Jussi Askola

The debt market is now predicting a 99.2% chance of at least one rate cut by June 18th: https://t.co/N4m64IG2IK

Everything is crashing again. Yesterday, President Trump announced the 90-day tariff pause, and the market surged. Remember, however, that China is now being imposed a huge 125% tariff, while the rest of the world is currently at 10%. This will still significantly impact the

The 10-year treasury was nearly 5% earlier this year. It has dropped to the low 4s, which should allow REITs to refinance debt at much lower rates. This is a hidden benefit of this mess.

Interesting!

Dividendology @dividendology

Tariff launch years have not historically been good years for the S&P 500. https://t.co/IGgPzDWTIb

$CCI seems like a great refuge in this environment. It is the only US-focused cell tower REIT. No impact from tariffs. https://t.co/BaSOZGJAh6

Which REITs won't be impacted by the tariffs? Cell tower REITs Affordable housing REITs Net lease REITs Healthcare REITs What else?

What REITs will suffer the most from the trade war? The market seems to think that it will be industrial REITs. I think that it is hotel REITs. Recession, no long-term leases, and much lower international tourism could hit them hard. $HST $PK $APLE https://t.co/JPazeiXkh1

$ARE offers up to 100% upside in future recovery and could be one of the biggest long-term beneficiaries of AI in the REIT sector. You can read our full write-up on High Yield Landlord with the free trial. https://t.co/IMtdKhDsk1

REITs always eventually recover and richly reward investors who have the courage to buy them when they are cheap. I don't think that this time will be any different https://t.co/IpmLEzAPiq

I bought some more shares of $ARE. It is down more than the rest of the REIT market, despite being less impacted in my opinion, and already being heavily discounted. It has not been this year since the great financial crisis: https://t.co/lw0iP47JUs

What will be more overbuilt three years from now?

It’s tempting to chase yield with REITs… But strong fundamentals beat high payouts every time.

The last time REITs were this cheap was following the great financial crisis, and here is how they performed in the next two years as they recovered: https://t.co/wdkYHrxwV0

High yield ≠ good investment. Don’t chase REITs for dividends alone.

📦 Investing $100K in $VNQ buys you: 🏢 $9,400 worth of $PLD (Prologis) 🏢 $7,300 worth of $AMT (American Tower) 🏢 $6,700 worth of $CCI (Crown Castle) 🏢 $5,400 worth of $EQIX (Equinix) 🏢 $3,900 worth of $WELL (Welltower) 🏢 $3,600 worth of $SPG (Simon Property Group) 🏢

Barry Sternlicht said this about REITs in 2023: "By the way, when credit comes back, you are gonna see REITs take off... There are some unbelievable bargains in REITs. We did the same thing during the pandemic. We bought a dozen stocks all over the world and we had a 70% IRR on https://t.co/2HBtavv1Mm

Realty Income has been a huge winner over the long run, but in recent years, it has done a lot worse than many of its peers like Agree Realty. Will it keep underperforming going forward? Has it become too big for its own good? $O vs. $ADC: https://t.co/qR6YJGgPxD