Dec
12, 2023
Portfolio Update - December: Alpha Breaks 11%
16 min read
Free
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
21 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
Oct
23, 2023
ARE: Q3 2023 Looks Pretty Good So Far
2 min read
Oct
23, 2023
AGNC Preannounced Huge BV Loss, As We Predicted
3 min read
Oct
18, 2023
Chill Time For Agency Mortgage REITs & Fixed-Rate Preferreds
4 min read
Oct
18, 2023
PLD: Q3 2023 & The Global Industrial Outlook
6 min read
Oct
17, 2023
ELS Q3 2023 Earnings Update
4 min read
Oct
09, 2023
Portfolio Update - October: Those Huge Preferred Yields
11 min read
Oct
06, 2023
Trade Alert 2023-10-06
2 min read
Oct
03, 2023
Net Lease Updates: Treasuries Driving Net Lease Lower
5 min read
Sep
21, 2023
WPC: Slam Dunk? Rejected.
7 min read
Sep
07, 2023
Portfolio Update - September: Market Stumbles, Alpha Improves
17 min read
Aug
30, 2023
Full Details on NLY-F, AGNCN, IVR-B, IVR-C, CIM-B, TWO-A, TWO-B, TWO-C
6 min read
Aug
25, 2023
How PennyMac Mortgage Tried to Screw Preferred Shareholders
8 min read
Aug
23, 2023
O: Q2 2023 Update for Realty Income
6 min read
Aug
18, 2023
Guide To The 100k Charts
9 min read
Aug
15, 2023
WPC: Q2 2023 Update & Some Net Lease Lessons
10 min read
Aug
07, 2023
ESS: Q2 2023 Guidance Up, Setting Up A Q3 Beat
4 min read
Aug
06, 2023
CPT: Q2 2023 Solid performance, As Expected
3 min read
Aug
03, 2023
Portfolio Update - August: A Wild Summer Already + Extra Preferred Share Commentary
15 min read
Jul
31, 2023
SBAC: Q2 2023. Back-to-Back 10s.
3 min read
Jul
26, 2023
SUI: Brief Q2 2023 Update
3 min read
Jul
25, 2023
ARE: Brief Q2 2023 Update
2 min read
Jul
19, 2023
PLD: Prologis Raises Almost Everything But The Price + REXR Preview
8 min read
Jul
12, 2023
Negative Real Yields: The Standard For Two Decades
8 min read
Jul
09, 2023
Portfolio Update - July: Celebrating The Launch of Our Service
13 min read
Jul
03, 2023
ARE: Recent Asset Sales Demonstrate Prudent Management
4 min read
Jun
28, 2023
ARE: Rejecting The Office REIT Comparison
8 min read
Jun
27, 2023
10 Big REIT Bargains
6 min read
Jun
23, 2023
Industrial REITs: What Happened To REXR?
13 min read
Jun
19, 2023
AGNC Preferred Share Absurdity, Yet Again (Hurray)
7 min read
Jun
16, 2023
Trade Alert: AGNCO, AGNCP
3 min read
Jun
02, 2023
Sun Communities: Out Of Favor, Still Exceptional
8 min read
May
17, 2023
What's Wrong With the 9% Yield From RC-E?
2 min read
Apr
26, 2023
How About Those NLY Preferred Shares?
5 min read
