Oct
07, 2025
Oct
06, 2025
Trade Alert by Scott Kennedy 10/6/2025
1 min read
Oct
05, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/05/2025
25 min read
Sep
30, 2025
Targets Added: CIMP, AGNCZ, RITM-E plus Updates for Baby Bonds and Preferred Shares
4 min read
Sep
30, 2025
Trade Alert by Scott Kennedy 9/30/2025
Sep
24, 2025
Portfolio Update - September 2025
10 min read
Sep
24, 2025
Trade Alert 09/24/2025
1 min read
Sep
22, 2025
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, and Dividend Versus 17 mREIT Peers – Part 2 (Includes Q4 2025 Dividend Projection For All Peers)
21 min read
Sep
22, 2025
Trade Alert by Scott Kennedy 9/22/2025
Sep
21, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/21/2025
25 min read
Sep
19, 2025
Trade Alert 09/19/2025 and Order Chaos
4 min read
Sep
19, 2025
Brief Introduction to AGNCZ and RITM-E with Foreshadowing
6 min read
Sep
18, 2025
Guide: Why Book Value is Separate From Core Earnings
6 min read
Sep
15, 2025
Scott Kennedy’s BDC Series: Blackstone Secured Lending’s NAV, Valuation, And Dividend Versus 11 BDC Peers – Part 2 (Includes Cal Q4 2025/Next Series of Dividend Projections For All Covered Peers)
24 min read
Sep
15, 2025
Trade Alert by Scott Kennedy 9/15/2025
Sep
15, 2025
Note on PMT Baby Bonds
3 min read
Sep
14, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/14/2025
20 min read
Sep
11, 2025
Trade Alert 09/11/2025 - Both Analysts
1 min read
Sep
09, 2025
Tower REIT Update Following EchoStar deal with SpaceX + Target Updates
8 min read
Sep
08, 2025
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, and Dividend Versus 17 mREIT Peers – Part 1 (Post Q2 2025 Earnings)
30 min read
Sep
07, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/07/2025
21 min read
Sep
02, 2025
Scott Kennedy’s BDC Series: Blackstone Secured Lending’s NAV, Valuation, and Dividend Versus 11 BDC Peers – Part 1 (Post Q2 2025 Earnings)
21 min read
Aug
28, 2025
SBAC Falls After AT&T Acquired More Spectrum from EchoStar
8 min read
Aug
28, 2025
Trade Alert 08/28/2025
1 min read
Aug
27, 2025
Trade Alert 08/27/2025
3 min read