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
8 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
Jul
12
Scott Kennedy’s mREIT Earnings Series: Assessing Orchid Island’s Performance For Q2 2024
5 min read
