Jun
08, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/08/2025
18 min read
Jun
06, 2025
Trade Alert by Scott Kennedy 06/06/2025
Jun
04, 2025
Americold: Quick Note On The Most Insane Occupancy Issue
3 min read
Jun
02, 2025
Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, and Dividend Versus 11 BDC Peers – Part 1 (Post Q1 2025 Earnings)
22 min read
Jun
01, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/01/2025
19 min read
May
31, 2025
Fannie Mae’s/Freddie Mac’s Potential Exit from Conservatorship + Impact to mREITs
10 min read
May
28, 2025
TWO’s Ongoing Legal Dispute with PRCM (Prior External Manager) + May 2025 Update Regarding Management Termination Fee
6 min read
May
26, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 5/25/2025
5 min read
May
23, 2025
Americold: AFFO Up, Occupancy Down
7 min read
May
20, 2025
Trade Alert by Scott Kennedy 05/20/2025
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
