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TRADE ALERT - Retirement Portfolio October 2026
One REIT has plunged over 20% despite strong fundamentals and improving growth prospects. We explain why we are buying more shares and see major upside…
Oct 16
•
Jussi Askola, CFA
7
1
Interview With RCI Hospitality (Strong Buy Rating Reaffirmed)
A beaten-down hospitality stock faces legal and balance-sheet risks, but improving cash flow and hidden optionality could unlock major upside.
Oct 14
•
Jussi Askola, CFA
8
2
MARKET UPDATE - Investment Grade REIT Preferred Stocks Now Yielding 7%+
REIT preferreds are crashing as rates rise, pushing yields to rare highs. We explain why this selloff may be creating an unusual opportunity.
Oct 12
•
Jussi Askola, CFA
10
2
TRADE ALERT - Core Portfolio October 2026
A beaten-down REIT has sold off with the sector, but its thesis may be stronger than the market realizes. Here is why we are buying more.
Oct 9
•
Jussi Askola, CFA
7
What Austin Bought & Sold In Q3 2026
A Q3 portfolio recap covering key trades, income growth, sector views, and why rising rates may be creating fresh REIT opportunities.
Oct 7
•
Jussi Askola, CFA
6
1
PORTFOLIO REVIEW - Q3/2026
REITs are selling off again as rates rise, but powerful long-term forces may be quietly setting the stage for the next recovery.
Oct 7
•
Jussi Askola, CFA
5
Q&A Webinar #5 - Q3/2026
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.
Oct 6
•
Jussi Askola, CFA
5
1
Our New Top Pick: National Health Investors
A healthcare REIT is quietly reshaping its portfolio, strengthening its balance sheet, and positioning for a powerful senior housing tailwind.
Oct 2
•
Jussi Askola, CFA
8
Join Us Live: High Yield Landlord Q&A Webinar – October 5
Join our fifth live subscriber Q&A to discuss REITs, real estate, current opportunities, and your questions directly with us.
Oct 1
•
Jussi Askola, CFA
5
6
September 2026
TRADE ALERT - Core & Retirement & International Portfolio September 2026
We are buying the latest REIT selloff with a focus on discounted landlords where the long-term thesis still looks intact.
Sep 30
•
Jussi Askola, CFA
10
1
MARKET UPDATE - Why This Inflationary Surge Is Good News For REITs
A rate shock has delayed the REIT recovery, but it may also be creating a rare setup for patient investors.
Sep 28
•
Jussi Askola, CFA
6
7
1
ReThink Conference Takeaways: Vonovia, VGP, Shurgard, Big Yellow Group, And Other
Inside Europe’s biggest REIT conference: political risk, data-center optionality, private-market signals, and a crucial lesson on leverage.
Sep 25
•
Jussi Askola, CFA
5
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