What Makes REITs So Rewarding

Core Insights - The article discusses the current positioning of High Yield Landlord in anticipation of a shift in the REIT market, emphasizing the potential for rewarding investments in the long run despite recent poor performance [1] - REITs, specifically VNQ, have experienced one of their worst five-year stretches, leading to a perception of them as poor investments due to recency bias [1] Company Overview - Leonberg Capital, led by Jussi Askola, is a value-oriented investment boutique that provides consulting services on REIT investing to hedge funds, family offices, and private equity firms [2] - The investment group High Yield Landlord offers features such as multiple portfolios, buy/sell alerts, and direct access to analysts for real-time investment insights [2]