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

Aug

27, 2025

Portfolio Update - August 2025: Subscriber Section Includes Notes on SBAC, REXR

12 min read

Aug

26, 2025

Trade Alert by Scott Kennedy 8/26/2025

Aug

24, 2025

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/24/2025

19 min read

Aug

22, 2025

Trade Alert 08/22/2025 - Both Analysts

2 min read

Aug

20, 2025

Target Updates: Apartments and Manufactured Home Parks

11 min read

Aug

17, 2025

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/17/2025

17 min read

Aug

15, 2025

Scott Kennedy’s mREIT Earnings Series: Assessing Cherry Hill Mortgage’s Performance For Q2 2025

11 min read

Aug

14, 2025

Scott Kennedy’s BDC Earnings Series: Assessing FS KKR Capital’s Performance For Q2 2025

12 min read

Aug

13, 2025

Scott Kennedy’s BDC Earnings Series: Assessing TriplePoint Venture Growth’s and Oaktree Specialty Lending’s Performance For Calendar Q2 2025

18 min read

Aug

12, 2025

Scott Kennedy’s BDC Earnings Series: Assessing Blue Owl Capital’s and Gladstone Investment’s Performance For Calendar Q2 2025

19 min read

Aug

12, 2025

Quick Note on DX-C

3 min read

Aug

11, 2025

Scott Kennedy’s BDC Earnings Series: Assessing Blackstone Secured Lending’s Performance For Q2 2025

8 min read

Aug

11, 2025

Dividend Portfolio Tracker

2 min read