Oct
14
Sun Communities: Some Rando Wants Attention
9 min read
Michael VanLoon
Oct
14
Trade Alert By Scott Kennedy 10/14/2024
Oct
13
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/13/2024
21 min read
Oct
12
Trade Alert By Scott Kennedy 10/11/2024
1 min read
Oct
11
Trade Alert 2024-10-11
1 min read
Oct
08
Trade Alert By Scott Kennedy 10/08/2024
1 min read
Oct
06
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/30/2024
20 min read
Oct
04
Demolishing an Awful Article on Invesco Mortgage Capital
10 min read
Oct
04
Crown Castle International and the Fiber Segment Bids
7 min read
Oct
01
Portfolio Update - October: Bargain Hunting Gets Harder
18 min read
Oct
01
Trade Alert 2024/10/01 by Scott Kennedy and Michael
1 min read
Sep
30
Trade Alert 2024-09-30 Second Trade
4 min read
Sep
30
Trade Alert 2024-09-30
4 min read
Sep
30
Guide to Discord
2 min read
Sep
26
Blue Orca Fumbles Incompetent Attack on Sun Communities
13 min read
Sep
25
Trade Alert By Scott Kennedy 09/25/2024
1 min read
Sep
24
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 2 (Includes Q4 2024 Dividend Projection For All Peers)
23 min read
Sep
24
Trade Alert By Scott Kennedy 09/24/2024
1 min read
Sep
22
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/22/2024
18 min read
Sep
20
Orchid Island Capital Fails at Math
6 min read
Sep
19
Trade Alert By Scott Kennedy 09/19/2024
1 min read
Sep
18
First Rate Cut Drives Rates Up
4 min read
Sep
17
Preferred Share Target Updates 2024-09-17
5 min read
Sep
16
Trade Alert By Scott Kennedy 09/16/2024
Sep
15
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/15/2024
13 min read
Sep
15
Discord Arrives! REIT Forum Chat Is Live.
3 min read
Sep
11
AvalonBay Communities Vs. Rexford Industrial
10 min read
Sep
10
Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 2 (Includes Cal Q4 2024/Next Series Of Dividend Projections For All Covered Peers)
23 min read
Sep
09
Trade Alert 2024-09-09
4 min read
Sep
08
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/06/2024
14 min read
Sep
06
Guide To Mortgage REITs: Changes in Book Value
26 min read
Sep
05
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 1 (Post Q2 2024 Earnings)
29 min read
Sep
01
Portfolio Update - September: First Cut Coming
14 min read
Aug
30
Trade Alert 2024-08-30
3 min read
Aug
28
Net Lease REITs: Q2 2024 Target Updates
7 min read
Aug
26
Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 1 (Post Q2 2024 Earnings)
23 min read
Aug
25
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/25/2024 and A Special Ghost Update
14 min read
Aug
21
PennyMac Preferred Shares and the Obvious Lawsuit
5 min read
Aug
21
Moving to Ghost
1 min read
Aug
19
Scott Kennedy’s mREIT Earnings Series: Invesco Mortgage’s And Cherry Hill Mortgage’s Performance For Q2 2024
11 min read
Aug
18
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/18/2024
10 min read
Aug
17
Scott Kennedy’s BDC Earnings Series: Blackrock TCP Capital’s And MidCap Financial’s Performance For Q2 2024
12 min read
Aug
15
Scott Kennedy’s BDC Earnings Series: PennantPark Floating Rate’s And Gladstone Investment’s Performance For Q2 2024
11 min read
Aug
15
Apartment REIT Sector Update and Target Updates Q2 2024
12 min read
Aug
15
Trade Alert By Scott Kennedy 08/15/2024
Aug
14
Scott Kennedy’s BDC Earnings Series: TriplePoint Venture Growth’s Performance For Q2 2024
9 min read
Aug
13
Scott Kennedy’s BDC Earnings Series: FS KKR Capital’s And Capital Southwest’s Performance For Q2 2024
13 min read
Aug
13
Terreno Q2 2024 Update
5 min read
Aug
13
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Ares Commercial Real Estate’s And Blue Owl Capital’s Performance For Q2 2024
12 min read
Aug
12
VICI Properties Q2 2024 Update
2 min read
