Mar
12, 2024
Cherry Hill Mortgage Investment’s Q4 2023 Updates By Scott Kennedy
14 min read
Michael VanLoon
Mar
12, 2024
Ares Capital’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 1 (Post Q4 2023 Earnings) By Scott Kennedy
24 min read
Mar
11, 2024
Portfolio Update - March: Finding Yield with Defensive Focus
12 min read
Mar
10, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/10/2024
16 min read
Mar
08, 2024
Camden Property Trust Q4 2023 Update
7 min read
Mar
07, 2024
Updated Charts For Mortgage REITs and BDCs
5 min read
Mar
07, 2024
Triplepoint Venture Growth’s Q4 2023 Updates By Scott Kennedy
14 min read
Mar
06, 2024
Sun Communities Q4 2023 Update
7 min read
Mar
06, 2024
Trade Alert 2024-03-06
4 min read
Mar
04, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/03/2024
16 min read
Mar
01, 2024
Preferred Share Target Updates and Potential Trades
10 min read
Feb
29, 2024
Blackrock TCP Capital’s Q4 2023 Update By Scott Kennedy
14 min read
Feb
29, 2024
FS KKR Capital And MidCap Financial Investment’s Q4 2023 Updates By Scott Kennedy
21 min read
Feb
28, 2024
American Tower's Q4 2023 Update
4 min read
Feb
28, 2024
Ready Capital & SLR Investment’s Q4 2023 Update By Scott Kennedy
22 min read
Feb
27, 2024
Trade Alert
3 min read
Feb
26, 2024
Ellington Financial’s Q4 2023 Update by Scott Kennedy
13 min read
Feb
26, 2024
SBAC Q4 2023 Update
5 min read
Feb
25, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/25/2024
16 min read
Feb
25, 2024
2 Recent Trades for Scott
1 min read
Feb
24, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Invesco Mortgage Capital’s Performance For Q4 2023
14 min read
Feb
24, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Ares Commercial’s Performance For Q4 2023
15 min read
Feb
23, 2024
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, 2024
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, 2024
Is Alexandria Real Estate Hiding Interest Expense?
5 min read
Feb
20, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing ARMOUR Residential REIT’s Performance For Q4 2023
13 min read
Feb
18, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/18/2024
19 min read
Feb
17, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Sixth Street Specialty Lending’s Performance For Q4 2023
13 min read
Feb
17, 2024
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, 2024
Two New Baby Bonds Under Coverage: MFAN and PMTU
1 min read
Feb
15, 2024
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, 2024
Trade Alert
4 min read
Feb
12, 2024
Portfolio Update - February: Alpha to Start The Year
16 min read
Feb
11, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/11/2024
18 min read
Feb
10, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Prospect Capital’s Performance For Calendar Q4 2023
16 min read
Feb
09, 2024
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, 2024
Rexford Deletes Information, Angers Analysts, TRNO Keeps Rolling
4 min read
Feb
07, 2024
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, 2024
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, 2024
Trade Alert X2 and Rating Update
3 min read
Feb
07, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Gladstone Investment’s Performance For Q4 2023
13 min read
Feb
06, 2024
Jerome Powell and the Oh Noes Nonfarm Payroll Report
8 min read
Feb
05, 2024
Scott's Latest Trade Adds to A Big Position
1 min read
Feb
04, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/04/2024
19 min read
Feb
02, 2024
ELS Q4 2023: Equity Lifestyle continues steady growth despite accounting change
4 min read
Jan
31, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Capital Southwest’s Performance For Q4 2023
15 min read
Jan
30, 2024
ARE: Q4 2023 Diving into Alexandria's New Guidance
5 min read
Jan
30, 2024
Trade Alert
3 min read
Jan
30, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s And Two Harbors Investment’s Performance For Q4 2023
22 min read
Jan
29, 2024
New Trade for Scott Kennedy
1 min read
