Mar
04
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/03/2024
16 min read
Michael VanLoon
Mar
01
Preferred Share Target Updates and Potential Trades
10 min read
Feb
29
Blackrock TCP Capital’s Q4 2023 Update By Scott Kennedy
14 min read
Feb
29
FS KKR Capital And MidCap Financial Investment’s Q4 2023 Updates By Scott Kennedy
21 min read
Feb
28
American Tower's Q4 2023 Update
4 min read
Feb
28
Ready Capital & SLR Investment’s Q4 2023 Update By Scott Kennedy
22 min read
Feb
27
Trade Alert
3 min read
Feb
26
Ellington Financial’s Q4 2023 Update by Scott Kennedy
13 min read
Feb
26
SBAC Q4 2023 Update
5 min read
Feb
25
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/25/2024
16 min read
Feb
25
2 Recent Trades for Scott
1 min read
Feb
24
Scott Kennedy’s mREIT Earnings Series: Assessing Invesco Mortgage Capital’s Performance For Q4 2023
14 min read
Feb
24
Scott Kennedy’s mREIT Earnings Series: Assessing Ares Commercial’s Performance For Q4 2023
15 min read
Feb
23
Scott Kennedy’s mREIT Earnings Series: Assessing AG Mortgage Investment Trust’s And MFA Financial’s Performance For Q4 2023
23 min read
Feb
22
Scott Kennedy’s mREIT And BDC Earnings Series: Assessing New York Mortgage Trust’s And Blue Owl Capital’s Performance For Q4 2023
20 min read
Feb
21
Is Alexandria Real Estate Hiding Interest Expense?
5 min read
Feb
20
Scott Kennedy’s mREIT Earnings Series: Assessing ARMOUR Residential REIT’s Performance For Q4 2023
13 min read
Feb
18
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/18/2024
19 min read
Feb
17
Scott Kennedy’s BDC Earnings Series: Assessing Sixth Street Specialty Lending’s Performance For Q4 2023
13 min read
Feb
17
Scott Kennedy’s mREIT Earnings Series: Assessing Chimera Investment’s And Franklin BSP Realty Trust’s Performance For Q4 2023
21 min read
Feb
15
Two New Baby Bonds Under Coverage: MFAN and PMTU
1 min read
Feb
15
Scott Kennedy’s mREIT Earnings Series: Assessing Blackstone Mortgage Trust’s And Granite Point Mortgage Trust’s Performance For Q4 2023
21 min read
Feb
13
Trade Alert
4 min read
Feb
12
Portfolio Update - February: Alpha to Start The Year
16 min read
Feb
11
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/11/2024
18 min read
Feb
10
Scott Kennedy’s BDC Earnings Series: Assessing Prospect Capital’s Performance For Calendar Q4 2023
16 min read
Feb
09
Scott Kennedy’s mREIT And BDC Earnings Series: Assessing Annaly Capital’s And PennantPark Floating Rate Capital’s Performance For Q4 2023
19 min read
Feb
07
Rexford Deletes Information, Angers Analysts, TRNO Keeps Rolling
4 min read
Feb
07
Scott Kennedy’s mREIT And BDC Earnings Series: Assessing Rithm Capital’s And Ares Capital’s Performance For Q4 2023
23 min read
Feb
07
Scott Kennedy’s BDC And mREIT Earnings Series: Assessing Oaktree Specialty Lending’s And PennyMac Mortgage’s Performance For Q4 2023
21 min read
Feb
07
Trade Alert X2 and Rating Update
3 min read
Feb
07
Scott Kennedy’s BDC Earnings Series: Assessing Gladstone Investment’s Performance For Q4 2023
13 min read
Feb
06
Jerome Powell and the Oh Noes Nonfarm Payroll Report
8 min read
Feb
05
Scott's Latest Trade Adds to A Big Position
1 min read
Feb
04
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/04/2024
19 min read
Feb
02
ELS Q4 2023: Equity Lifestyle continues steady growth despite accounting change
4 min read
Jan
31
Scott Kennedy’s BDC Earnings Series: Assessing Capital Southwest’s Performance For Q4 2023
15 min read
Jan
30
ARE: Q4 2023 Diving into Alexandria's New Guidance
5 min read
Jan
30
Trade Alert
3 min read
Jan
30
Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s And Two Harbors Investment’s Performance For Q4 2023
22 min read
Jan
29
New Trade for Scott Kennedy
1 min read
Jan
28
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/28/2024
18 min read
Jan
24
CCI: Q4 2023 Update
5 min read
Jan
23
Scott Kennedy’s mREIT Earnings Series: Assessing AGNC Investment’s Performance For Q4 2023
14 min read
Jan
22
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/21/2024
18 min read
Jan
18
PLD: Q4 2023 Solid Quarter, Strong Growth Continues, Expect Vacancy to Spike in 2024
5 min read
Jan
17
Scott Kennedy’s BDC Earnings Series: Assessing Golub Capital BDC’s Performance For Q4 2023
11 min read
Jan
17
Scott Kennedy’s BDC Earnings Series: Assessing Main Street Capital’s Performance For Q4 2023
11 min read
Jan
14
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/14/2024
15 min read
Jan
12
Easy Preferred Share Swap: EFC-B vs EFC-C
6 min read
