Mar
09, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/09/2025
14 min read
Michael VanLoon
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
05, 2025
Preferred Share and Baby Bond Target Updates 03/05/2025
4 min read
Mar
03, 2025
Trade Alert by Scott Kennedy 03/03/2025
1 min read
Mar
02, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/02/2025
17 min read
Feb
28, 2025
PennyMac and the SmackDown
7 min read
Feb
26, 2025
11 Dividend Yields Over 8%
13 min read
Feb
25, 2025
Realty Income Q4 2024 Earnings Update: Headwinds Were Already Priced In
3 min read
Feb
25, 2025
SBA Communications Q4 2024 Update: The Curious Case of Interest Expense
3 min read
Feb
24, 2025
Shorts Get Burned: SUI’s $5.65B Deal Proves the Bears Wrong
5 min read
Feb
23, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/23/2025, PMTV added to coverage, RC rebuttal
20 min read
Feb
21, 2025
Digital Realty Income Prints Shares to Buy Treasuries
8 min read
Feb
19, 2025
12% Dividend Yields Are Not Enough
9 min read
Feb
14, 2025
Agree Realty Q4 2024 Earnings Update: Another Solid Quarter
6 min read
Feb
13, 2025
W.P. Carey Q4 2024 Earnings Update: Slightly Better Than Expected
9 min read
Feb
12, 2025
Trade Alert by Scott Kennedy 02/12/2025
1 min read
Feb
12, 2025
Trade Alert 02/12/2025
1 min read
Feb
11, 2025
National Retail Properties Q4 2024 Earnings Update: What Is The Market Smoking?
9 min read
Feb
09, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/09/2025
17 min read
Feb
05, 2025
Rexford Q4 2024 Earnings Update
14 min read
Feb
05, 2025
Q4 2024 Equity REIT Earnings Update Priority - Poll for Members
1 min read
Feb
04, 2025
Portfolio Update - February: The Hunt Continues, One Potential Opportunity Catching my Eye
12 min read
Feb
03, 2025
Updated Google Sheets Pages
1 min read
Feb
02, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/02/2025
15 min read
Jan
31, 2025
Secure REIT Forum Google Sheets Links
9 min read
Jan
30, 2025
PennyMac and the Transcript
8 min read
Jan
28, 2025
Trade Alert 01/28/2024
1 min read
Jan
27, 2025
Alexandria Q4 2024 Update: The Buybacks Begin
4 min read
Jan
26, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/26/2025
15 min read
Jan
24, 2025
Trade Alert by Scott Kennedy 01/24/2025
1 min read
Jan
23, 2025
Past Time to Take Gains on These Big Yielders (Early Access + Bonus Section)
5 min read
Jan
21, 2025
Prologis Q4 2024 Earnings Update
5 min read
Jan
20, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/19/2025
16 min read
Jan
19, 2025
Preferred Share Target Updates 2025-01-19
4 min read
Jan
17, 2025
Trade Alert 01/17/2024
1 min read
Jan
15, 2025
Trade Alert By Scott Kennedy 01/15/2025
1 min read
Jan
15, 2025
Baby Bond Target Updates for PMTU, MFAN, MFAO, CIMN, CIMO
3 min read
Jan
13, 2025
Portfolio Update - January: New Year, Higher Rates
11 min read
Jan
12, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/12/2025
14 min read
Jan
09, 2025
Why Are There Zero Articles Covering PayPal’s New Scandal?
9 min read
Jan
08, 2025
GAIN Baby Bond Target Updates and GAINI Added to Coverage
4 min read
Jan
05, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/31/2024
14 min read
Jan
03, 2025
Alexandria and the Massive Report, Target Updates
21 min read
Jan
01, 2025
RCD added to coverage. Baby Bond Target Updates. Quick Notes.
5 min read
Dec
30, 2024
Should You Be Worried By Alexandria’s Insider Selling?
3 min read
Dec
29, 2024
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 2 (Includes Q1 2025 Dividend Projection For All Peers)
22 min read
Dec
27, 2024
Can Walgreens Really Threaten Realty Income’s Dividend?
9 min read
Dec
27, 2024
Trade Alert By Scott Kennedy 12/27/2024
Dec
22, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/22/2024
20 min read
