Earnings

Earnings Update: Net Lease REITs (Q3 2026)

Net lease REITs remain under pressure from high rates, but several now offer unusually attractive yields, valuations, and recovery potential.

Nov 11 • Jussi Askola, CFA

Earnings Update: Retail REITs (Q3 2026)

Retail REIT fundamentals remain solid, but valuations are no longer screaming cheap. We compare four names to see where risk and upside diverge.

Nov 10 • Jussi Askola, CFA

Earnings Update: Industrial REITs (Q3 2026)

Industrial REITs are entering a new phase of the cycle. We compare three leading names to see where the best risk-adjusted opportunity may be.

Nov 9 • Jussi Askola, CFA

Earnings Update: Specialty REITs (Q2 2026)

From towers to cannabis and data centers, specialty REITs are presenting unusual opportunities. We reveal the two that look most attractive today.

Sep 14 • Jussi Askola, CFA

Earnings Update: Residential REITs (Q2 2026)

The rental housing recovery is finally taking shape, but major differences remain across markets. We reveal which residential REIT looks best today.

Sep 11 • Jussi Askola, CFA

Earnings Update: Healthcare REITs (Q2 2026)

Healthcare real estate is splitting into winners and laggards. We break down the latest data and reveal where we see the best opportunities today.

Sep 2 • Jussi Askola, CFA

Earnings Update: Retail REITs (Q2 2026)

Four retail REITs are thriving in a remarkably tight market, but their valuations and risk profiles point to two very different opportunities.

Aug 28 • Jussi Askola, CFA

What The REIT Smart Money Bought And Sold In Q2 2026

Top REIT investors made some surprising moves last quarter. We reveal what they bought, what they sold, and where the smart money sees opportunity.

Aug 21 • Jussi Askola, CFA

Earnings Update: Net Lease REITs (Q2 2026)

Net lease REITs just reported strong results. We review the latest earnings and explain why one standout offers the best value today.

Aug 10 • Jussi Askola, CFA

Earnings Update: Industrial REITs (Q2 2026)

Industrial REIT fundamentals are improving again. We review the latest results and explain why one of our holdings stands out as the best value today.

Jul 31 • Jussi Askola, CFA

Earnings Update: Specialty REITs (Q1 2026)

Specialty REITs have seen major catalysts this year, but two overlooked names still appear to offer the most compelling long-term upside.

Jun 11 • Jussi Askola, CFA

Earnings Update: Residential REITs (Q1 2026)

Residential REITs are showing early signs of recovery, but one subsector now looks especially well-positioned after recent policy fears eased.

Jun 10 • Jussi Askola, CFA

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts