REITs have underperformed for 25 years, but could the next decade be different? Jussi Askola joins us to look at where REITs stand today, how they are valued, and where investors may find the best opportunities. We discuss how to value REITs using NAV and FFO, why management quality matters, and which sectors look most attractive, including data centers, cell towers, multifamily, retail, and office. We also compare public and private real estate and explore what could drive REIT returns over the next 10 years. To go beyond the podcast: Take the guesswork out of investing, taxes, and retirement. Book a free consultation with Domain Money Today: www.biggerpocketsmoney.com/cfp Get 50% Off Your First Year of Monarch by using code ‘Pockets’: https://www.monarch.com/pockets Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney Connect with Jussi Askola Website: https://www.leonbergcapital.com/ Buy His New Book ‘The Reit Advantage’: https://www.amazon.com/dp/9916435359?lv=shuf&amp;channelId=500&amp;plpRedirect=mhFallback Substack: https://www.high-yield-landlord.com/ We believe financial independence is attainable for anyone no matter when or where you’re starting. Let’s get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices

REITs Have Under Performed for 25 Years. Is the Next Decade Different?

BiggerPockets Money Podcast

[SPEAKER_A] 3 years ago, we had Jussi Askola, REIT expert from High Yield Landlord, talk about REITs, and we had a lively debate here on the BiggerPockets Money Podcast about real estate investment trusts versus rentals. Since then, both real estate investment trusts and rentals have been pretty flat, significantly underperforming the S&P 500 or other major market indexes. Jussi is back to talk with me about the landscape for REITs, what's happened, his wins and losses, and where he thinks the opportunities are going forward. Hello, hello, hello, and welcome to the BiggerPockets Money Podcast.

[SPEAKER_B] Without Mindy Jensen, I am Scott Trench, your real estate investment trustee, solo host today.

[SPEAKER_A] I am very excited to be joined today on the BiggerPockets Money Podcast by Jussi Askola for this conversation. Welcome back to the BiggerPockets Money Podcast, Jussi. How's it going?

[SPEAKER_C] Very good. Thank you for having me, Scott. And as I was just telling you, the big change from last time we talked is your mustache. It's very nice. I like it a lot.

[SPEAKER_A] I'm very glad you noticed the mustache. So, or the moustache. Yes. Wonderful. So, well, to start things off, for people who haven't listened, I want to actually pop a big question here, which is we talked maybe about 2, 3 years ago about REITs. And if you just look at like a broad REIT index, like VNQ, it hasn't really gone anywhere, right? I mean, and that's big news because the rest of the markets, you know, gone and ripped. Can you maybe start us off there and tell us what's happened here? We thought, I think there was a good case to be made, hey, REITs are probably at a relative low.

REITs Have Under Performed for 25 Years. Is the Next Decade Different?

Read the full transcript

The candid version is on a podcast,
not the earnings call.

REITs Have Under Performed for 25 Years. Is the Next Decade Different?

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.