Jul
12

Negative Real Yields: The Standard For Two Decades

8 min read
Jul
09

Portfolio Update - July: Celebrating The Launch of Our Service

13 min read
Jul
03

ARE: Recent Asset Sales Demonstrate Prudent Management

4 min read
Jun
28

ARE: Rejecting The Office REIT Comparison

8 min read
Jun
27

10 Big REIT Bargains

6 min read
Jun
23

Industrial REITs: What Happened To REXR?

13 min read
Jun
19

AGNC Preferred Share Absurdity, Yet Again (Hurray)

7 min read
Jun
16

Trade Alert: AGNCO, AGNCP

3 min read
Jun
02

Sun Communities: Out Of Favor, Still Exceptional

8 min read
May
17

What's Wrong With the 9% Yield From RC-E?

2 min read
Apr
26

How About Those NLY Preferred Shares?

5 min read
Apr
04

A Clear Pricing Failure: NYMTL vs. NYMTN

5 min read
Mar
30

Trade Alert: AGNCO, AGNCP, CSWC, MFA-C

5 min read
Mar
27

ARE: Alexandria Is On The Discount Rack

2 min read
Mar
23

Preferred Share Comparison: RITM and PMT Dominate CHMI

4 min read
Mar
21

Annaly: Not Great, But Finally Reasonable

5 min read
Jun
28

Higher Interest Rates And Popular Lies (Part 3)

9 min read
May
17

Higher Interest Rates And Popular Lies (Part 2)

6 min read
May
13

Higher Interest Rates And Popular Lies

6 min read