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