Scott Kennedy’s mREIT Series: Assessing Rithm Capital’s Performance For Q4 2024
Rexford Q4 2024 Earnings Update
Scott Kennedy’s BDC Earnings Series: Assessing Ares Capital’s Performance For Q4 2024
Q4 2024 Equity REIT Earnings Update Priority - Poll for Members
Scott Kennedy’s BDC Earnings Series: Assessing Oaktree Specialty Lending’s and Golub Capital BDC’s Performance For Calendar Q4 2024
Portfolio Update - February: The Hunt Continues, One Potential Opportunity Catching my Eye
Scott Kennedy’s BDC Earnings Series: Assessing Capital Southwest’s Performance For Calendar Q4 2024
Updated Google Sheets Pages
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/02/2025
Secure REIT Forum Google Sheets Links
Scott Kennedy’s mREIT Earnings Series: Assessing Two Harbor’s and PennyMac Mortgage’s Performance For Q4 2024
PennyMac and the Transcript
Scott Kennedy’s mREIT Earnings Series: Assessing Annaly Capital’s Performance For Q4 2024
Trade Alert 01/28/2024
Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s and AGNC Investment’s Performance For Q4 2024
Alexandria Q4 2024 Update: The Buybacks Begin
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/26/2025
Trade Alert by Scott Kennedy 01/24/2025
Past Time to Take Gains on These Big Yielders (Early Access + Bonus Section)
Prologis Q4 2024 Earnings Update
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/19/2025
Preferred Share Target Updates 2025-01-19
Trade Alert 01/17/2024
Scott Kennedy’s BDC Earnings Series: Assessing Main Street’s Preliminary Results For Q4 2024
Trade Alert By Scott Kennedy 01/15/2025