This week, I will be attending the EPRA ReThink Conference in Milan, Italy, the biggest annual REIT conference in Europe. It brings together the leaders of Europe’s largest listed real estate companies, as well as a number of major U.S. REITs with investments in Europe.
I already have a one-to-one meeting scheduled with the CEO of Realty Income (O), and I also expect to meet with the leaders of Vonovia (VNA), Shurgard Self-Storage (SHUR), and VGP (VGP).
If you have any questions for any of these REITs, please let me know by posting them in the comment section below, sending me a direct message in the chat, or emailing me at jaskola@leonbergcapital.com.
I will share exclusive research from these one-to-one meetings with members of High Yield Landlord later this week and next week.
The conference will also include panels with leading experts on macroeconomics, geopolitics, and listed real estate valuations, which I also plan to attend.
Please also note that I may be a bit slower than usual to respond to messages this week because of the conference schedule. Thanks in advance for your patience.
Stay tuned for more soon, and please send me your questions as soon as possible so that I can ask them on your behalf.
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Finally, feel free to contact us anytime. You can send me a direct message on the chat or email me at jaskola@leonbergcapital.com
Sincerely,
Jussi Askola, CFA
Analyst’s Disclosure: I/we have a beneficial long position in the shares of all companies held in the CORE PORTFOLIO, RETIREMENT PORTFOLIO, and INTERNATIONAL PORTFOLIO either through stock ownership, options, or other derivatives. High Yield Landlord® (’HYL’) is managed by Leonberg Research, a subsidiary of Leonberg Capital. All rights are reserved. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. The newsletter is impersonal and subscribers/readers should not make any investment decision without conducting their own due diligence, and consulting their financial advisor about their specific situation. The information is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. The opinions expressed are those of the publisher and are subject to change without notice. We are a team of five analysts, each contributing distinct perspectives. Nonetheless, Jussi Askola, the leader of the service, is responsible for making the final investment decisions and overseeing the portfolio. We do not always agree with each other and an investment by Jussi should not be taken as an endorsement by other authors. Past performance is no guarantee of future results. Our portfolio performance data is provided by Interactive Brokers and believed to be accurate but its accuracy has not been audited and cannot be guaranteed. Our portfolio may not be perfectly comparable to the relevant index. It is more concentrated and may at times use margin and/or invest in companies that are not typically included in REIT indexes. Finally, High Yield Landlord is not a licensed securities dealer, broker, US investment adviser, or investment bank. We simply share research on the REIT sector.
Hi Jussi, anything from Branicks Group would be heartwarming. Or not. 😀
Thanks Jussi. My question is … REIT investors have a long term view, and I have heard already that there are robotics to lay bloc, print walls, or other versions of modular factory built homes, apartments, etc. in the years ahead, These advanced technologies will almost certainly lower the cost of new construction (?) and do REITs stand to benefit from these technologies or be hurt by them (? - for example, existing buildings are less valuable since newer optimized building designs are more accessible/affordable). Thanks!