Aug
12
Scott Kennedy’s BDC + mREIT Earnings Series: Blackstone Secured Lending’s And Chimera Investment’s Performance For Q2 2024
12 min read
Michael VanLoon
Aug
11
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/11/2024
10 min read
Aug
08
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Ready Capital’s And SLR Investment’s Performance For Q2 2024
13 min read
Aug
08
Realty Income Q2 2024: Acquisitions Fuel Growth
4 min read
Aug
06
Scott Kennedy’s mREIT Earnings Series: Ellington Financial’s Performance For Q2 2024
7 min read
Aug
06
Sun Communities Q2 2024: The Mystery of The Missing RV Park
10 min read
Aug
06
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
WPC Q2 2024: Thoroughly Re-Rated
3 min read
Aug
05
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
Trade Alert By Scott Kennedy 08/05/2024
1 min read
Aug
04
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/04/2024
11 min read
Aug
02
Trade Alert 2024-08-02
2 min read
Aug
01
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
Trade Alert By Scott Kennedy 08/01/2024
Aug
01
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
Portfolio Update - August: Rates Drop, REITs Soar
11 min read
Jul
31
AMT Q2 2024: The Crowd Goes Wild
8 min read
Jul
31
Scott Kennedy’s BDC + mREIT Earnings Series: Assessing Ares Capital’s And Two Harbor’s Performance For Q2 2024
11 min read
Jul
30
SBAC Q2 2024 Update
3 min read
Jul
28
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/28/2024
11 min read
Jul
28
Digital Realty: Priced for Excellence, Built of Mediocrity
5 min read
Jul
26
Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s And AGNC Investment’s Performance For Q2 2024
9 min read
Jul
25
Scott Kennedy’s mREIT Earnings Series: Assessing ARMOUR Residential’s Performance For Q2 2024
6 min read
Jul
25
Scott Kennedy’s mREIT Earnings Series: Assessing PennyMac Mortgage’s Performance For Q2 2024
7 min read
Jul
25
Scott Kennedy’s mREIT Earnings Series: Assessing Blackstone Mortgage’s And Annaly Capital’s Performance For Q2 2024
11 min read
Jul
24
ADC Q2 2024 Update & NAV Model
11 min read
Jul
24
Trade Alert By Scott Kennedy 07/24/2024
1 min read
Jul
23
Alexandria Real Estate Q2 2024 Update
5 min read
Jul
22
REXR and PLD Update Q2 2024
8 min read
Jul
22
Scott Kennedy’s BDC Earnings Series: Assessing Main Street’s Performance For Q2 2024
6 min read
Jul
21
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/21/2024
11 min read
Jul
19
Trade Alert By Scott Kennedy 07/19/2024
1 min read
Jul
18
CCI Q2 2024 Earnings Update and Corrected Link for Member Poll
6 min read
Jul
18
Member Poll: Q2 2024 Equity REIT Earnings Update Priority
Jul
16
Demolishing an Awful Article on AGNC
6 min read
Jul
16
Portfolio Update - July: Rates Finally Falling
15 min read
Jul
14
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/14/2024
Jul
14
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/14/2024 (Full Article)
11 min read
Jul
12
Scott Kennedy’s mREIT Earnings Series: Assessing Orchid Island’s Performance For Q2 2024
5 min read
Jul
10
Preferred Share and Baby Bond Target Updates
5 min read
Jul
02
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/30/2024
11 min read
Jul
01
Trade Alert 2024-07-01
5 min read
Jun
28
Inviting reader questions on Agree Realty
1 min read
Jun
26
VICI Price Target Updates and NAV Model
6 min read
Jun
26
Trade Alert By Scott Kennedy 06/26/2024
1 min read
Jun
25
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 2 (Includes Q3 2024 Dividend Projection For All Peers)
22 min read
Jun
24
The Big Update on GLPI & Returns Comparison to O and VICI
12 min read
Jun
23
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/23/2024
11 min read
Jun
20
Scott Kennedy’s BDC Series: Ares Capital’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 2 (Includes Cal Q3 2024/Next Series Of Dividend Projections For All Covered Peers)
23 min read
Jun
18
Trade Alert 2024-06-18
6 min read
