Dec
07, 2023
Blackstone Mortgage Trust and the Muddy Waters Bear Attack
5 min read
Michael VanLoon
Dec
06, 2023
SBAC: My Largest Position
2 min read
Dec
06, 2023
Guest Post by Yield Hunting (Alpha Gen Capital): December 2023 Newsletter | 'A November to Remember'
12 min read
Dec
05, 2023
RITM Q3 2023 Updates And Comparison Article By Scott Kennedy
28 min read
Dec
04, 2023
Trade Alert
5 min read
Dec
04, 2023
Trade Alert Preview
Dec
03, 2023
Preferred Share Thoughts
13 min read
Dec
03, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/03/2023
13 min read
Nov
30, 2023
Trade Alert
6 min read
Nov
29, 2023
Quick Notes on MFA Positions
2 min read
Nov
29, 2023
CCI: Activist Update and Potential Changes
16 min read
Nov
29, 2023
Tower REIT Update: Two Minor Corrections
Nov
28, 2023
Tower REIT Update
7 min read
Nov
28, 2023
13% Dividend Yield and 12% Upside
1 min read
Nov
26, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/26/2023 - Brief Update
5 min read
Nov
22, 2023
DX-C vs. AGNC Preferred shares
2 min read
Nov
22, 2023
MFIC Q3 2023 Updates By Scott Kennedy
12 min read
Nov
21, 2023
TCPC Q3 2023 Updates By Scott Kennedy
14 min read
Nov
19, 2023
Update: Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/19/2023
10 min read
Nov
18, 2023
PSEC Q3 2023 Updates By Scott Kennedy
16 min read
Nov
17, 2023
PMT: Before The Market Catches On: Free Release
21 min read
Nov
17, 2023
OBDC Q3 2023 Updates By Scott Kennedy
13 min read
Nov
17, 2023
PFLT Q3 2023 Updates By Scott Kennedy
12 min read
Nov
16, 2023
Trade Alert 2023-11-16
3 min read
Nov
16, 2023
TWO Preferred Share Update: Free Release
5 min read
Nov
16, 2023
OCSL Q3 2023 Updates By Scott Kennedy
13 min read
Nov
16, 2023
AAIC Q3 2023 Updates By Scott Kennedy
8 min read
Nov
15, 2023
CHMI & IVR Q3 2023 Updates By Scott Kennedy
21 min read
Nov
15, 2023
EFC Q3 2023 Updates By Scott Kennedy
15 min read
Nov
15, 2023
MITT Q3 2023 Updates By Scott Kennedy
14 min read
Nov
15, 2023
SLRC & MFA Q3 2023 Updates By Scott Kennedy
22 min read
Nov
14, 2023
Trade Alert
2 min read
Nov
14, 2023
Inflation Down, Rates Down, REITs Up
3 min read
Nov
14, 2023
RC & GPMT Q3 2023 Updates By Scott Kennedy
20 min read
Nov
14, 2023
FSK Q3 2023 Updates By Scott Kennedy
13 min read
Nov
13, 2023
GAIN Q3 2023 Updates By Scott Kennedy
13 min read
Nov
13, 2023
CIM & ACRE Q3 2023 Updates By Scott Kennedy
22 min read
Nov
13, 2023
TSLX & TPVG Q3 2023 Updates By Scott Kennedy
20 min read
Nov
12, 2023
Update: Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/12/2023
10 min read
Nov
12, 2023
Portfolio Update - November: A Brief Glimpse of Lower Rates
10 min read
Nov
11, 2023
NYMT Q3 2023 Updates by Scott Kennedy
12 min read
Nov
09, 2023
TWO Preferred Share Update
5 min read
Nov
06, 2023
Realty Income Q3 2023 Update
2 min read
Nov
06, 2023
Why Did Book Values Surge? Easy Mortgage REIT Guide to Tightening.
6 min read
Nov
05, 2023
All Housing REIT Target Updates
17 min read
Nov
05, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/05/2023
12 min read
Nov
02, 2023
SBAC: Q3 2023 Update
2 min read
Nov
02, 2023
Trade Alert
3 min read
Nov
01, 2023
PMT, AGNC, TWO, and CSWC Q3 2023 Updates by Scott Kennedy
37 min read
Oct
30, 2023
Realty Income Buys Spirit Realty Capital: Math Ensues
5 min read
