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Interview With Dan Joseph, Principal Of Apparent Capital
A private real estate investor shares where he sees the biggest REIT discounts today, and why public markets may be missing the real value.
Jul 16
•
Jussi Askola, CFA
9
1
1
TRADE ALERT - International Portfolio July 2026
A major industry development just strengthened our conviction in this overlooked European REIT. We explain why we're buying more while it's still…
Jul 15
•
Jussi Askola, CFA
8
1
MARKET UPDATE - Patience Is How We Win In REITs
Painful REIT drawdowns can become big wins when the thesis remains intact and investors think like landlords, not traders.
Jul 13
•
Jussi Askola, CFA
16
6
1
TRADE ALERT - Retirement Portfolio July 2026
One beaten-down REIT sector is still hitting lows, but temporary headwinds may be hiding a compelling income opportunity.
Jul 9
•
Jussi Askola, CFA
10
What Austin Bought & Sold In Q2 2026
AI is reshaping markets, but one overlooked corner could offer income, resilience, and a hedge if the trade turns.
Jul 8
•
Jussi Askola, CFA
8
PORTFOLIO REVIEW - Q2/2026
REITs rallied as AI fears shifted capital toward real assets, but cheap valuations, buybacks, and M&A suggest the move may still be early.
Jul 8
•
Jussi Askola, CFA
10
MARKET UPDATE - Hard Asset Reckoning: The End Of The Asset-Light Era
AI may be ending the asset-light era, shifting capital toward scarce real assets that software cannot replicate.
Jul 6
•
Jussi Askola, CFA
15
1
Final Takeaways From REIT Week Conference
REIT Week confirmed the cycle is turning, with fading oversupply, accelerating M&A, AI resilience, and new opportunities emerging.
Jul 2
•
Jussi Askola, CFA
5
Q&A Webinar #4 - Q2/2026
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.
Jul 2
•
Jussi Askola, CFA
4
June 2026
TRADE ALERT - Retirement Portfolio June 2026
A beaten-down industrial REIT may be turning the corner as supply falls, demand recovers, and management quietly buys back stock.
Jun 30
•
Jussi Askola, CFA
10
Upcoming Subscriber-Exclusive Q&A Webinar
Join our fourth live subscriber Q&A to discuss REITs, real estate, current opportunities, and your questions directly with us.
Jun 29
•
Jussi Askola, CFA
8
2
TRADE ALERT - Core Portfolio June 2026
A fourth buyout validates our M&A thesis, but with most upside captured, we are redeploying into four better opportunities.
Jun 26
•
Jussi Askola, CFA
10
1
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