Michael VanLoon

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

May

22, 2024

Scott Kennedy’s BDC Earnings Series: FS KKR Capital’s And Capital Southwest’s Performance For Q1 2024

12 min read

May

22, 2024

Scott Kennedy’s mREIT Earnings Series: Assessing Ares Commercial Real Estate’s Performance For Q1 2024

7 min read

May

20, 2024

Trade Alert By Scott Kennedy 5/20/2024

1 min read

May

19, 2024

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 05/19/2024

10 min read

May

17, 2024

WPC Q1 2024 Update & Forward Growth Projections

9 min read

May

16, 2024

The 67 Page Guide To Investing In Preferred Shares

53 min read

May

15, 2024

Portfolio Update - May: Anything Beats April

13 min read

May

13, 2024

Trade Alert Correction

May

13, 2024

Trade Alert

1 min read

May

12, 2024

Scott Kennedy’s BDC Earnings Series: Assessing Blue Owl Capital’s Performance For Q1 2024

7 min read

May

12, 2024

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 05/12/2024

10 min read

May

10, 2024

Scott Kennedy’s mREIT Earnings Series: Ellington Financial’s And Chimera Investment’s Performance For Q1 2024

11 min read

May

09, 2024

CPT Q1 2024 Update

3 min read

May

09, 2024

Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Ready Capital’s And SLR Investment’s Performance For Q1 2024

12 min read

May

08, 2024

Scott Kennedy’s mREIT Earnings Series: Assessing Granite Point Mortgage’s Performance For Q1 2024

8 min read

May

07, 2024

O & MAA Q1 2024 Update

6 min read

May

07, 2024

Scott Kennedy’s mREIT + BDC Earnings Series: MFA Financial’s And Cherry Hill Mortgage’s Performance For Q1 2024

11 min read

May

06, 2024

Trade Alert By Scott Kennedy 5/6/2024

May

05, 2024

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 05/05/2024

11 min read

May

04, 2024

Scott Kennedy’s mREIT + BDC Earnings Series: Assessing AG Mortgage Investment’s And TriplePoint Venture Growth’s Performance For Q1 2024

12 min read

May

04, 2024

Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Blackrock TCP Capital’s And New York Mortgage’s Performance For Q1 2024

12 min read

May

02, 2024

Crown Castle: Give Boots Capital The Boot - Proxy Voting Guide

9 min read

May

02, 2024

Scott Kennedy’s BDC Earnings Series: Assessing Ares Capital’s And Sixth Street Specialty Lending’s Performance For Q1 2024

11 min read

May

01, 2024

AMT Q1 2024 Comes With A Beat and Raise

3 min read

May

01, 2024

Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Rithm Capital’s And Oaktree Specialty Lending’s Performance For Q1 2024

13 min read