Important Announcement: What Is Coming In H2 2026
We are now approaching the second half of 2026, and I think that this is an especially important time for High Yield Landlord.
After several difficult years, things finally seem to be changing for REITs.
The sector is up about 10% so far this year. M&A activity is heating up, and we have already benefited from three REIT buyouts in 2026 alone. Supply is getting absorbed in many property sectors, rent growth should accelerate into 2027, and the “AI immunity trade” appears to be benefiting REITs as more investors look for real assets that are less exposed to AI disruption.
This is exactly the type of environment that we have been waiting for.
REITs remain historically cheap, but the fundamentals are now improving, and the market is slowly starting to recognize it. This creates a window of opportunity.
That is why now is the time for us to double down on our efforts.
We want to make sure that we are not leaving any stone unturned. We are increasing our research efforts, meeting more management teams, expanding our educational content, and exploring new opportunities that could add value to the service.
Our goal remains the same: to help you capitalize on the recovery while REITs are still undervalued.
1. More Conferences And Management Meetings
The first major initiative is that I will be attending more REIT conferences and meeting more management teams in person.
In early June, I will attend REIT Week, which is organized by NAREIT. This is the biggest REIT conference in the United States. It brings together a large number of REIT management teams, institutional investors, analysts, and other real estate professionals.
The last time I attended the conference was in 2023. You can see me here on the right side!
The cost is steep. The registration alone is roughly $3,000 per person, before even accounting for flights, hotels, and other travel expenses.
But I think that it is well worth it.
If attending the conference helps us uncover even just one new opportunity, avoid one major mistake, or gain more conviction in one of our existing holdings, it can easily pay for itself many times over.
I already have meetings set with VICI Properties (VICI), Agree Realty (ADC), and BSR REIT (HOM.U:CA), and I expect to meet many other management teams as well.
Please let me know if you have any specific questions that you would like me to ask them.
I will give you full access to what I learn from these meetings, including my key takeaways, the most interesting comments from management teams, and any new opportunities that may come out of the conference.
Then, in September, I will attend ReThink, which is organized by EPRA.
This is the biggest REIT conference in Europe, and it often also features major American REITs such as Realty Income (O) and Prologis (PLD).
This is particularly important for us because our International Portfolio has become a bigger part of High Yield Landlord over time.
We think that international REITs can offer excellent opportunities because they are often less researched, more inefficiently priced, and sometimes trade at even steeper discounts than U.S. REITs.
This is why I want to keep building relationships with more international management teams and better understand the local market dynamics.
Finally, later in 2026, I expect to attend a major REIT conference in Asia.
This is an area where we are currently underexposed. We do not own any Asian REITs in our International Portfolio at the moment, and I would like to change that if we can find the right opportunities.
Asia has many large and well-established REIT markets, including Singapore, Japan, Hong Kong, and Australia.
But tax rules, currency risks, governance standards, lease structures, and sponsor incentives can vary materially from one country to another. This is why I think that it is important to study these markets more closely before investing.
The goal is not to buy something just for the sake of geographic diversification. The goal is to find truly compelling opportunities that can improve our risk-to-reward and make our International Portfolio stronger.
2. A New 12-Part Video Course On REIT Investing
The second major initiative is educational.
Earlier this year, I released my book on REIT investing, called The REIT Advantage.
The book includes a foreword by Ed Pitoniak, the CEO of VICI Properties, and it also received praise from several other REIT CEOs. That meant a lot to me because the goal of the book was not just to explain REITs from the perspective of an investor. It was also to give readers a deeper understanding of how these companies actually operate, how they create value, and why listed real estate can be such a powerful long-term investment vehicle.
As promised, we gave the book for free to all members of High Yield Landlord.
You can still get it on this page.
But the book was only the first step. In the second half of 2026, we plan to take our educational material to a new level with the release of a 12-part video course on REIT investing.
The goal of this course is to help you better understand how to analyze REITs, how to value them, how to think about leverage, how to assess management teams, how to compare property sectors, and how to build a portfolio that can compound wealth over the long run.
This will not be a generic investing course. It will be focused specifically on REITs and real assets, with practical examples based on the same framework that we use at High Yield Landlord.
The course will again be given for free to members of High Yield Landlord.
Outside of the service, we plan to sell it for $900.
This means that members will receive yet another valuable resource at no additional cost, and I think that it will make the subscription even more valuable.
My goal is not just to give you stock picks. It is to help you become a better REIT investor.
