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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
8
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
9
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
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
2
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
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