Trades

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

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

TRADE ALERT - Core Portfolio March 2026

A controversial REIT-like business faces legal turmoil, yet insiders double down. Is this crisis masking one of the most asymmetric setups in today’s…

Mar 24 • Jussi Askola, CFA

TRADE ALERT - Core Portfolio March 2026

A misunderstood market leader just sold off, but its transformation could unlock explosive cash flow growth and major upside over the next 5 years.

Mar 18 • Jussi Askola, CFA

TRADE ALERT - International Portfolio March 2026

A takeover bid collapsed and the stock gave back its gains. We just bought more of this deeply discounted company with improving fundamentals and major…

Mar 11 • Jussi Askola, CFA

TRADE ALERT - Retirement Portfolio March 2026

REITs are rallying, but we just added a near 10% yielder trading below par. Strong results, improving fundamentals, big catalyst ahead.

Mar 2 • Jussi Askola, CFA

TRADE ALERT - International Portfolio February 2026

We are recycling capital after a takeover win, and doubling down on a discounted European REIT trading at a 40% discount to NAV.

Feb 25 • Jussi Askola, CFA

TRADE ALERT - Core Portfolio February 2026

This REIT just plunged to 52-week lows after a bold transformation. Dividend risk rises, but could this unlock massive long-term upside?

Feb 18 • Jussi Askola, CFA

TRADE ALERT - Retirement Portfolio February 2026 (New Investment)

AI may upend most businesses, but housing is different. Why a recent selloff created a rare opportunity in single-family rental REITs.

Feb 10 • Jussi Askola, CFA

TRADE ALERT - Core Portfolio February 2026

AI fears just crushed this alternative asset manager. We see panic, not fundamentals, and just added shares on a rare, high-yield opportunity.

Feb 4 • Jussi Askola, CFA

TRADE ALERT - Core Portfolio February 2026

This global resort giant faces weak snow and softer travel. The stock plunged. We see a rare chance to buy irreplaceable assets at a deep discount.

Feb 3 • Jussi Askola, CFA

TRADE ALERT - Core & Retirement Portfolio January 2026

Alexandria no longer fits our “safe income” mandate. We are moving it to the Core Portfolio while doubling down on long-term upside.

Jan 29 • Jussi Askola, CFA

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