May
18, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 5/18/2025
18 min read
May
15, 2025
Scott Kennedy’s BDC Earnings Series: Assessing TriplePoint Venture Growth’s Performance For Q1 2025
10 min read
May
14, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Cherry Hill Mortgage’s Performance For Q1 2025
9 min read
May
14, 2025
Portfolio Update - May: Good Titles Are Hard
12 min read
May
13, 2025
Scott Kennedy’s BDC Earnings Series: Assessing FS KKR Capital’s and Gladstone Investment’s Performance For Calendar Q1 2025
17 min read
May
12, 2025
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Ellington Financial’s and Blue Owl Capital’s Performance For Q1 2025
19 min read
May
11, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 5/11/2025
20 min read
May
10, 2025
Introducing the Dividend Portfolio Tracker
3 min read
May
09, 2025
Trade Alert by Scott Kennedy 05/09/2025
1 min read
May
09, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing MFA Financial’s Performance For Q1 2025
10 min read
May
08, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Chimera Investment’s and Ready Capital’s Performance For Q1 2025
20 min read
May
08, 2025
Sun Communities Q1 2025: New Guidance and Special Dividend
2 min read
May
07, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Blackstone Secured Lending’s and SLR Investment’s Performance For Q1 2025
14 min read
May
07, 2025
Trade Alert by Scott Kennedy 05/07/2025
May
06, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing AG Mortgage Investment’s and Granite Point Mortgage’s Performance For Q1 2025
19 min read
May
06, 2025
Amrita Roy: A Goldilocks Quarter For Hyperscaler AI Capex (Guest Post)
17 min read
May
05, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Golub Capital BDC’s Performance For Calendar Q1 2025
9 min read
May
04, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 5/4/2025
19 min read
May
02, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Oaktree Specialty Lending’s Performance For Calendar Q1 2025
9 min read
May
01, 2025
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing New York Mortgage’s and Sixth Street Specialty Lending’s Performance For Q1 2025
17 min read
Apr
30, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Blackstone Mortgage’s and Annaly Capital’s Performance For Q1 2025
15 min read
Apr
29, 2025
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Franklin BSP Realty’s and Ares Capital’s Performance For Q1 2025
17 min read
Apr
29, 2025
American Tower Q1 2025: Rallying on Earnings
3 min read
Apr
28, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Two Harbor’s Performance For Q1 2025
8 min read
Apr
28, 2025
Alexandria Q1 2025 Update
3 min read
