Apr
29
SBAC Q1 2024 Update
2 min read
Michael VanLoon
Apr
29
Preferred Share Target Updates & Quick Note on Prologis
5 min read
Apr
28
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/28/2024
11 min read
Apr
26
Trade Alert
2 min read
Apr
26
Scott Kennedy’s mREIT Earnings Series: Assessing PennyMac Mortgage’s And ARMOUR Residential’s Performance For Q1 2024
10 min read
Apr
25
Scott Kennedy’s mREIT Earnings Series: Assessing Blackstone Mortgage’s And Annaly Capital’s Performance For Q1 2024
9 min read
Apr
24
Agree Realty Starts 2024 Strong
4 min read
Apr
24
Scott Kennedy’s BDC Earnings Series: Assessing Golub Capital BDC’s Performance For Calendar Q1 2024
5 min read
Apr
23
Equity Lifestyle Dips on Higher Guidance
2 min read
Apr
23
Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s And AGNC Investment’s Performance For Q1 2024
9 min read
Apr
22
Alexandria Shines With Q1 Beat
3 min read
Apr
22
Portfolio Update - April: Mild March Meets Wild April
9 min read
Apr
21
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/21/2024
18 min read
Apr
19
CCI Brief Update For Q1 2024
2 min read
Apr
18
Trade Alert 4/18/2024
1 min read
Apr
17
REXR & PLD Combined Quick Update
2 min read
Apr
17
Prologis Plunging: Quick Notes
2 min read
Apr
17
Scott Kennedy’s BDC Earnings Series: Assessing Main Street’s Performance For Q1 2024
4 min read
Apr
16
Preferred Share Target Updates and Alternatives
7 min read
Apr
16
A Few Quick Notes on Inflation
6 min read
Apr
15
Trade Alert By Scott Kennedy 4/15/2024
1 min read
Apr
14
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/14/2024
17 min read
Apr
10
Scott Kennedy's mREIT Earnings Series: Assessing Orchid Island’s Performance For Q1 2024 (Slight Outperformance)
3 min read
Apr
10
Digital Realty: Soaring Price, Stagnating Fundamentals, and Magic
8 min read
Apr
09
TRNO: Q1 2024 Operating Results, Target Reaffirmed
2 min read
Apr
08
Rexford’s Recent Issuance and Acquisitions
8 min read
Apr
08
Apartment REITs Surge on Blackstone Buyout of AIRC
2 min read
Apr
07
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/07/2024
17 min read
Apr
03
Hindenburg Shorted EQIX. Was He Right?
14 min read
Apr
03
Mortgage REIT Sector Evaluation and Comparison By Scott Kennedy
23 min read
Apr
01
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/31/2024
19 min read
Apr
01
AVB Seeks the Sunbelt, ESS Anchors the West
5 min read
Mar
30
A quick note regarding weekly book value and net asset value estimates
1 min read
Mar
28
Trade Alert By Scott Kennedy 3/28/2024
1 min read
Mar
26
Ares Capital’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 2 (Includes Cal Q2 2024/Next Series Of Dividend Projections For All Covered Peers) By Scott Kennedy
24 min read
Mar
25
TRNO and REXR Stock Offerings: Everything You Need to Know (Includes A Target Update)
4 min read
Mar
24
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/24/2024
18 min read
Mar
22
Tower REIT Target Updates
7 min read
Mar
21
Reviewing Our Latest 9% Yielding Baby Bond Purchases
7 min read
Mar
20
AMT: What is happening to American Tower’s Dividend?
6 min read
Mar
20
Preferred Share Market Failure Live Today
9 min read
Mar
19
Trade Alert 2024-03-19
5 min read
Mar
19
Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 1 (Post Q4 2023 Earnings) By Scott Kennedy
28 min read
Mar
18
Trade Alert 2024-03-18
4 min read
Mar
17
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/17/2024
18 min read
Mar
15
New Trade Alert from Scott Kennedy
1 min read
Mar
15
Turning Obsolete Malls and Offices Into Housing
8 min read
Mar
14
Mid-America Apartment Communities Q4 2023 Update
13 min read
Mar
12
Cherry Hill Mortgage Investment’s Q4 2023 Updates By Scott Kennedy
14 min read
Mar
12
Ares Capital’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 1 (Post Q4 2023 Earnings) By Scott Kennedy
24 min read
