Aug
17, 2023
Trade Alert
6 min read
Michael VanLoon
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
Jul
31, 2023
SBAC: Q2 2023. Back-to-Back 10s.
3 min read
Jul
30, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/30/2023
7 min read
Jul
30, 2023
AMT: Q2 2023 Beat And Raise
3 min read
Jul
26, 2023
SUI: Brief Q2 2023 Update
3 min read
Jul
25, 2023
ARE: Brief Q2 2023 Update
2 min read
Jul
25, 2023
Trade Alert
4 min read
Jul
24, 2023
RITM Buys Out SCU, Q2 Early Earnings, Potential Trades
5 min read
Jul
24, 2023
Trade Alert
1 min read
Jul
24, 2023
CCI: Q2 2023. Concerns Priced In
8 min read
Jul
23, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/23/2023 + Brief Note On CCI
8 min read
Jul
19, 2023
PLD: Prologis Raises Almost Everything But The Price + REXR Preview
8 min read
Jul
18, 2023
Trade Alert
2 min read
Jul
18, 2023
Tower REITs, Carriers, And Lead-Sheathed Cables
9 min read
Jul
17, 2023
Trade Alert: July 17th, 2023
3 min read
Jul
16, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/14/2023
7 min read
Jul
13, 2023
Unveiling Annaly Capital Management: A Stock for Traders or Investors?
7 min read
Jul
12, 2023
Negative Real Yields: The Standard For Two Decades
8 min read
Jul
11, 2023
TRNO: Quarterly Update
2 min read
Jul
10, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/07/2023, Includes Q2 2023 Earnings Projections
9 min read
Jul
10, 2023
Trade Alert
3 min read
Jul
09, 2023
Portfolio Update - July: Celebrating The Launch of Our Service
13 min read
Jul
03, 2023
ARE: Recent Asset Sales Demonstrate Prudent Management
4 min read
Jun
28, 2023
ARE: Rejecting The Office REIT Comparison
8 min read
Jun
27, 2023
10 Big REIT Bargains
6 min read
Jun
23, 2023
Industrial REITs: What Happened To REXR?
13 min read
Jun
19, 2023
AGNC Preferred Share Absurdity, Yet Again (Hurray)
7 min read
Jun
16, 2023
Trade Alert: AGNCO, AGNCP
3 min read
Jun
02, 2023
Sun Communities: Out Of Favor, Still Exceptional
8 min read
May
17, 2023
What's Wrong With the 9% Yield From RC-E?
2 min read
Apr
26, 2023
How About Those NLY Preferred Shares?
5 min read
Apr
04, 2023
A Clear Pricing Failure: NYMTL vs. NYMTN
5 min read
Mar
30, 2023
Trade Alert: AGNCO, AGNCP, CSWC, MFA-C
5 min read
Mar
27, 2023
ARE: Alexandria Is On The Discount Rack
2 min read
Mar
23, 2023
Preferred Share Comparison: RITM and PMT Dominate CHMI
4 min read
Mar
21, 2023
Annaly: Not Great, But Finally Reasonable
5 min read
Jun
28, 2022
Higher Interest Rates And Popular Lies (Part 3)
9 min read
May
17, 2022
Higher Interest Rates And Popular Lies (Part 2)
6 min read
May
13, 2022
Higher Interest Rates And Popular Lies
6 min read
Apr
27, 2022
Ibonds: Time To Buy More
3 min read
Feb
23, 2022
Buying Another Preferred Share at Bargain Pricing
3 min read
Feb
16, 2022
Preferred Shares: What To Buy And Sell Amid The Market Disruption
3 min read
