Aug
18, 2023

Guide To The 100k Charts

9 min read
Aug
15, 2023

WPC: Q2 2023 Update & Some Net Lease Lessons

10 min read
Aug
07, 2023

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

4 min read
Aug
06, 2023

CPT: Q2 2023 Solid performance, As Expected

3 min read
Aug
03, 2023

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

15 min read
Jul
31, 2023

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

3 min read
Jul
26, 2023

SUI: Brief Q2 2023 Update

3 min read
Jul
25, 2023

ARE: Brief Q2 2023 Update

2 min read
Jul
19, 2023

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

8 min read