Core Insights - The REITs industry has undergone significant changes over the past five years, with a shift from an era of easy capital to a more discerning investment environment in the post-pandemic era [1] Industry Changes - The transition in the REITs sector indicates that investors are now more selective, reflecting a broader trend in investment behavior following the pandemic [1]

Group 1 - The fundamental profit generation formula for businesses is to achieve higher yields/returns on investments than the cost of capital [1] - Net leases are highlighted as a favorable investment strategy for generating profits [1] - Jussi Askola is identified as a leader in the investment group High Yield Landlord, which focuses on real-money REIT portfolios and transactions [1] Group 2 - Leonberg Capital, led by Jussi Askola, is a value-oriented investment boutique that provides consulting services on REIT investing [1] - The firm has established relationships with top REIT executives and has a strong academic background in REIT investing [1]