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Important Announcement
I have just crossed into Ukraine for my 11th convoy. The risks are rising, and our next mission could make a life-saving difference. Here’s how you can…
Nov 2
•
Jussi Askola, CFA
10
1
Tallinna Sadam: Buying The Port And Ferry Business, Getting The Real Estate For Free
A little-known infrastructure stock may be hiding a massive real estate opportunity that the market is barely pricing in. Here's why we're bullish.
Oct 30
•
Jussi Askola, CFA
8
2
Starlink Just Strengthened The Bull Case For Cell Tower REITs
Cell tower REITs have been battered for years. Now, an unexpected development could revive growth and challenge one of the market's biggest fears.
Oct 26
•
Jussi Askola, CFA
8
3
Our Data Center Portfolio Is Taking Shape
The AI boom could unleash trillions in data center spending. We are building exposure in several different ways, including some the market may be…
Oct 22
•
Jussi Askola, CFA
7
2
Our New Top Pick: National Health Investors
A healthcare REIT is quietly reshaping its portfolio, strengthening its balance sheet, and positioning for a powerful senior housing tailwind.
Oct 2
•
Jussi Askola, CFA
8
Star Holdings: 100%+ Upside Still Possible
A complex liquidation is taking longer than expected, but recent asset sales and a persistent valuation gap suggest the investment thesis remains…
Sep 4
•
Jussi Askola, CFA
7
3
IWG: Investors Are Asleep At The Wheel (Q2 2026 Update)
A rapidly transforming business is growing faster while becoming higher quality. Investors remain skeptical, but H2 could finally reveal its true…
Aug 24
•
Jussi Askola, CFA
16
6
2
Cell Tower REITs Appear To Be Near A Cyclical Trough
Cell tower REITs have struggled for years, but we think the tide is turning. Here's why we're bullish on this overlooked sector despite recent…
Jul 24
•
Jussi Askola, CFA
12
2
Chiron Real Estate: A New Opportunity?
A discounted REIT is pivoting toward senior housing, but the opportunity is more complicated than the headline valuation suggests.
Jun 4
•
Jussi Askola, CFA
9
1
What Active REIT Managers Bought And Sold In Q1 2026
Active REIT managers are making some revealing moves, highlighting where smart money is finding opportunity as the sector recovers.
May 25
•
Jussi Askola, CFA
9
1
Time To Buy Hotel REITs?
Hotel REITs look cheap, but cheap may not mean attractive. Here is why we remain cautious despite big discounts and buyout potential.
May 18
•
Jussi Askola, CFA
9
1
VICI Properties: A Class Of Its Own
A misunderstood net lease REIT is selling off, but its real estate may be far stronger, safer, and more inflation protected than investors realize.
May 7
•
Jussi Askola, CFA
14
2
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