Market Updates

MARKET UPDATE - Oil Shock Brings Back Specter Of 1970s Stagflation

Inflation is flaring again, but not for the reasons most fear. Here is why we still see a major opportunity ahead for REIT investors.

Apr 20 • 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

MARKET UPDATE - $100 Oil: Why We Are Not Worried

Oil spikes to $100, recession fears rise, but the data tells a different story. Here is why we stay bullish despite the panic.

Mar 23 • Jussi Askola, CFA

Nordic Real Estate Conference Takeaways

Nordic real estate CEOs reveal why REITs trade at huge NAV discounts today, and why retail, mixed use, and global capital flows could drive a major…

Mar 9 • 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

MARKET UPDATE - AI Fears Are Already Spreading Elsewhere

AI is toppling one industry after another. Capital is rotating fast. Here is why real estate may be the ultimate anti-AI asset in 2026.

Feb 16 • Jussi Askola, CFA

MARKET UPDATE - AI Is Coming For Most Stocks, But Not REITs

AI is no longer just a growth tailwind. It is quietly destroying moats, crushing valuations, and software may only be the first domino to fall.

Feb 9 • Jussi Askola, CFA

MARKET UPDATE - Disinflation Is Likely To Resume In 2026

Jan 19 • Jussi Askola, CFA

MARKET UPDATE - Where The Economy Stands At The Beginning Of 2026

The US economy is holding up, AI capex is booming, markets are top-heavy, and $7T sits in cash. If rates fall, REITs may be next in line.

Jan 12 • Jussi Askola, CFA

MARKET UPDATE - Blackstone Warns: AI Will Create Massive Losers While Real Assets Win

Dec 29, 2025 • Jussi Askola, CFA

MARKET UPDATE - The Overlooked Macro Trend That Strongly Favors REITs

Dec 15, 2025 • Jussi Askola, CFA

MARKET UPDATE - Why Inflation And Interest Rates Will Decline In The Long Run

Nov 24, 2025 • Jussi Askola, CFA

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