Jan
31, 2025
Secure REIT Forum Google Sheets Links
8 min read
Michael VanLoon
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
Dec
18, 2024
Trade Alert By Scott Kennedy 12/18/2024
Dec
17, 2024
Why I Keep Buying Industrial REITs
11 min read
Dec
16, 2024
Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 2 (Includes Cal Q1 2025/Next Series Of Dividend Projections For All Covered Peers)
26 min read
Dec
15, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/15/2024
21 min read
Dec
12, 2024
Trade Alert 12/12/2024
2 min read
Dec
11, 2024
Scott Kennedy's Response to Ready Capital Short Article
7 min read
Dec
09, 2024
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 1 (Post Q3 2024 Earnings)
30 min read
Dec
08, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/08/2024
20 min read
Dec
06, 2024
Upcoming Articles (CIM-A, NLY-F, VGSH) + Charts on Rexford and Digital Realty
8 min read
Dec
03, 2024
Portfolio Update - December: Time for Macro Charts
18 min read
Dec
02, 2024
Scott Kennedy’s Notes on Ready Capital Acquiring UDF IV
4 min read
Dec
02, 2024
Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 1 (Post Q3 2024 Earnings)
23 min read
Dec
01, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/01/2024
1 min read
Nov
24, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/24/2024
15 min read
Nov
22, 2024
Trade Alert 11/22/2024
1 min read
Nov
22, 2024
Apartment REIT Sector Update and Target Updates Q3 2024
14 min read
Nov
20, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Oaktree Specialty Lending’s Performance For Calendar Q3 2024
8 min read
Nov
20, 2024
Trade Alert By Scott Kennedy 11/20/2024
Nov
19, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Golub Capital BDC’s Performance For Calendar Q3 2024
9 min read
Nov
18, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Cherry Hill Mortgage’s Performance For Q3 2024
7 min read
Nov
18, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Invesco Mortgage’s Performance for Q3 2024
7 min read
Nov
17, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/17/2024
15 min read
Nov
15, 2024
Scott Kennedy’s BDC Earnings Series: Assessing MidCap Financial’s Performance For Q3 2024
7 min read
Nov
15, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Blackrock TCP Capital’s Performance For Q3 2024
8 min read
Nov
14, 2024
Scott Kennedy’s BDC Earnings Series: Assessing TriplePoint Venture Growth’s Performance For Q3 2024
8 min read
