Aug

01

Trade Alert By Scott Kennedy 08/01/2024

Aug

01

Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Rithm Capital’s And Sixth Street Specialty Lending’s Performance For Q2 2024

16 min read

Jul

31

Portfolio Update - August: Rates Drop, REITs Soar

11 min read

Jul

31

AMT Q2 2024: The Crowd Goes Wild

7 min read

Jul

31

Scott Kennedy’s BDC + mREIT Earnings Series: Assessing Ares Capital’s And Two Harbor’s Performance For Q2 2024

11 min read

Jul

30

SBAC Q2 2024 Update

3 min read

Jul

28

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/28/2024

11 min read

Jul

28

Digital Realty: Priced for Excellence, Built of Mediocrity

5 min read

Jul

26

Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s And AGNC Investment’s Performance For Q2 2024

9 min read

Jul

25

Scott Kennedy’s mREIT Earnings Series: Assessing ARMOUR Residential’s Performance For Q2 2024

6 min read

Jul

25

Scott Kennedy’s mREIT Earnings Series: Assessing PennyMac Mortgage’s Performance For Q2 2024

7 min read

Jul

25

Scott Kennedy’s mREIT Earnings Series: Assessing Blackstone Mortgage’s And Annaly Capital’s Performance For Q2 2024

11 min read

Jul

24

ADC Q2 2024 Update & NAV Model

11 min read

Jul

24

Trade Alert By Scott Kennedy 07/24/2024

1 min read

Jul

23

Alexandria Real Estate Q2 2024 Update

5 min read

Jul

22

REXR and PLD Update Q2 2024

8 min read

Jul

22

Scott Kennedy’s BDC Earnings Series: Assessing Main Street’s Performance For Q2 2024

6 min read

Jul

21

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/21/2024

11 min read

Jul

19

Trade Alert By Scott Kennedy 07/19/2024

1 min read

Jul

18

CCI Q2 2024 Earnings Update and Corrected Link for Member Poll

6 min read

Jul

18

Member Poll: Q2 2024 Equity REIT Earnings Update Priority

Jul

16

Demolishing an Awful Article on AGNC

6 min read

Jul

16

Portfolio Update - July: Rates Finally Falling

15 min read

Jul

14

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/14/2024

Jul

14

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/14/2024 (Full Article)

11 min read