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TRADE ALERT - Core Portfolio August 2026
A 5% post-earnings selloff has created a fresh opportunity in a transforming senior housing REIT. We explain why we're buying the dip.
Aug 14
•
Jussi Askola, CFA
9
1
TRADE ALERT - Core Portfolio August 2026
We're adding to a high-quality REIT the market has overlooked. Here's why we think its recent underperformance has created a compelling buying…
Aug 11
•
Jussi Askola, CFA
9
TRADE ALERT - Retirement Portfolio August 2026 (New Investment)
We are buying an 8%-yielding REIT preferred trading at a steep discount. Here's why we think the market is overlooking this compelling income…
Aug 7
•
Jussi Askola, CFA
8
TRADE ALERT - International Portfolio August 2026 (Selling a Position)
Another buyout delivers strong gains. We explain why we're selling now, what this deal says about REIT valuations, and where we see opportunity next.
Aug 5
•
Jussi Askola, CFA
11
4
TRADE ALERT - International Portfolio July 2026
We’re adding to this deeply discounted retail real estate investment. Here's why we think the market is still missing a compelling long-term…
Jul 29
•
Jussi Askola, CFA
8
2
TRADE ALERT - International Portfolio July 2026
A takeover battle in industrial real estate is exposing a valuation gap that may create an overlooked opportunity.
Jul 21
•
Jussi Askola, CFA
7
1
TRADE ALERT - International Portfolio July 2026
A major industry development just strengthened our conviction in this overlooked European REIT. We explain why we're buying more while it's still…
Jul 15
•
Jussi Askola, CFA
9
1
TRADE ALERT - Retirement Portfolio July 2026
One beaten-down REIT sector is still hitting lows, but temporary headwinds may be hiding a compelling income opportunity.
Jul 9
•
Jussi Askola, CFA
10
TRADE ALERT - Retirement Portfolio June 2026
A beaten-down industrial REIT may be turning the corner as supply falls, demand recovers, and management quietly buys back stock.
Jun 30
•
Jussi Askola, CFA
10
TRADE ALERT - Core Portfolio June 2026
A fourth buyout validates our M&A thesis, but with most upside captured, we are redeploying into four better opportunities.
Jun 26
•
Jussi Askola, CFA
10
1
TRADE ALERT - International Portfolio June 2026
European real estate sold off on macro fears, but the shock may now be reversing, creating an opportunity in three discounted names.
Jun 18
•
Jussi Askola, CFA
6
TRADE ALERT - International Portfolio June 2026 (New Investment)
A European industrial developer has fallen far from its highs, but its land bank, data center optionality, and insider alignment may be overlooked.
Jun 15
•
Jussi Askola, CFA
10
1
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