Nov
06, 2023
Why Did Book Values Surge? Easy Mortgage REIT Guide to Tightening.
6 min read
Free
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
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
Apr
04, 2023
A Clear Pricing Failure: NYMTL vs. NYMTN
5 min read
Mar
30, 2023
Trade Alert: AGNCO, AGNCP, CSWC, MFA-C
5 min read
Mar
27, 2023
ARE: Alexandria Is On The Discount Rack
2 min read
Mar
23, 2023
Preferred Share Comparison: RITM and PMT Dominate CHMI
4 min read
Mar
21, 2023
Annaly: Not Great, But Finally Reasonable
5 min read
Jun
28, 2022
Higher Interest Rates And Popular Lies (Part 3)
9 min read
May
17, 2022
Higher Interest Rates And Popular Lies (Part 2)
6 min read
May
13, 2022
Higher Interest Rates And Popular Lies
6 min read
Apr
27, 2022
Ibonds: Time To Buy More
3 min read
Feb
23, 2022
Buying Another Preferred Share at Bargain Pricing
3 min read
Feb
16, 2022
Preferred Shares: What To Buy And Sell Amid The Market Disruption
3 min read
Feb
10, 2022
Our Newest 6.5% Yielding Purchase
1 min read
Feb
01, 2022
A Quick Review of All My January Trades
3 min read
