Earnings

Earnings Update: Residential REITs (Q2 2026)

The rental housing recovery is finally taking shape, but major differences remain across markets. We reveal which residential REIT looks best today.

12 hrs ago • Jussi Askola, CFA

Earnings Update: Healthcare REITs (Q2 2026)

Healthcare real estate is splitting into winners and laggards. We break down the latest data and reveal where we see the best opportunities today.

Sep 2 • Jussi Askola, CFA

Earnings Update: Retail REITs (Q2 2026)

Four retail REITs are thriving in a remarkably tight market, but their valuations and risk profiles point to two very different opportunities.

Aug 28 • Jussi Askola, CFA

What The REIT Smart Money Bought And Sold In Q2 2026

Top REIT investors made some surprising moves last quarter. We reveal what they bought, what they sold, and where the smart money sees opportunity.

Aug 21 • Jussi Askola, CFA

Earnings Update: Net Lease REITs (Q2 2026)

Net lease REITs just reported strong results. We review the latest earnings and explain why one standout offers the best value today.

Aug 10 • Jussi Askola, CFA

Earnings Update: Industrial REITs (Q2 2026)

Industrial REIT fundamentals are improving again. We review the latest results and explain why one of our holdings stands out as the best value today.

Jul 31 • Jussi Askola, CFA

Earnings Update: Specialty REITs (Q1 2026)

Specialty REITs have seen major catalysts this year, but two overlooked names still appear to offer the most compelling long-term upside.

Jun 11 • Jussi Askola, CFA

Earnings Update: Residential REITs (Q1 2026)

Residential REITs are showing early signs of recovery, but one subsector now looks especially well-positioned after recent policy fears eased.

Jun 10 • Jussi Askola, CFA

Earnings Update: Healthcare REITs (Q1 2026)

Healthcare REIT fundamentals are splitting sharply by sector, and one repositioning senior housing name still looks like the best buy.

Jun 2 • Jussi Askola, CFA

Earnings Update: Retail REITs (Q1 2026)

Retail REITs keep proving the brick and mortar thesis right, but after a strong rally, one name still looks like the best buy.

Jun 1 • Jussi Askola, CFA

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

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts