Sep
26
Blue Orca Fumbles Incompetent Attack on Sun Communities
13 min read
Sep
25
Trade Alert By Scott Kennedy 09/25/2024
1 min read
Sep
24
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 2 (Includes Q4 2024 Dividend Projection For All Peers)
23 min read
Sep
24
Trade Alert By Scott Kennedy 09/24/2024
1 min read
Sep
22
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/22/2024
18 min read
Sep
20
Orchid Island Capital Fails at Math
6 min read
Sep
19
Trade Alert By Scott Kennedy 09/19/2024
1 min read
Sep
18
First Rate Cut Drives Rates Up
4 min read
Sep
17
Preferred Share Target Updates 2024-09-17
5 min read
Sep
16
Trade Alert By Scott Kennedy 09/16/2024
Sep
15
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/15/2024
13 min read
Sep
15
Discord Arrives! REIT Forum Chat Is Live.
3 min read
Sep
11
AvalonBay Communities Vs. Rexford Industrial
10 min read
Sep
10
Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 2 (Includes Cal Q4 2024/Next Series Of Dividend Projections For All Covered Peers)
23 min read
Sep
09
Trade Alert 2024-09-09
4 min read
Sep
08
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/06/2024
14 min read
Sep
06
Guide To Mortgage REITs: Changes in Book Value
26 min read
Sep
05
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 1 (Post Q2 2024 Earnings)
29 min read
Sep
01
Portfolio Update - September: First Cut Coming
14 min read
Aug
30
Trade Alert 2024-08-30
3 min read
Aug
28
Net Lease REITs: Q2 2024 Target Updates
7 min read
Aug
26
Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 1 (Post Q2 2024 Earnings)
23 min read
Aug
25
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/25/2024 and A Special Ghost Update
14 min read
Aug
21
PennyMac Preferred Shares and the Obvious Lawsuit
5 min read
Aug
21
Moving to Ghost
1 min read
