Jul
25, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing PennyMac Mortgage’s Performance For Q2 2024
7 min read
Michael VanLoon
Jul
25, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Blackstone Mortgage’s And Annaly Capital’s Performance For Q2 2024
11 min read
Jul
24, 2024
ADC Q2 2024 Update & NAV Model
11 min read
Jul
24, 2024
Trade Alert By Scott Kennedy 07/24/2024
1 min read
Jul
23, 2024
Alexandria Real Estate Q2 2024 Update
5 min read
Jul
22, 2024
REXR and PLD Update Q2 2024
8 min read
Jul
22, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Main Street’s Performance For Q2 2024
6 min read
Jul
21, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/21/2024
11 min read
Jul
19, 2024
Trade Alert By Scott Kennedy 07/19/2024
1 min read
Jul
18, 2024
CCI Q2 2024 Earnings Update and Corrected Link for Member Poll
6 min read
Jul
18, 2024
Member Poll: Q2 2024 Equity REIT Earnings Update Priority
Jul
16, 2024
Demolishing an Awful Article on AGNC
6 min read
Jul
16, 2024
Portfolio Update - July: Rates Finally Falling
15 min read
Jul
14, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/14/2024
Jul
14, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/14/2024 (Full Article)
11 min read
Jul
12, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Orchid Island’s Performance For Q2 2024
5 min read
Jul
10, 2024
Preferred Share and Baby Bond Target Updates
5 min read
Jul
02, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/30/2024
11 min read
Jul
01, 2024
Trade Alert 2024-07-01
5 min read
Jun
28, 2024
Inviting reader questions on Agree Realty
1 min read
Jun
26, 2024
VICI Price Target Updates and NAV Model
6 min read
Jun
26, 2024
Trade Alert By Scott Kennedy 06/26/2024
1 min read
Jun
25, 2024
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, 2024
The Big Update on GLPI & Returns Comparison to O and VICI
12 min read
Jun
23, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/23/2024
11 min read
Jun
20, 2024
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, 2024
Trade Alert 2024-06-18
6 min read
Jun
17, 2024
Comparative Analysis Of Blackstone Secured Lending Vs. Trinity Capital Regarding New BDC Coverage
6 min read
Jun
16, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/16/2024
11 min read
Jun
16, 2024
Cell Tower Target Updates and CCI’s Great Announcement
8 min read
Jun
14, 2024
Trade Alert By Scott Kennedy 6/14/2024
1 min read
Jun
12, 2024
Realty Income FAQ
8 min read
Jun
11, 2024
What Do You Want To Know About Realty Income?
2 min read
Jun
11, 2024
The Much Awaited Report on Americold
13 min read
Jun
11, 2024
Trade Alert By Scott Kennedy 6/11/2024
1 min read
Jun
11, 2024
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 1 (Post Q1 2024 Earnings)
27 min read
Jun
09, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/09/2024
11 min read
Jun
07, 2024
Trade Alert 2024-06-07
2 min read
Jun
06, 2024
Trade Alert By Scott Kennedy 6/6/2024
1 min read
Jun
05, 2024
Trade Alert 2024-06-05
3 min read
Jun
04, 2024
Portfolio Update - June: Preferred Shares Rocking Year-to-date
14 min read
Jun
04, 2024
Quick Note on MFA-B and NYMTZ
2 min read
Jun
02, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/02/2024
10 min read
May
31, 2024
Trade Alert By Scott Kennedy 5/31/2024
1 min read
May
30, 2024
Adding CIMN To Coverage
4 min read
May
29, 2024
Scott Kennedy’s BDC Series: Ares Capital’s NAV, Valuation, And Dividend Versus 13 BDC Peers – Part 1 (Post Q1 2024 Earnings)
21 min read
May
28, 2024
New Baby Bonds (9%+ Yields) in Spreadsheet: Targets for MFAO
3 min read
May
27, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Invesco Mortgage’s Performance For Q1 2024
6 min read
May
23, 2024
Scott Kennedy’s BDC Earnings Series: PennantPark Floating Rate’s And MidCap Financial’s Performance For Q1 2024
11 min read
May
23, 2024
Scott Kennedy’s BDC Earnings Series: Gladstone Investment’s Performance For Q1 2024
6 min read
