Sitemap - 2024 - High Yield Landlord

Top Picks For 2025: Honorable Mention #4

TRADE ALERT - Core & Retirement Portfolio December 2024 (Tax Loss Selling)

TRADE ALERT - Core & Retirement & International Portfolio December 2024 (Portfolio Recycling)

Top Picks For 2025: Honorable Mention #3

MARKET UPDATE - More Good News Under The Surface

Top Picks For 2025: Honorable Mention #2

TRADE ALERT - Core & Retirement & International Portfolio December 2024

Realty Income's Biggest Tenant Could Go Bankrupt

TRADE ALERT - International Portfolio December 2024

MARKET UPDATE - Billionaire Barry Sternlicht Is Buying REITs

Top Picks For 2025 - Honorable Mention #1

Earnings Update: Retail REITs (Q3 2024)

TRADE ALERT - International Portfolio December 2024

MARKET UPDATE - How The "Smart Money" Is Investing in REITs Right Now

TRADE ALERT - International Portfolio December 2024

What Austin Bought And Sold In November 2024

What RPD Bought And Sold In November 2024

PORTFOLIO REVIEW - December, 2024

Earnings Update: Residential REITs (Q3 2024)

Interview With Agree Realty Corporation (Buy Rating Reaffirmed)

Top 5 Picks For 2025 - Part 5 (Incl. Trade Alert)

Debunking The Alexandria Bear Thesis

TRADE ALERT - International Portfolio November 2024

Earnings Update: Net Lease REITs (Q3 2024)

Top 5 Picks For 2025 - Part 4

MARKET UPDATE - Is Inflation Rebounding?

TRADE ALERT - Retirement Portfolio November 2024

MARKET UPDATE - The US Election's Impact On REITs

Earnings Report: Industrial REITs (Q3 2024)

Top 5 Picks For 2025 - Part 3

TRADE ALERT - Retirement Portfolio November 2024

PORTFOLIO REVIEW - November, 2024

What RPD Bought And Sold In October 2024

What Austin Bought And Sold In October 2024

MARKET UPDATE - The Impact Of Higher Tariffs On Consumers, Retailers, And Retail REITs

Interview With Gladstone Commercial (Buy Rating Upgrade)

MARKET UPDATE - Inflation Has Fully Returned To Pre-Pandemic Levels

Top 5 Picks For 2025 - Part 2

Important Announcement For Members Of High Yield Landlord

Interview With Cibus Nordic (Buy Rating Upgrade)

TRADE ALERT - Retirement Portfolio October 2024

Top 5 Picks For 2025 - Part 1

Interview With Farmland Partners (Incl. Trade Alert)

TRADE ALERT - Retirement Portfolio October 2024

Upgrading Segro PLC To A Strong Buy

MARKET UPDATE - The 2024 Election's Potential Impact On Commercial Real Estate

Interview With Easterly Government Properties (Buy Rating Upgrade)

TRADE ALERT - International Portfolio October 2024

Interview with W.P Carey (Strong Buy Reaffirmed)

PORTFOLIO REVIEW - October, 2024

What RPD Bought And Sold In September 2024

What Austin Bought And Sold In September 2024

Meeting With Realty Income's CFO - EPRA ReThink Conference (Buy Rating Reaffirmed)

MARKET UPDATE - Takeaway From Geopolitical Experts - EPRA ReThink Conference

TRADE ALERT - Core Portfolio September 2024

TRADE ALERT - International Portfolio September 2024 (Incl. CEO Interview)

My Biggest International Investment: Roundtable Discussion With Vonovia (Strong Buy Reaffirmed)

My Largest Investment: Interview With RCI Hospitality (Strong Buy Reaffirmed)

TRADE ALERT - Retirement Portfolio September 2024

Medical Properties Trust: Good News And Bad News

MARKET UPDATE - The August CPI Report Brings More Good News For REIT Investors

A New Investment Opportunity [CEO Interview]

TRADE ALERT - Core & International Portfolio September 2024

What RPD Bought And Sold In August 2024

What Austin Bought And Sold In August 2024

PORTFOLIO REVIEW - September, 2024

Alexandria Real Estate: Investment Thesis September 2024

TRADE ALERT - International Portfolio September 2024

Earnings Update: Specialty REITs (Q2 2024)

