REITs May Be The Biggest Winner Of The Coming Market Shift

Jussi Askola, CFAInvesting Group LeaderFollow5ShareSavePlay(9min)Comments(3)SummaryAI is beginning to disrupt far more industries than most investors expected.As barriers to entry collapse, many businesses could face lower growth and valuations.But one asset class may actually benefit from this shift.High Yield Landlord members get exclusive access to our real-world portfolio. See all our investments here » Rasi Bhadramani/iStock via Getty Images Over the past years, we have had many different narratives dominate market headlines and influence the valuations of various sectors. First, we had the pandemic, which massively favored tech stocks but hurt real-world industries like realThis article was written byJussi Askola, CFA69.04K FollowersFollowJussi Askola is the President of Leonberg Capital, a value-oriented investment boutique that consults hedge funds, family offices, and private equity firms on REIT investing. He has authored award-winning academic papers on REIT investing, has passed all three CFA exams, and has built relationships with many top REIT executives. He is the leader of the investing group High Yield Landlord, where he shares his real-money REIT portfolio and transactions in real-time. Features of the group include: three portfolios (core, retirement, international), buy/sell alerts, and a chat room with direct access to Jussi and his team of analysts to ask questions. Learn more.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.