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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
7
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
13
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
14
6
1
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
TRADE ALERT - International Portfolio August 2026
A sharp selloff has created a new opportunity in a leading European REIT. The recovery is delayed, but several overlooked factors keep us bullish.
Aug 19
•
Jussi Askola, CFA
14
1
MARKET UPDATE - The Macro Environment Is Better Than It Looks For REITs
Inflation fears are back, but the data tells a different story. We explain why disinflation remains intact—and why that could matter greatly for REITs.
Aug 17
•
Jussi Askola, CFA
8
1
TRADE ALERT - Core Portfolio August 2026
A 5% post-earnings selloff has created a fresh opportunity in a transforming senior housing REIT. We explain why we're buying the dip.
Aug 14
•
Jussi Askola, CFA
10
1
TRADE ALERT - Core Portfolio August 2026
We're adding to a high-quality REIT the market has overlooked. Here's why we think its recent underperformance has created a compelling buying…
Aug 11
•
Jussi Askola, CFA
9
Earnings Update: Net Lease REITs (Q2 2026)
Net lease REITs just reported strong results. We review the latest earnings and explain why one standout offers the best value today.
Aug 10
•
Jussi Askola, CFA
12
TRADE ALERT - Retirement Portfolio August 2026 (New Investment)
We are buying an 8%-yielding REIT preferred trading at a steep discount. Here's why we think the market is overlooking this compelling income…
Aug 7
•
Jussi Askola, CFA
9
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