Aug

21

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/20/2023

8 min read

Aug

18

Guide To The 100k Charts

9 min read

Aug

17

Trade Alert

6 min read

Aug

15

WPC: Q2 2023 Update & Some Net Lease Lessons

10 min read

Aug

14

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/13/2023

7 min read

Aug

10

Subscriber Preview: Another Article About Medical Property Trust's Dividend

5 min read

Aug

10

AVB: Q2 2023 Rent Keeps Running Higher

5 min read

Aug

07

ESS: Q2 2023 Guidance Up, Setting Up A Q3 Beat

4 min read

Aug

06

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/06/2023

8 min read

Aug

06

CPT: Q2 2023 Solid performance, As Expected

3 min read

Aug

03

Portfolio Update - August: A Wild Summer Already + Extra Preferred Share Commentary

15 min read

Jul

31

SBAC: Q2 2023. Back-to-Back 10s.

3 min read

Jul

30

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/30/2023

7 min read

Jul

30

AMT: Q2 2023 Beat And Raise

3 min read

Jul

26

SUI: Brief Q2 2023 Update

3 min read

Jul

25

ARE: Brief Q2 2023 Update

2 min read

Jul

25

Trade Alert

4 min read

Jul

24

RITM Buys Out SCU, Q2 Early Earnings, Potential Trades

5 min read

Jul

24

Trade Alert

1 min read

Jul

24

CCI: Q2 2023. Concerns Priced In

8 min read

Jul

23

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/23/2023 + Brief Note On CCI

8 min read

Jul

19

PLD: Prologis Raises Almost Everything But The Price + REXR Preview

8 min read

Jul

18

Trade Alert

2 min read

Jul

18

Tower REITs, Carriers, And Lead-Sheathed Cables

9 min read

Jul

17

Trade Alert: July 17th, 2023

3 min read