Mar
30
A quick note regarding weekly book value and net asset value estimates
1 min read
Free
Mar
11
Portfolio Update - March: Finding Yield with Defensive Focus
12 min read
Feb
28
American Tower's Q4 2023 Update
4 min read
Feb
26
SBAC Q4 2023 Update
5 min read
Feb
25
2 Recent Trades for Scott
1 min read
Feb
21
Is Alexandria Real Estate Hiding Interest Expense?
5 min read
Feb
15
Two New Baby Bonds Under Coverage: MFAN and PMTU
1 min read
Feb
13
Trade Alert
4 min read
Feb
12
Portfolio Update - February: Alpha to Start The Year
16 min read
Feb
07
Rexford Deletes Information, Angers Analysts, TRNO Keeps Rolling
4 min read
Feb
07
Scott Kennedy’s mREIT And BDC Earnings Series: Assessing Rithm Capital’s And Ares Capital’s Performance For Q4 2023
23 min read
Feb
06
Jerome Powell and the Oh Noes Nonfarm Payroll Report
8 min read
Feb
02
ELS Q4 2023: Equity Lifestyle continues steady growth despite accounting change
4 min read
Jan
30
ARE: Q4 2023 Diving into Alexandria's New Guidance
5 min read
Jan
24
CCI: Q4 2023 Update
5 min read
Jan
18
PLD: Q4 2023 Solid Quarter, Strong Growth Continues, Expect Vacancy to Spike in 2024
5 min read
Jan
12
Easy Preferred Share Swap: EFC-B vs EFC-C
6 min read
Jan
09
TRNO: Brief Update
2 min read
Jan
09
Apartment REIT Vacancy Rising
4 min read
Jan
04
Exposing Our Mortgage REIT Record
7 min read
Jan
02
Brief Notes on Baby Bonds and Preferred Shares
4 min read
Jan
02
Portfolio Update - January: Another Winning Year Complete
13 min read
Dec
31
Reviewing Scott's Final Trade for 2023
3 min read
Dec
27
Free Upcoming Article on AGNC + Sector Charts
1 min read
Dec
20
CCI Update: Another win for shareholders
3 min read
Dec
18
A Few Very Brief Updates
1 min read
Dec
14
Preferred Share Target Updates: A Few Risk Rating Corrections
1 min read
Dec
12
Portfolio Update - December: Alpha Breaks 11%
16 min read
Dec
11
12% Yield Or Greater Plus Upside
1 min read
Dec
07
Breaking: CCI's CEO Announces Abrupt Retirement! (Free)
4 min read
Dec
06
SBAC: My Largest Position
2 min read
Dec
06
Guest Post by Yield Hunting (Alpha Gen Capital): December 2023 Newsletter | 'A November to Remember'
12 min read
Nov
28
13% Dividend Yield and 12% Upside
1 min read
Nov
17
PMT: Before The Market Catches On: Free Release
20 min read
Nov
16
Trade Alert 2023-11-16
3 min read
Nov
16
TWO Preferred Share Update: Free Release
5 min read
Nov
14
Inflation Down, Rates Down, REITs Up
3 min read
Nov
12
Portfolio Update - November: A Brief Glimpse of Lower Rates
10 min read
Nov
06
Realty Income Q3 2023 Update
2 min read
Nov
06
Why Did Book Values Surge? Easy Mortgage REIT Guide to Tightening.
6 min read
Nov
02
SBAC: Q3 2023 Update
2 min read
Oct
30
Realty Income Buys Spirit Realty Capital: Math Ensues
5 min read
Oct
29
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/29/2023
12 min read
Oct
26
Invite your friends to read The REIT Forum
1 min read
Oct
23
ARE: Q3 2023 Looks Pretty Good So Far
2 min read
Oct
23
AGNC Preannounced Huge BV Loss, As We Predicted
3 min read
Oct
18
Chill Time For Agency Mortgage REITs & Fixed-Rate Preferreds
4 min read
Oct
17
ELS Q3 2023 Earnings Update
4 min read
Oct
09
Portfolio Update - October: Those Huge Preferred Yields
11 min read
Oct
06
Trade Alert 2023-10-06
2 min read
