May
07
O & MAA Q1 2024 Update
6 min read
May
07
Scott Kennedy’s mREIT + BDC Earnings Series: MFA Financial’s And Cherry Hill Mortgage’s Performance For Q1 2024
11 min read
May
06
Trade Alert By Scott Kennedy 5/6/2024
May
05
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 05/05/2024
11 min read
May
04
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing AG Mortgage Investment’s And TriplePoint Venture Growth’s Performance For Q1 2024
12 min read
May
04
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Blackrock TCP Capital’s And New York Mortgage’s Performance For Q1 2024
12 min read
May
02
Crown Castle: Give Boots Capital The Boot - Proxy Voting Guide
9 min read
May
02
Scott Kennedy’s BDC Earnings Series: Assessing Ares Capital’s And Sixth Street Specialty Lending’s Performance For Q1 2024
11 min read
May
01
AMT Q1 2024 Comes With A Beat and Raise
3 min read
May
01
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Rithm Capital’s And Oaktree Specialty Lending’s Performance For Q1 2024
13 min read
Apr
30
SUI Q1 2024 and Pending Trade Alert (Updated with Trade Alert)
7 min read
Apr
30
Scott Kennedy’s mREIT Earnings Series: Assessing Franklin BSP Realty’s And Two Harbor’s Performance For Q1 2024
10 min read
Apr
29
SBAC Q1 2024 Update
2 min read
Apr
29
Preferred Share Target Updates & Quick Note on Prologis
5 min read
Apr
28
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/28/2024
11 min read
Apr
26
Trade Alert
2 min read
Apr
26
Scott Kennedy’s mREIT Earnings Series: Assessing PennyMac Mortgage’s And ARMOUR Residential’s Performance For Q1 2024
10 min read
Apr
25
Scott Kennedy’s mREIT Earnings Series: Assessing Blackstone Mortgage’s And Annaly Capital’s Performance For Q1 2024
9 min read
Apr
24
Agree Realty Starts 2024 Strong
4 min read
Apr
24
Scott Kennedy’s BDC Earnings Series: Assessing Golub Capital BDC’s Performance For Calendar Q1 2024
5 min read
Apr
23
Equity Lifestyle Dips on Higher Guidance
2 min read
Apr
23
Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s And AGNC Investment’s Performance For Q1 2024
9 min read
Apr
22
Alexandria Shines With Q1 Beat
3 min read
Apr
22
Portfolio Update - April: Mild March Meets Wild April
9 min read
Apr
21
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/21/2024
18 min read
