, here is what investors are missing in today’s volatile market.

Apr 2 • Jussi Askola, CFA

PORTFOLIO REVIEW - Q1/2026

Q1 was a wild ride for REITs, first soaring, then sinking on war fears. Here is how we navigated the chaos and where we are buying now.

Apr 2 • Jussi Askola, CFA

March 2026

TRADE ALERT - Core & Retirement Portfolio March 2026

A war-driven sell-off is shaking REITs, but could this panic be creating rare bargains? Here is why we are leaning in, not backing away.

Mar 31 • Jussi Askola, CFA

Updates On Our European Top Picks (Incl. Trade Alert)

European REITs are quietly turning. Discounts remain wide, but fundamentals are improving.

Mar 30 • Jussi Askola, CFA

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