Archive - High Yield Landlord

Interview With NewLake Capital Partners (Strong Buy Reaffirmed)

NLCP remains deeply discounted, but a major cannabis catalyst could change the story. My CEO interview explores the risks, upside, and path forward.

8 hrs ago • Jussi Askola, CFA

Chiron Real Estate: A New Opportunity?

A discounted REIT is pivoting toward senior housing, but the opportunity is more complicated than the headline valuation suggests.

Jun 4 • Jussi Askola, CFA

Earnings Update: Healthcare REITs (Q1 2026)

Healthcare REIT fundamentals are splitting sharply by sector, and one repositioning senior housing name still looks like the best buy.

Jun 2 • Jussi Askola, CFA

Earnings Update: Retail REITs (Q1 2026)

Retail REITs keep proving the brick and mortar thesis right, but after a strong rally, one name still looks like the best buy.

Jun 1 • Jussi Askola, CFA

May 2026

TRADE ALERT - International Portfolio May 2026 (Selling A Loser)

Sold at a painful loss. Why a speculative real estate turnaround crossed a line, and what changed that made the risk no longer worth taking.

May 29 • Jussi Askola, CFA

TRADE ALERT - International Portfolio May 2026

European REITs have missed the U.S. rally, but this weakness may create an opportunity in two discounted real estate leaders.

May 28 • Jussi Askola, CFA

Earnings Update: Net Lease REITs (Q1 2026)

Net lease REITs are quietly outperforming despite rate fears, and one discounted name still appears to offer the best risk-to-reward.

May 26 • Jussi Askola, CFA

What Active REIT Managers Bought And Sold In Q1 2026

Active REIT managers are making some revealing moves, highlighting where smart money is finding opportunity as the sector recovers.

May 25 • Jussi Askola, CFA

Important Announcement: What Is Coming In H2 2026

Big H2 plans for members as the REIT recovery gains momentum, including more research access, education, and new opportunities.

May 22 • Jussi Askola, CFA

TRADE ALERT - Core Portfolio May 2026 (New Investment)

A quick portfolio reshuffle after a key thesis changed, with capital moving into a cleaner, cheaper opportunity in a favored REIT sector.

May 19 • Jussi Askola, CFA

Time To Buy Hotel REITs?

Hotel REITs look cheap, but cheap may not mean attractive. Here is why we remain cautious despite big discounts and buyout potential.

May 18 • Jussi Askola, CFA

I Just Returned From Ukraine. Here Is What Happened

A firsthand update from Ukraine, a major milestone reached, and why one final push could make this convoy far more impactful than planned.

May 15 • Jussi Askola, CFA

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