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
