Free Research

I Just Returned From Ukraine. Here Is What Happened

A firsthand update from Ukraine, a major milestone reached, and why one final push could make this convoy far more impactful than planned.

May 15 • Jussi Askola, CFA

Interview With The CEO Of FarmTogether On Farmland Investing

Farmland is gaining attention, but accessing it is not so simple. This interview reveals where the real opportunities are, and why most investors get it…

May 8 • 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

MARKET UPDATE - AI, Disinflation, And The Case For A REIT Recovery

AI may matter to REITs in a far bigger way than most investors realize, and the implications for rates, valuations, and returns could be significant.

Apr 13 • Jussi Askola, CFA

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

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

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

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

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

My Biggest Wins Of 2025 & Lessons

Jan 20 • Jussi Askola, CFA

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

Helios Towers: The Best REIT In Africa

Jan 6 • 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