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Star Holdings: 100%+ Upside Still Possible
A complex liquidation is taking longer than expected, but recent asset sales and a persistent valuation gap suggest the investment thesis remains…
Sep 4
•
Jussi Askola, CFA
7
3
IWG: Investors Are Asleep At The Wheel (Q2 2026 Update)
A rapidly transforming business is growing faster while becoming higher quality. Investors remain skeptical, but H2 could finally reveal its true…
Aug 24
•
Jussi Askola, CFA
15
6
2
Cell Tower REITs Appear To Be Near A Cyclical Trough
Cell tower REITs have struggled for years, but we think the tide is turning. Here's why we're bullish on this overlooked sector despite recent…
Jul 24
•
Jussi Askola, CFA
11
2
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
9
1
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
9
1
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
9
1
VICI Properties: A Class Of Its Own
A misunderstood net lease REIT is selling off, but its real estate may be far stronger, safer, and more inflation protected than investors realize.
May 7
•
Jussi Askola, CFA
14
2
I Just Crossed Into Ukraine Again
Crossing into Ukraine again, I am reminded how much a simple vehicle can matter. We are doing it again, and the impact may be bigger than ever.
Apr 24
•
Jussi Askola, CFA
13
4
Invitation Homes: Rental Properties For 70 Cents On The Dollar
Why are shares of this blue chip landlord so cheap? We break down the risks, the opportunity, and why upside could still be substantial.
Apr 23
•
Jussi Askola, CFA
11
Updates On Our European Top Picks (Incl. Trade Alert)
European REITs are quietly turning. Discounts remain wide, but fundamentals are improving.
Mar 30
•
Jussi Askola, CFA
10
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
6
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
11
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