Agree Realty Q4 2024 Earnings Update: Another Solid Quarter
Scott Kennedy’s BDC + mREIT Earnings Series: Assessing Gladstone Investment’s and Granite Point Mortgage’s Performance For Q4 2024
W.P. Carey Q4 2024 Earnings Update: Slightly Better Than Expected
Scott Kennedy’s mREIT Earnings Series: Assessing Chimera Investment’s and Blackstone Mortgage’s Performance For Q4 2024
Trade Alert by Scott Kennedy 02/12/2025
Trade Alert 02/12/2025
National Retail Properties Q4 2024 Earnings Update: What Is The Market Smoking?
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/09/2025
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