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Interview With Bill Chen, Managing Partner Of Rhizome Partners
A top REIT investor shares why this may be a once-in-a-decade opportunity, plus where he is finding the most mispriced assets today.
Mar 20
•
Jussi Askola, CFA
16
1
MARKET UPDATE - Disinflation In 2026 Might Be Even Stronger Than We Thought
Cool CPI, falling rates, and a brewing rotation into REITs. Why tariffs have not derailed disinflation, and what it means for 2026 returns.
Feb 23
•
Jussi Askola, CFA
6
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
6
Poll: What REITs Should We Interview Next?
My new REIT book is unlocking CEO interviews. Which leaders should we question next, and what would you ask them?
Jan 31
•
Jussi Askola, CFA
9
11
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
8
1
My Biggest Wins Of 2025 & Lessons
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Jan 20
•
Jussi Askola, CFA
9
My Biggest Losses Of 2025 & Lessons
Even strong long-term performance includes painful losers. Here is what went wrong in 2025, and the key lessons shaping our strategy going forward.
Jan 15
•
Jussi Askola, CFA
11
Helios Towers: The Best REIT In Africa
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Jan 6
•
Jussi Askola, CFA
10
3
MARKET UPDATE - Blackstone Warns: AI Will Create Massive Losers While Real Assets Win
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Dec 29, 2025
•
Jussi Askola, CFA
16
1
Update On Our Recent Convoy To Ukraine
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Dec 27, 2025
•
Jussi Askola, CFA
11
3
1
MARKET UPDATE - The Overlooked Macro Trend That Strongly Favors REITs
Dec 15, 2025
•
Jussi Askola, CFA
8
5
I Am Investing $10,000 Into This
Oct 24, 2025
•
Jussi Askola, CFA
7
5
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