{"podcast":{"title":"Dividend Talk","slug":"dividend-talk-939974","podcast_index_feed_id":939974,"rss_url":"https://anchor.fm/s/2755d9a4/podcast/rss","website_url":"https://dividendtalkpodcast.com","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/6499377/6499377-1755853124449-b310e299a6343.jpg","author":"Dividend Talk","episode_count":302,"summary":"Join hosts Derek from Ireland & Edgi from the Netherlands on the Dividend Talk podcast, your number one source for all things Dividend Growth with a European perspective. With a shared passion for Dividend Growth investing, they provide personal insights, strategies, & experiences, while featuring guests from around the world to inspire and educate investors. Join their discussions designed to empower you with knowledge, keep you informed on market news, and equip you with valuable tools to maximize your investments. Tune in to learn and grow with us.","last_synced_at":"2026-06-14T12:17:12.311423+00:00","page_url":"https://stenobird.com/podcast/dividend-talk-939974"},"episode":{"title":"REITs, M&A Waves & the Management Test: Jussi Askola on Investing in Real Estate Investment Trusts","slug":"reits-m-a-waves-the-management-test-jussi-askola-on-investing-in-real-estate-investment-trusts","published_at":"2026-04-11T06:00:00+00:00","page_url":"https://stenobird.com/podcast/dividend-talk-939974/reits-m-a-waves-the-management-test-jussi-askola-on-investing-in-real-estate-investment-trusts","show_page_url":"https://stenobird.com/podcast/dividend-talk-939974","url":"https://podcasters.spotify.com/pod/show/dividend-talk/episodes/REITs--MA-Waves--the-Management-Test-Jussi-Askola-on-Investing-in-Real-Estate-Investment-Trusts-e3hnl7s","audio_url":"https://traffic.megaphone.fm/APO5604189958.mp3","summary":"This week we welcome Jussi Askola – Finnish-born REIT specialist, founder of Lundberg Capital, and author of The REIT Advantage – to Dividend Talk. Jussi runs one of the largest paid REIT investor communities online, High Yield Landlord, and advises family offices and institutional investors on REIT strategy. We dig into the current wave of private equity M&A sweeping the REIT sector, why management quality is Jussi's first and most important filter, how European REITs compare to their US counterparts, and what the five-year outlook for the sector looks like from someone with half their net worth in real estate investment trusts. Topics covered: Why REITs have been in a bear market for four years – and why that matters for value investors How to spot conflicted management before it destroys your returns Internal vs. externally managed REITs and what to look for The case for REITs over private real estate (including the leverage misconception) European REITs: opportunities, risks, and empire-building management teams Specific stock views: Camden, Rexford, EPR, Primary Health, Shurgard, HASI and more Residential REITs as the next turnaround play for 2027 Join us : Jussi's Newsletter - ⁠High Yield Landlord | Jussi Askola, CFA | Substack Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Discord group - ⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠ Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠ Become a Premium Member for just 129 Euros a year: ⁠⁠⁠https://dividendtalk.eu⁠⁠⁠ Disclaimer: Educational content only. Not financial advice.","meta_description":"This week we welcome Jussi Askola – Finnish-born REIT specialist, founder of Lundberg Capital, and author of The REIT Advantage – to Dividend Talk. Jussi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":5426,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/dividend-talk-939974/episodes/reits-m-a-waves-the-management-test-jussi-askola-on-investing-in-real-estate-investment-trusts/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/dividend-talk-939974/reits-m-a-waves-the-management-test-jussi-askola-on-investing-in-real-estate-investment-trusts.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}