Dane Bowler

Weyerhaeuser (WY) trades at 66% of NAV as timber headwinds fade. Read the full analysis on the REIT here.

Summary Janus Living stands as the only pure-play senior housing REIT, offering direct SHOP exposure and unique sector positioning.

With REIT sector fundamentals improving, I expect the next decade to offer stronger total returns for active strategies. Learn more.

Rotate from hotel REIT common shares into preferreds: PEB.PR.H & CLDT.PR.A offers ~8% yields, up to 38% upside to par, and better safety—read more now.

The REIT market overvalues recent 'kinetic' earnings growth and undervalues 'potential' forward earnings, creating mispricings across sectors.

Summary Prologis delivered a strong 2Q26, beating earnings and raising guidance, signaling a sector-wide positive inflection for industrial REITs.

Crown Castle offers an attractive entry point amid improved organic growth, reduced headwinds, and a discounted valuation. Read more on CCI stock here.

Summary WEC Energy Group is now favored over Dominion due to a more attractive risk/reward profile and misunderstood regulatory developments.

AI stock bubble worries? Discover undervalued AI infrastructure plays like regulated utilities, power providers & data centers for durable growth. See more here.

Summary The real estate supply curve has shifted left, driving higher future rental rates and favoring owners of existing properties.