SBAC: Q2 2023. Back-to-Back 10s.
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/30/2023
AMT: Q2 2023 Beat And Raise
SUI: Brief Q2 2023 Update
ARE: Brief Q2 2023 Update
Trade Alert
RITM Buys Out SCU, Q2 Early Earnings, Potential Trades
Trade Alert
CCI: Q2 2023. Concerns Priced In
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/23/2023 + Brief Note On CCI
PLD: Prologis Raises Almost Everything But The Price + REXR Preview
Trade Alert
Tower REITs, Carriers, And Lead-Sheathed Cables
Trade Alert: July 17th, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/14/2023
Unveiling Annaly Capital Management: A Stock for Traders or Investors?
Negative Real Yields: The Standard For Two Decades
REIT Forum Google Sheet Links Article
TRNO: Quarterly Update
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/07/2023, Includes Q2 2023 Earnings Projections
Trade Alert
Portfolio Update - July: Celebrating The Launch of Our Service
ARE: Recent Asset Sales Demonstrate Prudent Management
ARE: Rejecting The Office REIT Comparison
10 Big REIT Bargains
Industrial REITs: What Happened To REXR?
AGNC Preferred Share Absurdity, Yet Again (Hurray)
Trade Alert: AGNCO, AGNCP
Sun Communities: Out Of Favor, Still Exceptional
What's Wrong With the 9% Yield From RC-E?
How About Those NLY Preferred Shares?
A Clear Pricing Failure: NYMTL vs. NYMTN
Trade Alert: AGNCO, AGNCP, CSWC, MFA-C
ARE: Alexandria Is On The Discount Rack
Preferred Share Comparison: RITM and PMT Dominate CHMI
Annaly: Not Great, But Finally Reasonable
Take10off
Higher Interest Rates And Popular Lies (Part 3)
Higher Interest Rates And Popular Lies (Part 2)
Higher Interest Rates And Popular Lies
Ibonds: Time To Buy More
Buying Another Preferred Share at Bargain Pricing
Preferred Shares: What To Buy And Sell Amid The Market Disruption
Our Newest 6.5% Yielding Purchase
A Quick Review of All My January Trades
A Risk-Free Return On Cash: Guide On Why And How To Buy Ibonds - Part 2
A Risk-Free Return On Cash: Guide On Why And How To Buy Ibonds - Part 1
A Guide To WPC’s Change In AFFO Per Share
COLD Should’ve Dipped, But Not To Pandemic Levels
Rapid Preferred Share Updates