Dec
12, 2024
Trade Alert 12/12/2024
2 min read
Free
Dec
11, 2024
Scott Kennedy's Response to Ready Capital Short Article
7 min read
Dec
06, 2024
Upcoming Articles (CIM-A, NLY-F, VGSH) + Charts on Rexford and Digital Realty
8 min read
Dec
02, 2024
Scott Kennedy’s Notes on Ready Capital Acquiring UDF IV
4 min read
Nov
13, 2024
CPT Q3 2024 Earnings Update
6 min read
Nov
05, 2024
Portfolio Update - November: Rates Roaring, Credit Spreads Thinning
13 min read
Oct
31, 2024
Digital Realty Achieves Insane Valuation
4 min read
Oct
21, 2024
Alexandria Q3 2024 Update
4 min read
Oct
14, 2024
Sun Communities: Some Rando Wants Attention
9 min read
Oct
04, 2024
Demolishing an Awful Article on Invesco Mortgage Capital
10 min read
Oct
01, 2024
Portfolio Update - October: Bargain Hunting Gets Harder
18 min read
Sep
26, 2024
Blue Orca Fumbles Incompetent Attack on Sun Communities
13 min read
Sep
20, 2024
Orchid Island Capital Fails at Math
6 min read
Sep
18, 2024
First Rate Cut Drives Rates Up
4 min read
Sep
11, 2024
AvalonBay Communities Vs. Rexford Industrial
10 min read
Sep
09, 2024
Trade Alert 2024-09-09
4 min read
Sep
06, 2024
Guide To Mortgage REITs: Changes in Book Value
26 min read
Sep
01, 2024
Portfolio Update - September: First Cut Coming
14 min read
Aug
28, 2024
Net Lease REITs: Q2 2024 Target Updates
7 min read
Aug
21, 2024
PennyMac Preferred Shares and the Obvious Lawsuit
5 min read
Aug
12, 2024
VICI Properties Q2 2024 Update
2 min read
Aug
08, 2024
Realty Income Q2 2024: Acquisitions Fuel Growth
4 min read
Aug
02, 2024
Trade Alert 2024-08-02
2 min read
Jul
31, 2024
Portfolio Update - August: Rates Drop, REITs Soar
11 min read
Jul
31, 2024
AMT Q2 2024: The Crowd Goes Wild
8 min read
Jul
28, 2024
Digital Realty: Priced for Excellence, Built of Mediocrity
5 min read
Jul
24, 2024
ADC Q2 2024 Update & NAV Model
11 min read
Jul
23, 2024
Alexandria Real Estate Q2 2024 Update
5 min read
Jul
22, 2024
REXR and PLD Update Q2 2024
8 min read
Jul
16, 2024
Demolishing an Awful Article on AGNC
6 min read
Jul
16, 2024
Portfolio Update - July: Rates Finally Falling
15 min read
Jun
28, 2024
Inviting reader questions on Agree Realty
1 min read
Jun
26, 2024
VICI Price Target Updates and NAV Model
6 min read
Jun
24, 2024
The Big Update on GLPI & Returns Comparison to O and VICI
12 min read
Jun
16, 2024
Cell Tower Target Updates and CCI’s Great Announcement
8 min read
Jun
12, 2024
Realty Income FAQ
8 min read
Jun
11, 2024
What Do You Want To Know About Realty Income?
2 min read
Jun
04, 2024
Portfolio Update - June: Preferred Shares Rocking Year-to-date
14 min read
May
17, 2024
WPC Q1 2024 Update & Forward Growth Projections
8 min read
May
16, 2024
The 67 Page Guide To Investing In Preferred Shares
52 min read
May
15, 2024
Portfolio Update - May: Anything Beats April
13 min read
May
07, 2024
O & MAA Q1 2024 Update
6 min read
May
02, 2024
Crown Castle: Give Boots Capital The Boot - Proxy Voting Guide
9 min read
Apr
24, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Golub Capital BDC’s Performance For Calendar Q1 2024
5 min read
Apr
23, 2024
Equity Lifestyle Dips on Higher Guidance
2 min read
Apr
22, 2024
Alexandria Shines With Q1 Beat
3 min read
Apr
22, 2024
Portfolio Update - April: Mild March Meets Wild April
9 min read
Apr
19, 2024
CCI Brief Update For Q1 2024
2 min read
Apr
17, 2024
REXR & PLD Combined Quick Update
2 min read
Apr
17, 2024
Prologis Plunging: Quick Notes
2 min read
