REITs, M&A Waves & the Management Test: Jussi Askola on Investing in Real Estate Investment Trusts

This week we welcome Jussi Askola – Finnish-born REIT specialist, founder of Lundberg Capital, and author of The REIT Advantage – to Dividend Talk. Jussi runs one of the largest paid REIT investor communities online, High Yield Landlord, and advises family offices and institutional investors on REIT strategy.

We dig into the current wave of private equity M&A sweeping the REIT sector, why management quality is Jussi's first and most important filter, how European REITs compare to their US counterparts, and what the five-year outlook for the sector looks like from someone with half their net worth in real estate investment trusts.

Topics covered:

• Why REITs have been in a bear market for four years – and why that matters for value investors
• How to spot conflicted management before it destroys your returns
• Internal vs. externally managed REITs and what to look for
• The case for REITs over private real estate (including the leverage misconception)
• European REITs: opportunities, risks, and empire-building management teams
• Specific stock views: Camden, Rexford, EPR, Primary Health, Shurgard, HASI and more
• Residential REITs as the next turnaround play for 2027

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Disclaimer: Educational content only. Not financial advice.