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Interview With Agree Realty Corporation (Incl. Trade Alert)
Agree Realty is not cheap, but after meeting its CEO again, we think the market may be underestimating its accelerating growth.
Jun 8
•
Jussi Askola, CFA
9
1
TRADE ALERT - International Portfolio May 2026 (Selling A Loser)
Sold at a painful loss. Why a speculative real estate turnaround crossed a line, and what changed that made the risk no longer worth taking.
May 29
•
Jussi Askola, CFA
5
2
TRADE ALERT - International Portfolio May 2026
European REITs have missed the U.S. rally, but this weakness may create an opportunity in two discounted real estate leaders.
May 28
•
Jussi Askola, CFA
14
TRADE ALERT - Core Portfolio May 2026 (New Investment)
A quick portfolio reshuffle after a key thesis changed, with capital moving into a cleaner, cheaper opportunity in a favored REIT sector.
May 19
•
Jussi Askola, CFA
15
1
TRADE ALERT - International Portfolio May 2026 (Trimming A Winner)
We are trimming a major winner and redeploying capital into a deeply discounted real asset play with improving fundamentals and 50%+ upside.
May 14
•
Jussi Askola, CFA
7
2
TRADE ALERT - Core Portfolio May 2026
A brutal winter crushed results, but the market may be missing the bigger story behind these irreplaceable assets and what happens when conditions…
May 5
•
Jussi Askola, CFA
9
2
TRADE ALERT - Core Portfolio April 2026
ARE keeps falling as fundamentals weaken, but the long-term thesis may be stronger than ever. Here is why we are doubling down despite the pain.
Apr 29
•
Jussi Askola, CFA
12
2
TRADE ALERT - Core Portfolio April 2026
A third REIT buyout in just over a month validates our strategy, and several more holdings may be next. Here is what we sold, and where we redeployed.
Apr 21
•
Jussi Askola, CFA
11
TRADE ALERT - Retirement Portfolio April 2026
A 10%+ yield, a controversial sector, and a balance sheet that looks stronger than the market believes. We explain why this selloff may be overdone.
Apr 14
•
Jussi Askola, CFA
14
TRADE ALERT - Core Portfolio April 2026 (New Investment)
A REIT winner just got bought out, locking in major gains. Here is what we sold, why it worked, and where we are redeploying the proceeds.
Apr 10
•
Jussi Askola, CFA
8
1
TRADE ALERT - Core & Retirement Portfolio March 2026
A war-driven sell-off is shaking REITs, but could this panic be creating rare bargains? Here is why we are leaning in, not backing away.
Mar 31
•
Jussi Askola, CFA
10
Updates On Our European Top Picks (Incl. Trade Alert)
European REITs are quietly turning. Discounts remain wide, but fundamentals are improving.
Mar 30
•
Jussi Askola, CFA
10
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