Oct
23, 2023
AGNC Preannounced Huge BV Loss, As We Predicted
3 min read
Michael VanLoon
Oct
23, 2023
Trade Alert
3 min read
Oct
22, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/22/2023
14 min read
Oct
22, 2023
ORC, MAIN, and GBDC Q3 2023 Updates by Scott Kennedy
32 min read
Oct
20, 2023
CCI: Q3 2023 The Real Numbers Behind Guidance
7 min read
Oct
18, 2023
Chill Time For Agency Mortgage REITs & Fixed-Rate Preferreds
4 min read
Oct
18, 2023
PLD: Q3 2023 & The Global Industrial Outlook
6 min read
Oct
17, 2023
ELS Q3 2023 Earnings Update
4 min read
Oct
15, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/15/2023
9 min read
Oct
13, 2023
Trade Alert
3 min read
Oct
10, 2023
Preferred Share Ideas + Notes on Current Environment
14 min read
Oct
09, 2023
Portfolio Update - October: Those Huge Preferred Yields
11 min read
Oct
08, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/08/2023
10 min read
Oct
06, 2023
Trade Alert 2023-10-06
2 min read
Oct
05, 2023
PMT: Before The Market Catches On
20 min read
Oct
04, 2023
Trade Alert
4 min read
Oct
03, 2023
Net Lease Updates: Treasuries Driving Net Lease Lower
5 min read
Oct
01, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/01/2023
10 min read
Sep
27, 2023
Update on CIM-B: Floating Rate Confirmed, Target Updates, Alternatives
6 min read
Sep
24, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/24/2023
10 min read
Sep
22, 2023
Trade Alert
2 min read
Sep
21, 2023
WPC: Slam Dunk? Rejected.
7 min read
Sep
18, 2023
Tower REIT Notes from CCI’s Latest Conferences
6 min read
Sep
17, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/17/2023
8 min read
Sep
14, 2023
Update on CIM-B
7 min read
Sep
11, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/10/2023
7 min read
Sep
11, 2023
Trade Alert
4 min read
Sep
07, 2023
Portfolio Update - September: Market Stumbles, Alpha Improves
17 min read
Sep
06, 2023
Trade Alert
3 min read
Sep
04, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/03/2023
8 min read
Sep
01, 2023
Correction to Chart
1 min read
Sep
01, 2023
Preferred Share Risk Rating and Target Updates
10 min read
Aug
31, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/27/2023
7 min read
Aug
30, 2023
Full Details on NLY-F, AGNCN, IVR-B, IVR-C, CIM-B, TWO-A, TWO-B, TWO-C
6 min read
Aug
29, 2023
Preferred Share LIBOR Risk Updates: NLY-F, AGNCN, IVR-B, IVR-C, CIM-B, TWO-A, TWO-B, TWO-C
2 min read
Aug
28, 2023
Trade Alert
3 min read
Aug
27, 2023
Which Preferred Shares Are Safe From The LIBOR Stunt?
7 min read
Aug
25, 2023
How PennyMac Mortgage Tried to Screw Preferred Shareholders
8 min read
Aug
23, 2023
O: Q2 2023 Update for Realty Income
6 min read
Aug
21, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/20/2023
8 min read
Aug
18, 2023
Guide To The 100k Charts
9 min read
Aug
17, 2023
Trade Alert
6 min read
Aug
15, 2023
WPC: Q2 2023 Update & Some Net Lease Lessons
10 min read
Aug
14, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/13/2023
7 min read
Aug
10, 2023
Subscriber Preview: Another Article About Medical Property Trust's Dividend
5 min read
Aug
10, 2023
AVB: Q2 2023 Rent Keeps Running Higher
5 min read
Aug
07, 2023
ESS: Q2 2023 Guidance Up, Setting Up A Q3 Beat
4 min read
Aug
06, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/06/2023
8 min read
Aug
06, 2023
CPT: Q2 2023 Solid performance, As Expected
3 min read
Aug
03, 2023
Portfolio Update - August: A Wild Summer Already + Extra Preferred Share Commentary
15 min read
