Apr
16, 2024
A Few Quick Notes on Inflation
6 min read
Free
Apr
15, 2024
Trade Alert By Scott Kennedy 4/15/2024
1 min read
Apr
10, 2024
Digital Realty: Soaring Price, Stagnating Fundamentals, and Magic
8 min read
Apr
09, 2024
TRNO: Q1 2024 Operating Results, Target Reaffirmed
2 min read
Apr
08, 2024
Apartment REITs Surge on Blackstone Buyout of AIRC
2 min read
Apr
01, 2024
AVB Seeks the Sunbelt, ESS Anchors the West
5 min read
Mar
30, 2024
A quick note regarding weekly book value and net asset value estimates
1 min read
Mar
11, 2024
Portfolio Update - March: Finding Yield with Defensive Focus
12 min read
Feb
28, 2024
American Tower's Q4 2023 Update
4 min read
Feb
26, 2024
SBAC Q4 2023 Update
5 min read
Feb
25, 2024
2 Recent Trades for Scott
1 min read
Feb
21, 2024
Is Alexandria Real Estate Hiding Interest Expense?
5 min read
Feb
15, 2024
Two New Baby Bonds Under Coverage: MFAN and PMTU
1 min read
Feb
13, 2024
Trade Alert
4 min read
Feb
12, 2024
Portfolio Update - February: Alpha to Start The Year
16 min read
Feb
07, 2024
Rexford Deletes Information, Angers Analysts, TRNO Keeps Rolling
4 min read
Feb
07, 2024
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, 2024
Jerome Powell and the Oh Noes Nonfarm Payroll Report
8 min read
Feb
02, 2024
ELS Q4 2023: Equity Lifestyle continues steady growth despite accounting change
4 min read
Jan
30, 2024
ARE: Q4 2023 Diving into Alexandria's New Guidance
5 min read
Jan
24, 2024
CCI: Q4 2023 Update
5 min read
Jan
18, 2024
PLD: Q4 2023 Solid Quarter, Strong Growth Continues, Expect Vacancy to Spike in 2024
5 min read
Jan
12, 2024
Easy Preferred Share Swap: EFC-B vs EFC-C
6 min read
Jan
09, 2024
TRNO: Brief Update
2 min read
Jan
09, 2024
Apartment REIT Vacancy Rising
4 min read
Jan
04, 2024
Exposing Our Mortgage REIT Record
7 min read
Jan
02, 2024
Brief Notes on Baby Bonds and Preferred Shares
4 min read
Jan
02, 2024
Portfolio Update - January: Another Winning Year Complete
13 min read
Dec
31, 2023
Reviewing Scott's Final Trade for 2023
3 min read
Dec
27, 2023
Free Upcoming Article on AGNC + Sector Charts
1 min read
Dec
20, 2023
CCI Update: Another win for shareholders
3 min read
Dec
18, 2023
A Few Very Brief Updates
1 min read
Dec
14, 2023
Preferred Share Target Updates: A Few Risk Rating Corrections
1 min read
Dec
12, 2023
Portfolio Update - December: Alpha Breaks 11%
16 min read
Dec
11, 2023
12% Yield Or Greater Plus Upside
1 min read
Dec
07, 2023
Breaking: CCI's CEO Announces Abrupt Retirement! (Free)
4 min read
Dec
06, 2023
SBAC: My Largest Position
2 min read
Dec
06, 2023
Guest Post by Yield Hunting (Alpha Gen Capital): December 2023 Newsletter | 'A November to Remember'
12 min read
Nov
28, 2023
13% Dividend Yield and 12% Upside
1 min read
Nov
17, 2023
PMT: Before The Market Catches On: Free Release
20 min read
Nov
16, 2023
Trade Alert 2023-11-16
3 min read
Nov
16, 2023
TWO Preferred Share Update: Free Release
5 min read
Nov
14, 2023
Inflation Down, Rates Down, REITs Up
3 min read
Nov
12, 2023
Portfolio Update - November: A Brief Glimpse of Lower Rates
10 min read
Nov
06, 2023
Realty Income Q3 2023 Update
2 min read
Nov
06, 2023
Why Did Book Values Surge? Easy Mortgage REIT Guide to Tightening.
6 min read
Nov
02, 2023
SBAC: Q3 2023 Update
2 min read
Oct
30, 2023
Realty Income Buys Spirit Realty Capital: Math Ensues
5 min read
Oct
29, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/29/2023
12 min read
Oct
26, 2023
Invite your friends to read The REIT Forum
1 min read
