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MARKET UPDATE - High Oil Prices Mask Disinflationary Forces Under The Surface
REITs are selling off on another hot inflation report. But beneath the headline numbers, 3 overlooked trends suggest the market may be overreacting.
Oct 19
•
Jussi Askola, CFA
6
MARKET UPDATE - Investment Grade REIT Preferred Stocks Now Yielding 7%+
REIT preferreds are crashing as rates rise, pushing yields to rare highs. We explain why this selloff may be creating an unusual opportunity.
Oct 12
•
Jussi Askola, CFA
10
2
MARKET UPDATE - Why This Inflationary Surge Is Good News For REITs
A rate shock has delayed the REIT recovery, but it may also be creating a rare setup for patient investors.
Sep 28
•
Jussi Askola, CFA
6
7
1
MARKET UPDATE - A Rate Hike Delays The REIT Recovery, But It Does Not Break The Thesis
The Fed’s rate hike hit REITs hard, but the forces behind it may be temporary—and could actually strengthen the next real estate cycle.
Sep 21
•
Jussi Askola, CFA
9
1
MARKET UPDATE - The Macro Environment Is Better Than It Looks For REITs
Inflation fears are back, but the data tells a different story. We explain why disinflation remains intact—and why that could matter greatly for REITs.
Aug 17
•
Jussi Askola, CFA
8
1
MARKET UPDATE - REITs Have Rallied. Their Preferred Shares Have Been Left Behind
REIT preferred shares have lagged the recovery. We highlight eight opportunities that still offer high yields and compelling upside potential.
Aug 3
•
Jussi Askola, CFA
12
MARKET UPDATE - The REIT Buyout Wave Is Sending A Loud Message
REIT buyouts are accelerating worldwide. We explain why this wave of deals is one of the strongest signals yet that public REITs remain undervalued.
Jul 27
•
Jussi Askola, CFA
15
4
MARKET UPDATE - Inflation Has Peaked, And Interest Rates Should Follow
The latest inflation data supports our thesis. We explain why lower inflation and interest rates could become the next major catalyst for REITs.
Jul 22
•
Jussi Askola, CFA
8
3
MARKET UPDATE - Patience Is How We Win In REITs
Painful REIT drawdowns can become big wins when the thesis remains intact and investors think like landlords, not traders.
Jul 13
•
Jussi Askola, CFA
16
6
1
MARKET UPDATE - Hard Asset Reckoning: The End Of The Asset-Light Era
AI may be ending the asset-light era, shifting capital toward scarce real assets that software cannot replicate.
Jul 6
•
Jussi Askola, CFA
15
1
Final Takeaways From REIT Week Conference
REIT Week confirmed the cycle is turning, with fading oversupply, accelerating M&A, AI resilience, and new opportunities emerging.
Jul 2
•
Jussi Askola, CFA
5
MARKET UPDATE - REIT Stocks Are Looking Through Transitory Inflation
Inflation has spiked again, but the drivers look temporary. That may explain why REITs are looking through the noise and rallying.
Jun 16
•
Jussi Askola, CFA
8
2
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