Earnings Update: Residential REITs (Q2 2024)

Interview With VICI Properties (Strong Buy Reaffirmed)

TRADE ALERT - Core Portfolio August 2024 (New Investment)

Earnings Update: Healthcare REITs (Q2 2024)

Earnings Update: Retail REITs (Q2 2024)

Interview With BSR REIT (Strong Buy Reaffirmed)

TRADE ALERT - Core Portfolio August 2024 (New Listing)

Earnings Update: Net Lease REITs (Q2 2024)

MARKET UPDATE - July CPI Report Showed Virtually Across-The-Board Disinflation

Interview With NewLake Capital Partners (Strong Buy Reaffirmed)

TRADE ALERT - International Portfolio August 2024

Interview With Whitestone REIT (Strong Buy Reaffirmed)

Why We Don't Invest In Data Center REITs

Earnings Update: Industrial REITs (Q2 2024)

TRADE ALERT - Core Portfolio August 2024 (New Investment)

What RPD Bought And Sold In July 2024

What Austin Bought And Sold In July 2024

PORTFOLIO REVIEW – August, 2024

TRADE ALERT - Core & International Portfolio August 2024

Rexford Industrial Realty: Low Yield But High Upside Potential

TRADE ALERT - Core Portfolio July 2024

Our Biggest Investment Has Reached Fair Value: Buy, Hold, Or Sell?

New Opportunity to Monitor: Equity Commonwealth (EQC)

TRADE ALERT - International Portfolio July 2024 (New Investment)

Update On Medical Properties Trust

Important Announcement

My New Big HYI Investment

Have a Private Conversation With Jussi Askola

TRADE ALERT - International Portfolio July 2024 (+ Video Of Trip To Ukraine)

What David Ksir Bought And Sold Over The Past 90 Days (Q2 2024)

Portfolio Sheets: Our Three Portfolios On Google Sheets

MARKET UPDATE - The June CPI Report Sparks A REIT Rally

MARKET UPDATE - The Apartment REIT Opportunity

TRADE ALERT - International Portfolio July 2024

Activist REIT Investor Bets Big On Senior Housing

PORTFOLIO REVIEW – July, 2024

What RPD Bought And Sold In June 2024

What Austin Bought And Sold In June 2024

BSR REIT: Buyout Vs. No Buyout

M&A Sharks Are Circling Whitestone REIT

TRADE ALERT - International Portfolio June 2024

Interview With Daniel Oberste, CEO Of BSR REIT (Strong Buy Reaffirmed)

Why We Invested In SBA Communications

Interview With Joey Agree, CEO Of Agree Realty (Strong Buy Reaffirmed)

TRADE ALERT - Core Portfolio June 2024

Earnings Update: Residential REITs (Q1 2024)

MARKET UPDATE - Disinflation & Deflation Spread Within The CPI

Earnings Update: Specialty REITs (Q1 2024)

Updates On Our Central/Latin American Top Picks

TRADE ALERT - International Portfolio June 2024 (New Investment)

PORTFOLIO REVIEW - June 2024

What RPD Bought And Sold In May 2024

What Austin Bought And Sold In May 2024

Earnings Update: Retail REITs (Q1 2024)

Earnings Update: Industrial REITs (Q1 2024)

TRADE ALERT - Core Portfolio May 2024

Updates On Our Australian & Asian & African Top Picks (Incl. Trade Alert)

Earnings Update: Net Lease REITs (Q1 2024)

MARKET UPDATE - Disinflation Continues

An Update On Our Farmland Investments

TRADE ALERT - Retirement Portfolio May 2024

MARKET UPDATE - The Competitive Advantages Of Commercial Real Estate

TRADE ALERT - Core Portfolio May 2024

RCI Hospitality: Bad News And Good News

Medical Properties Trust: The Potential For A Short Squeeze

A New Potential Opportunity In mREITs

TRADE ALERT - Core Portfolio May 2024

PORTFOLIO REVIEW – May, 2024

What RPD Bought And Sold In April 2024

What Austin Bought And Sold In April 2024

A Video Message From Jussi Askola

TRADE ALERT - Core Portfolio May 2024

MARKET UPDATE - Jamie Dimon Predicts Higher Inflation: Our Response

Clipper Realty: My Biggest Investment - by Eric Gabrielli

Updates on our European Top Picks

TRADE ALERT - Core Portfolio April 2024

MARKET UPDATE - What Will Happen To REITs In A Recession?

