Jan
07
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/07/2024
15 min read
Michael VanLoon
Jan
04
Exposing Our Mortgage REIT Record
7 min read
Jan
02
Brief Notes on Baby Bonds and Preferred Shares
4 min read
Jan
02
Portfolio Update - January: Another Winning Year Complete
13 min read
Dec
31
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/31/2023
15 min read
Dec
31
Reviewing Scott's Final Trade for 2023
3 min read
Dec
29
Industrial REIT Target Updates & Sector Update
9 min read
Dec
28
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 2 (Includes Q1 2024 Dividend Projection For All Peers)
23 min read
Dec
28
Scott Kennedy’s BDC Series: Ares Capital’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 2 (Includes Cal Q1 2024/Next Series Of Dividend Projections For All Covered Peers)
28 min read
Dec
27
Free Upcoming Article on AGNC + Sector Charts
1 min read
Dec
24
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/24/2023
15 min read
Dec
21
A Duel Between SACH & FBRT: Analysis At It's Best
6 min read
Dec
20
CCI Update: Another win for shareholders
3 min read
Dec
19
Trade Alert
3 min read
Dec
18
A Few Very Brief Updates
1 min read
Dec
18
Trade Alert
4 min read
Dec
17
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/17/2023
15 min read
Dec
14
AAIC Baby Bond Delisting, Dividend Cuts, Scott's Latest Trade, & Foreshadowing a Potential Trade
3 min read
Dec
14
Preferred Share Target Updates: A Few Risk Rating Corrections
1 min read
Dec
14
Preferred Share Target Updates
5 min read
Dec
13
Scott Closes Out Another Position for a 33.9% Gain
1 min read
Dec
12
Portfolio Update - December: Alpha Breaks 11%
16 min read
Dec
12
Scott Increases His New Position
Dec
12
ARCC Q3 2023 Updates And Comparison Article By Scott Kennedy
25 min read
Dec
11
Scott's Latest Trade
2 min read
Dec
11
12% Yield Or Greater Plus Upside
1 min read
Dec
10
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/10/2023
15 min read
Dec
07
Breaking: CCI's CEO Announces Abrupt Retirement! (Free)
4 min read
Dec
07
Blackstone Mortgage Trust and the Muddy Waters Bear Attack
5 min read
Dec
06
SBAC: My Largest Position
2 min read
Dec
06
Guest Post by Yield Hunting (Alpha Gen Capital): December 2023 Newsletter | 'A November to Remember'
12 min read
Dec
05
RITM Q3 2023 Updates And Comparison Article By Scott Kennedy
28 min read
Dec
04
Trade Alert
5 min read
Dec
04
Trade Alert Preview
Dec
03
Preferred Share Thoughts
13 min read
Dec
03
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/03/2023
13 min read
Nov
30
Trade Alert
6 min read
Nov
29
Quick Notes on MFA Positions
2 min read
Nov
29
CCI: Activist Update and Potential Changes
16 min read
Nov
29
Tower REIT Update: Two Minor Corrections
Nov
28
Tower REIT Update
7 min read
Nov
28
13% Dividend Yield and 12% Upside
1 min read
Nov
26
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/26/2023 - Brief Update
5 min read
Nov
22
DX-C vs. AGNC Preferred shares
2 min read
Nov
22
MFIC Q3 2023 Updates By Scott Kennedy
12 min read
Nov
21
TCPC Q3 2023 Updates By Scott Kennedy
14 min read
Nov
19
Update: Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/19/2023
10 min read
Nov
18
PSEC Q3 2023 Updates By Scott Kennedy
16 min read
Nov
17
PMT: Before The Market Catches On: Free Release
20 min read
Nov
17
OBDC Q3 2023 Updates By Scott Kennedy
13 min read
