Sep
15, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/15/2024
13 min read
Michael VanLoon
Sep
15, 2024
Discord Arrives! REIT Forum Chat Is Live.
3 min read
Sep
11, 2024
AvalonBay Communities Vs. Rexford Industrial
10 min read
Sep
10, 2024
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, 2024
Trade Alert 2024-09-09
4 min read
Sep
08, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/06/2024
14 min read
Sep
06, 2024
Guide To Mortgage REITs: Changes in Book Value
26 min read
Sep
05, 2024
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, 2024
Portfolio Update - September: First Cut Coming
14 min read
Aug
30, 2024
Trade Alert 2024-08-30
3 min read
Aug
28, 2024
Net Lease REITs: Q2 2024 Target Updates
7 min read
Aug
26, 2024
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, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/25/2024 and A Special Ghost Update
14 min read
Aug
21, 2024
PennyMac Preferred Shares and the Obvious Lawsuit
5 min read
Aug
21, 2024
Moving to Ghost
1 min read
Aug
19, 2024
Scott Kennedy’s mREIT Earnings Series: Invesco Mortgage’s And Cherry Hill Mortgage’s Performance For Q2 2024
11 min read
Aug
18, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/18/2024
10 min read
Aug
17, 2024
Scott Kennedy’s BDC Earnings Series: Blackrock TCP Capital’s And MidCap Financial’s Performance For Q2 2024
12 min read
Aug
15, 2024
Scott Kennedy’s BDC Earnings Series: PennantPark Floating Rate’s And Gladstone Investment’s Performance For Q2 2024
11 min read
Aug
15, 2024
Apartment REIT Sector Update and Target Updates Q2 2024
12 min read
Aug
15, 2024
Trade Alert By Scott Kennedy 08/15/2024
Aug
14, 2024
Scott Kennedy’s BDC Earnings Series: TriplePoint Venture Growth’s Performance For Q2 2024
9 min read
Aug
13, 2024
Scott Kennedy’s BDC Earnings Series: FS KKR Capital’s And Capital Southwest’s Performance For Q2 2024
13 min read
Aug
13, 2024
Terreno Q2 2024 Update
5 min read
Aug
13, 2024
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, 2024
VICI Properties Q2 2024 Update
2 min read
Aug
12, 2024
Scott Kennedy’s mREIT Earnings Series: MFA Financial’s Performance For Q2 2024
7 min read
Aug
12, 2024
Scott Kennedy’s BDC + mREIT Earnings Series: Blackstone Secured Lending’s And Chimera Investment’s Performance For Q2 2024
12 min read
Aug
11, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/11/2024
10 min read
Aug
08, 2024
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Ready Capital’s And SLR Investment’s Performance For Q2 2024
13 min read
Aug
08, 2024
Realty Income Q2 2024: Acquisitions Fuel Growth
4 min read
Aug
06, 2024
Scott Kennedy’s mREIT Earnings Series: Ellington Financial’s Performance For Q2 2024
7 min read
Aug
06, 2024
Sun Communities Q2 2024: The Mystery of The Missing RV Park
10 min read
Aug
06, 2024
Scott Kennedy’s BDC + mREIT Earnings Series: Assessing Golub Capital BDC’s And Granite Point Mortgage’s Performance For Q2 2024
13 min read
Aug
05, 2024
WPC Q2 2024: Thoroughly Re-Rated
3 min read
Aug
05, 2024
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing AG Mortgage Investment’s And Oaktree Specialty Lending’s Performance For Q2 2024
12 min read
Aug
05, 2024
Trade Alert By Scott Kennedy 08/05/2024
1 min read
Aug
04, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/04/2024
11 min read
Aug
02, 2024
Trade Alert 2024-08-02
2 min read
Aug
01, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Franklin BSP Realty’s And New York Mortgage’s Performance For Q2 2024
12 min read
Aug
01, 2024
Trade Alert By Scott Kennedy 08/01/2024
Aug
01, 2024
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Rithm Capital’s And Sixth Street Specialty Lending’s Performance For Q2 2024
16 min read
Jul
31, 2024
Portfolio Update - August: Rates Drop, REITs Soar
11 min read
Jul
31, 2024
AMT Q2 2024: The Crowd Goes Wild
8 min read
Jul
31, 2024
Scott Kennedy’s BDC + mREIT Earnings Series: Assessing Ares Capital’s And Two Harbor’s Performance For Q2 2024
11 min read
Jul
30, 2024
SBAC Q2 2024 Update
3 min read
Jul
28, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/28/2024
11 min read
Jul
28, 2024
Digital Realty: Priced for Excellence, Built of Mediocrity
5 min read
Jul
26, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s And AGNC Investment’s Performance For Q2 2024
9 min read
Jul
25, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing ARMOUR Residential’s Performance For Q2 2024
6 min read
