Market Updates

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

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

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

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

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

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

MARKET UPDATE - REITs Are Quietly Crushing The Market, And AI Is A Big Reason Why

REITs are surging in 2026, but the real story is deeper. A powerful shift is underway that could reshape markets for years to come.

May 4 • Jussi Askola, CFA

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

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