Apr
02, 2025
Portfolio Update - April: Bring On The Alpha
16 min read
Apr
01, 2025
American Tower Q4 2024: Perception Swings
3 min read
Mar
30, 2025
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, and Dividend Versus 17 mREIT Peers – Part 2 (Includes Q2 2025 Dividend Projection For All Peers)
20 min read
Mar
26, 2025
Trade Alert 2025-03-26 by Scott Kennedy and Michael VanLoon
2 min read
Mar
25, 2025
Crown Castle International Suddenly Fires CEO Steven Moskowitz
2 min read
Mar
24, 2025
Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, And Dividend Versus 11 BDC Peers – Part 2 (Includes Cal Q2 2025/Next Series of Dividend Projections For All Covered Peers)
24 min read
Mar
23, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/23/2025
12 min read
Mar
21, 2025
Trade Alert 03/21/2025 - Part 2: Another Trade
5 min read
Mar
21, 2025
Trade Alert 03/21/2025
1 min read
Mar
20, 2025
Portfolio Update - March: The Latest Portfolio Update
15 min read
Mar
19, 2025
Trade Alert 03/19/2025
2 min read
Mar
18, 2025
15% Dividend Yields at Nosebleed Valuations
10 min read
Mar
17, 2025
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, and Dividend Versus 17 mREIT Peers – Part 1 (Post Q4 2024 Earnings)
29 min read
Mar
16, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/16/2025
13 min read
Mar
14, 2025
Crown Castle International Q4 2024: Shares Jump 10% on Fiber Sale
4 min read
Mar
14, 2025
The Question Board / Ask Me Anything
3 min read
Mar
12, 2025
Trade Alert by Scott Kennedy 03/07/2025
Mar
10, 2025
Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, and Dividend Versus 11 BDC Peers – Part 1 (Post Q4 2024 Earnings)
22 min read
Mar
09, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/09/2025
14 min read
Mar
07, 2025
Guide: How To Do Better Buybacks Using Ready Capital
10 min read
Mar
07, 2025
Trade Alert by Scott Kennedy 03/07/2025
Mar
06, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Cherry Hill Mortgage’s Performance For Q4 2024
9 min read
Mar
05, 2025
Scott Kennedy’s BDC Earnings Series: Assessing TriplePoint Venture Growth’s Performance For Q4 2024
10 min read
Mar
05, 2025
Preferred Share and Baby Bond Target Updates 03/05/2025
4 min read
Mar
04, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing AG Mortgage Investment’s Performance For Q4 2024
9 min read
