Oct

05

PMT: Before The Market Catches On

20 min read

Oct

04

Trade Alert

4 min read

Oct

03

Net Lease Updates: Treasuries Driving Net Lease Lower

5 min read

Oct

01

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/01/2023

10 min read

Sep

27

Update on CIM-B: Floating Rate Confirmed, Target Updates, Alternatives

6 min read

Sep

24

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/24/2023

10 min read

Sep

22

Trade Alert

2 min read

Sep

21

WPC: Slam Dunk? Rejected.

7 min read

Sep

18

Tower REIT Notes from CCI’s Latest Conferences

6 min read

Sep

17

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/17/2023

8 min read

Sep

14

Update on CIM-B

7 min read

Sep

11

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/10/2023

7 min read

Sep

11

Trade Alert

4 min read

Sep

07

Portfolio Update - September: Market Stumbles, Alpha Improves

17 min read

Sep

06

Trade Alert

3 min read

Sep

04

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/03/2023

8 min read

Sep

01

Correction to Chart

1 min read

Sep

01

Preferred Share Risk Rating and Target Updates

10 min read

Aug

31

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/27/2023

7 min read

Aug

30

Full Details on NLY-F, AGNCN, IVR-B, IVR-C, CIM-B, TWO-A, TWO-B, TWO-C

6 min read

Aug

29

Preferred Share LIBOR Risk Updates: NLY-F, AGNCN, IVR-B, IVR-C, CIM-B, TWO-A, TWO-B, TWO-C

2 min read

Aug

28

Trade Alert

3 min read

Aug

27

Which Preferred Shares Are Safe From The LIBOR Stunt?

7 min read

Aug

25

How PennyMac Mortgage Tried to Screw Preferred Shareholders

8 min read

Aug

23

O: Q2 2023 Update for Realty Income

6 min read