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Interview With RCI Hospitality (Strong Buy Rating Reaffirmed)
A beaten-down hospitality stock faces legal and balance-sheet risks, but improving cash flow and hidden optionality could unlock major upside.
Oct 14
•
Jussi Askola, CFA
9
2
Q&A Webinar #5 - Q3/2026
Members-only Q&A recap: from REIT sell-offs to macro risks and portfolio strategy, here is what investors are missing in today’s volatile market.
Oct 6
•
Jussi Askola, CFA
5
1
Join Us Live: High Yield Landlord Q&A Webinar – October 5
Join our fifth live subscriber Q&A to discuss REITs, real estate, current opportunities, and your questions directly with us.
Oct 1
•
Jussi Askola, CFA
5
6
ReThink Conference Takeaways: Vonovia, VGP, Shurgard, Big Yellow Group, And Other
Inside Europe’s biggest REIT conference: political risk, data-center optionality, private-market signals, and a crucial lesson on leverage.
Sep 25
•
Jussi Askola, CFA
5
Interview With Realty Income (Buy Rating Reaffirmed)
A revealing CEO conversation on how Realty Income is reinventing itself through data centers, private capital and Europe, and what could come next.
Sep 18
•
Jussi Askola, CFA
11
1
Send Me Your Questions: I Am Meeting REIT CEOs In Milan
Inside Europe’s biggest annual REIT conference, with one-to-one meetings, management insights, and key questions for some of our largest investments.
Sep 7
•
Jussi Askola, CFA
5
2
Interview With Dan Joseph, Principal Of Apparent Capital
A private real estate investor shares where he sees the biggest REIT discounts today, and why public markets may be missing the real value.
Jul 16
•
Jussi Askola, CFA
10
1
1
Q&A Webinar #4 - Q2/2026
Members-only Q&A recap: from REIT sell-offs to macro risks and portfolio strategy, here is what investors are missing in today’s volatile market.
Jul 2
•
Jussi Askola, CFA
5
Upcoming Subscriber-Exclusive Q&A Webinar
Join our fourth live subscriber Q&A to discuss REITs, real estate, current opportunities, and your questions directly with us.
Jun 29
•
Jussi Askola, CFA
8
2
Meetings With REIT Management Teams At REIT Week (Part 3/3)
Key takeaways from REIT Week reveal where management teams are seeing improving fundamentals, hidden value, and new catalysts.
Jun 24
•
Jussi Askola, CFA
8
Meetings With REIT Management Teams At REIT Week (Part 2/3)
Key takeaways from REIT Week reveal where management teams are seeing improving fundamentals, hidden value, and new catalysts.
Jun 22
•
Jussi Askola, CFA
8
1
Interview With BSR REIT (Strong Buy Reaffirmed)
BSR trades at a deep NAV discount, but management sees a turning point coming as Texas apartment supply finally begins to fall.
Jun 20
•
Jussi Askola, CFA
9
1
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