Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, and Dividend Versus 17 mREIT Peers – Part 2 (Includes Q2 2025 Dividend Projection For All Peers)
20 min read
Mar
24, 2025
Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, And Dividend Versus 11 BDC Peers – Part 2 (Includes Cal Q2 2025/Next Series of Dividend Projections For All Covered Peers)
24 min read
Mar
17, 2025
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, and Dividend Versus 17 mREIT Peers – Part 1 (Post Q4 2024 Earnings)
29 min read
Mar
10, 2025
Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, and Dividend Versus 11 BDC Peers – Part 1 (Post Q4 2024 Earnings)
22 min read
Mar
06, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Cherry Hill Mortgage’s Performance For Q4 2024
9 min read
Mar
05, 2025
Scott Kennedy’s BDC Earnings Series: Assessing TriplePoint Venture Growth’s Performance For Q4 2024
10 min read
Mar
04, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing AG Mortgage Investment’s Performance For Q4 2024
9 min read
Mar
03, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Ready Capital’s Performance For Q4 2024
14 min read
Feb
27, 2025
Scott Kennedy’s mREIT Series: Assessing Ellington Financial’s Performance For Q4 2024 (Upgrade)
8 min read
Feb
26, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Blackstone Secured Lending’s and FS KKR Capital’s Performance For Q4 2024
16 min read
Feb
25, 2025
Scott Kennedy’s BDC Earnings Series: Assessing SLR Investment’s Performance For Q4 2024
8 min read
Feb
24, 2025
Trade Alert by Scott Kennedy 02/24/2025
Feb
20, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Blue Owl Capital’s Performance For Q4 2024
9 min read
Feb
19, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing MFA Financial’s and New York Mortgage’s Performance For Q4 2024
14 min read
Feb
18, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing ARMOUR Residential’s Performance For Q4 2024
6 min read
Feb
17, 2025
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Franklin BSP Realty’s and Sixth Street Specialty Lending’s Performance For Q4 2024
15 min read
Feb
13, 2025
Scott Kennedy’s BDC + mREIT Earnings Series: Assessing Gladstone Investment’s and Granite Point Mortgage’s Performance For Q4 2024
17 min read
Feb
12, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Chimera Investment’s and Blackstone Mortgage’s Performance For Q4 2024
15 min read
Feb
06, 2025
Scott Kennedy’s mREIT Series: Assessing Rithm Capital’s Performance For Q4 2024
19 min read
Feb
05, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Ares Capital’s Performance For Q4 2024
9 min read
Feb
04, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Oaktree Specialty Lending’s and Golub Capital BDC’s Performance For Calendar Q4 2024
16 min read
Feb
03, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Capital Southwest’s Performance For Calendar Q4 2024
9 min read
Jan
30, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Two Harbor’s and PennyMac Mortgage’s Performance For Q4 2024
13 min read
Jan
29, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Annaly Capital’s Performance For Q4 2024
8 min read
Jan
27, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s and AGNC Investment’s Performance For Q4 2024
12 min read
Jan
16, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Main Street’s Preliminary Results For Q4 2024
8 min read
Jan
08, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Orchid Island’s Preliminary Results For Q4 2024
