Apr
19
CCI Brief Update For Q1 2024
2 min read
Apr
18
Trade Alert 4/18/2024
1 min read
Apr
17
REXR & PLD Combined Quick Update
2 min read
Apr
17
Prologis Plunging: Quick Notes
2 min read
Apr
17
Scott Kennedy’s BDC Earnings Series: Assessing Main Street’s Performance For Q1 2024
4 min read
Apr
16
Preferred Share Target Updates and Alternatives
7 min read
Apr
16
A Few Quick Notes on Inflation
6 min read
Apr
15
Trade Alert By Scott Kennedy 4/15/2024
1 min read
Apr
14
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/14/2024
17 min read
Apr
10
Scott Kennedy's mREIT Earnings Series: Assessing Orchid Island’s Performance For Q1 2024 (Slight Outperformance)
3 min read
Apr
10
Digital Realty: Soaring Price, Stagnating Fundamentals, and Magic
8 min read
Apr
09
TRNO: Q1 2024 Operating Results, Target Reaffirmed
2 min read
Apr
08
Rexford’s Recent Issuance and Acquisitions
8 min read
Apr
08
Apartment REITs Surge on Blackstone Buyout of AIRC
2 min read
Apr
07
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/07/2024
17 min read
Apr
03
Hindenburg Shorted EQIX. Was He Right?
14 min read
Apr
03
Mortgage REIT Sector Evaluation and Comparison By Scott Kennedy
23 min read
Apr
01
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/31/2024
19 min read
Apr
01
AVB Seeks the Sunbelt, ESS Anchors the West
5 min read
Mar
30
A quick note regarding weekly book value and net asset value estimates
1 min read
Mar
28
Trade Alert By Scott Kennedy 3/28/2024
1 min read
Mar
26
Ares Capital’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 2 (Includes Cal Q2 2024/Next Series Of Dividend Projections For All Covered Peers) By Scott Kennedy
24 min read
Mar
25
TRNO and REXR Stock Offerings: Everything You Need to Know (Includes A Target Update)
4 min read
Mar
24
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/24/2024
18 min read
Mar
22
Tower REIT Target Updates
7 min read