What David Ksir Bought And Sold Over The Past 90 Days (Q1 2024)

TRADE ALERT - Core & Retirement Portfolio April 2024

Medical Properties Trust Is Making Progress

Earnings Update: Specialty REITs (Q4 2023)

MARKET UPDATE - Disinflation Continues Except In These 2 Key Areas

TRADE ALERT - Core Portfolio April 2024

PORTFOLIO REVIEW – April, 2024

Earnings Update: Specialty REITs (Q4 2023)

TRADE ALERT - Retirement Portfolio April 2024

What Austin Bought And Sold In March 2024

What RPD Bought And Sold In March 2024

Interview With CEO Of Modiv Industrial (Strong Buy Reaffirmed)

Updates On Our Canadian Top Picks

MARKET UPDATE - Recession Or Reacceleration?

TRADE ALERT - Core Portfolio March 2024

Earnings Update: Retail REITs (Q4 2023)

Earnings Update: Residential REITs (Q4 2023)

MARKET UPDATE - Disinflation Continues, Even If The CPI Doesn't (Yet) Show It

TRADE ALERT - Core Portfolio March 2024

Global Medical REIT: Full-Year 2023 Update (Buy Rating Reaffirmed)

TRADE ALERT - Core Portfolio March 2024

TRADE ALERT - Core Portfolio March 2024 (Modiv CEO Interview)

Earnings Update: Net Lease REITs (Q4 2023)

TRADE ALERT - Core Portfolio March 2024 (New Investment Opportunity)

CBL & Associates: Dying Bird Or Rising Phoenix?

PORTFOLIO REVIEW – March, 2024

What Austin Bought And Sold In February 2024

What RPD Bought And Sold In February 2024

TRADE ALERT - Core Portfolio March 2024

TRADE ALERT - International Portfolio February 2024

PORTFOLIO UPDATE – February, 2024

Our Single Largest Holding Is Essential Properties Realty Trust, Here's Why

MARKET UPDATE - The Long-Term Housing Shortage Remains

My Biggest Wins & Lessons

Medical Properties Trust: Thoughts On Its Q4 2023 Results

MARKET UPDATE - Commercial Real Estate Will Bottom in 2024, But REITs Should Rebound

TRADE ALERT - Retirement Portfolio February 2024

Earnings Update: Industrial REITs (Q4 2023)

My Biggest Losses & Lessons

MARKET UPDATE - No, Inflation Is Not "Sticky" Or "Reaccelerating"

TRADE ALERT - Core & Retirement Portfolio February 2024

TRADE ALERT - International Portfolio February 2024 (New Investment Opportunity)

Argentina Is Becoming A Compelling Investment Opportunity

PORTFOLIO REVIEW – February, 2024

What Austin Bought And Sold In January 2024

What RPD Bought And Sold In January 2024

Top 5 Picks For 2024 - Part 5

Alexandria Real Estate: Opportunity In Volatility (Strong Buy Reaffirmed)

Crown Castle: We Are In "Wait And See" Mode (Strong Buy Reaffirmed)

MARKET UPDATE - The 2024 Recession Debate: Evidence For And Against

Top 5 Picks For 2024 - Part 4

Branicks: Future Multibagger Or Bankruptcy (Incl. Trade Alert)

Top 5 Picks For 2024 - #3

TRADE ALERT - Core Portfolio January 2024

MARKET UPDATE - Office Real Estate Remains Under Stress Despite REIT Rebound

TRADE ALERT - International Portfolio January 2024 (New Investment Opportunity)

Top 5 Picks For 2024 - Part 3

MARKET UPDATE - Is A 1970s-Style Resurgence In Inflation Coming?

Earnings Update: Residential REITs (Q3 2023)

TRADE ALERT - International Portfolio January 2024

Medical Properties Trust: Risks Becoming Realities

What David Ksir Bought And Sold Over The Past 90 Days (Q4 2023)

Top 5 Picks For 2024 - Part 2

Interview With Chris Volk, Former CEO Of STORE Capital

What Austin Bought And Sold In December

What RPD Bought And Sold In December 2023