Dec
06, 2024
Upcoming Articles (CIM-A, NLY-F, VGSH) + Charts on Rexford and Digital Realty
8 min read
Dec
03, 2024
Portfolio Update - December: Time for Macro Charts
18 min read
Dec
02, 2024
Scott Kennedy’s Notes on Ready Capital Acquiring UDF IV
4 min read
Dec
02, 2024
Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 1 (Post Q3 2024 Earnings)
23 min read
Dec
01, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/01/2024
1 min read
Nov
24, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/24/2024
15 min read
Nov
22, 2024
Trade Alert 11/22/2024
1 min read
Nov
22, 2024
Apartment REIT Sector Update and Target Updates Q3 2024
14 min read
Nov
20, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Oaktree Specialty Lending’s Performance For Calendar Q3 2024
8 min read
Nov
20, 2024
Trade Alert By Scott Kennedy 11/20/2024
Nov
19, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Golub Capital BDC’s Performance For Calendar Q3 2024
9 min read
Nov
18, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Cherry Hill Mortgage’s Performance For Q3 2024
7 min read
Nov
18, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Invesco Mortgage’s Performance for Q3 2024
7 min read
Nov
17, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/17/2024
15 min read
Nov
15, 2024
Scott Kennedy’s BDC Earnings Series: Assessing MidCap Financial’s Performance For Q3 2024
7 min read
Nov
15, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Blackrock TCP Capital’s Performance For Q3 2024
8 min read
Nov
14, 2024
Scott Kennedy’s BDC Earnings Series: Assessing TriplePoint Venture Growth’s Performance For Q3 2024
8 min read
Nov
14, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Gladstone Investment’s Performance For Q3 2024
8 min read
Nov
14, 2024
Realty Income Q3 2024 Earnings Update (Includes Bonus Section)
3 min read
Nov
13, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Commercial Real Estate’s Performance For Q3 2024
8 min read
Nov
13, 2024
Scott Kennedy’s BDC Earnings Series: Assessing FS KKR Capital’s Performance For Q3 2024
8 min read
Nov
13, 2024
CPT Q3 2024 Earnings Update
6 min read
Nov
13, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Blackstone Secured Lending’s Performance For Q3 2024
7 min read
Nov
13, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Blue Owl Capital’s Performance For Q3 2024
7 min read
Nov
13, 2024
Scott Kennedy’s mREIT Series: Assessing Ellington Financial’s Performance For Q3 2024
8 min read
