Earnings

Earnings Update: Net Lease REITs (Q1 2026)

Net lease REITs are quietly outperforming despite rate fears, and one discounted name still appears to offer the best risk-to-reward.

May 26 • Jussi Askola, CFA

IWG Is A Potential Multibagger In The Making (Q1 2026 Update)

A misunderstood transformation is quietly unfolding. Growth is accelerating, demand is shifting, and capital is being deployed aggressively… but the…

May 13 • Jussi Askola, CFA

Earnings Update: Industrial REITs (Q1 2026)

Industrial real estate may have bottomed, but the real story is what drives the recovery, and which REIT is best positioned to benefit next.

Apr 27 • Jussi Askola, CFA

Updates On Our Latin American Top Picks

Three overlooked Latin American plays, one big theme, and why recent volatility may be opening the door to outsized long term upside.

Apr 16 • Jussi Askola, CFA

Updates On Our Canadian Top Picks

6 Canadian REITs, deep discounts, strong growth, and rising dividends. We review the latest updates and where value may still be overlooked.

Apr 8 • Jussi Askola, CFA

Earnings Update: Specialty REITs (Q4 2025)

Buyout interest, deep discounts, and shifting cycles are reshaping niche REITs. A few stand out with significant upside, but not for the reasons most…

Apr 6 • 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

Earnings Update: Residential REITs (Q4 2025)

Supply is collapsing, but demand is also quietly weakening. Residential REITs face a tug-of-war, and one overlooked factor may decide what happens next.

Mar 26 • Jussi Askola, CFA

Earnings Update: Retail REITs (Q4 2025)

Retail REITs are quietly thriving, but not for the reasons you think. One overlooked name stands out today, with multiple hidden catalysts ahead.

Mar 17 • Jussi Askola, CFA

Earnings Update: Net Lease REITs (Q4 2025)

Falling rates are fueling a powerful rebound in net lease REITs, but not all are equal. We break down four names and reveal where the best opportunity…

Mar 16 • Jussi Askola, CFA

Earnings Update: Healthcare REITs (Q4 2025)

Healthcare REITs are rebounding as fundamentals improve, but one segment still trades at a deep discount. Here is where the best opportunity may be…

Mar 13 • Jussi Askola, CFA

Earnings Update: Industrial REITs (Q4 2025)

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Mar 4 • Jussi Askola, CFA

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