Archive - High Yield Landlord

Earnings Update: Industrial REITs (Q4 2025)

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18 hrs ago • Jussi Askola, CFA

TRADE ALERT - Retirement Portfolio March 2026

REITs are rallying, but we just added a near 10% yielder trading below par. Strong results, improving fundamentals, big catalyst ahead.

Mar 2 • Jussi Askola, CFA

February 2026

Six Flags: Significant Upside If Real Estate Is Unlocked [Watchlist Addition]

We dug deep into Six Flags after activist pressure and a potential real estate breakup. The upside looks big, but so do the risks.

Feb 27 • Jussi Askola, CFA

TRADE ALERT - International Portfolio February 2026

We are recycling capital after a takeover win, and doubling down on a discounted European REIT trading at a 40% discount to NAV.

Feb 25 • Jussi Askola, CFA

MARKET UPDATE - Disinflation In 2026 Might Be Even Stronger Than We Thought

Cool CPI, falling rates, and a brewing rotation into REITs. Why tariffs have not derailed disinflation, and what it means for 2026 returns.

Feb 23 • Jussi Askola, CFA

What Active REIT Managers Bought And Sold In Q4 2025

What are top REIT managers buying and selling right now? We dissect their latest 13F filings to uncover hidden themes and shifting smart money trends.

Feb 21 • Jussi Askola, CFA

TRADE ALERT - Core Portfolio February 2026

This REIT just plunged to 52-week lows after a bold transformation. Dividend risk rises, but could this unlock massive long-term upside?

Feb 18 • Jussi Askola, CFA

MARKET UPDATE - AI Fears Are Already Spreading Elsewhere

AI is toppling one industry after another. Capital is rotating fast. Here is why real estate may be the ultimate anti-AI asset in 2026.

Feb 16 • Jussi Askola, CFA

Top Picks For 2026 - Honorable Mention #3

Europe’s top student housing REIT nears an inflection point. Growth is set to return, yet the stock trades at a steep NAV discount. Opportunity?

Feb 13 • Jussi Askola, CFA

Medical Properties Trust: The Glass Is Half Full

Medical Properties Trust is stabilizing after years of turmoil, but leverage and tenant risks remain. Is this a turnaround story or a value trap into…

Feb 12 • Jussi Askola, CFA

TRADE ALERT - Retirement Portfolio February 2026 (New Investment)

AI may upend most businesses, but housing is different. Why a recent selloff created a rare opportunity in single-family rental REITs.

Feb 10 • Jussi Askola, CFA

MARKET UPDATE - AI Is Coming For Most Stocks, But Not REITs

AI is no longer just a growth tailwind. It is quietly destroying moats, crushing valuations, and software may only be the first domino to fall.

Feb 9 • Jussi Askola, CFA

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