2178 views 158 likes
Channel: Jussi Askola, CFA
REITs have finally started to recover after a painful multi-year bear market, and I believe this could be just the beginning of a much larger bull market. The key reason is the “AI immunity trade.” As AI begins to disrupt more businesses, investors are starting to rotate capital away from vulnerable sectors like SaaS and toward real assets with low obsolescence risk. REITs are especially well-positioned because they own essential, limited-supply infrastructure that technology cannot replace. In this video, I explain why REITs may benefit from this capital rotation, why companies like Digital Realty, American Tower, Prologis, Public Storage, and Alexandria Real Estate could be tied to the AI megatrend, and why REIT valuations still appear attractive even after their recent rally. At High Yield Landlord, we have positioned our portfolio to benefit from this shift toward AI-resilient real assets.
🎁 You can access my entire REIT Portfolio by taking a 2-week free trial to my REIT newsletter, High Yield Landlord: https://www.high-yield-landlord.com/about
📚 My book “The REIT Advantage” is now out on Amazon. I share everything I have learned from over a decade of REIT investing: https://www.amazon.com/REIT-Advantage-Higher-Returns-Private-ebook/dp/B0G8ZB8TDK/ref=tmm_kin_swatch_0?_encoding=UTF8&dib_tag=se&dib=eyJ2IjoiMSJ9.DVDUTYshJxdwWcCNpmbhk4SvRhh-Mf-UeIjLLOSbNjyZGp-wR_0Ejesu91_gl2LygBF2Tx3mjXGuHOnzwWBYA0Oag6WtRHg_hEvLBxE0YQ9Ipiuyit39PfPZ8HMDcu3niaulAGcLWqeEs_PjHvcCFSsO7etECICxTn0dYYT3-hnOqIfCQ3fU92dAHIzKo_HRttLi6_5yAL5ilwjA8lhU7Y8dXLEu3cZsppFy9WUmzxE.dgGgZk6chLHpbNaAuwV5Q7D4HzuPLh3jTQOBElnwJKU&qid=1766861877&sr=8-1
💛💙 Follow me on Instagram: https://www.instagram.com/jussiaskola/
📧 For business inquiries, you can reach me at jaskola@leonbergcapital.com
Important Disclaimer: I hold positions in the companies mentioned in the video. This video is impersonal and does not provide individualized advice or recommendations for any specific person. Viewers/readers should not make any investment decision without conducting their own due diligence and consulting their financial advisor about their specific situation. This video is for entertainment purposes only and you are responsible for your own investment decisions. The information is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. The opinions expressed are those of the publisher and are subject to change without notice. This YouTube channel is managed by Leonberg Research OÜ, a subsidiary of Leonberg Capital OÜ.
#REITs #DividendInvesting #IncomeInvesting
Video length: 7:01