Deep Dives

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

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

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

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

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

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

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

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

Uniti Group’s Hidden Upside Potential

Uniti Group update: asset sales, deleveraging, and AI driven fiber growth could unlock hidden value. We remain bullish heading into 2026.

Feb 6 • Jussi Askola, CFA

Data Center REITs 2026 Update

Data center REITs ride the AI boom, but rising capex and overbuild risks cloud returns. We prefer a capital-light way to profit instead.

Jan 30 • Jussi Askola, CFA

Top Picks For 2026 - Honorable Mention #2

SBA missed our Top 5 for timing reasons, not quality. At 15x AFFO, this tower REIT may offer rare long-term upside as AI fuels data demand.

Jan 23 • Jussi Askola, CFA

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