Oct
23, 2023
ARE: Q3 2023 Looks Pretty Good So Far
2 min read
Free
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
Nov
14, 2021
A Risk-Free Return On Cash: Guide On Why And How To Buy Ibonds - Part 2
4 min read
Nov
12, 2021
A Risk-Free Return On Cash: Guide On Why And How To Buy Ibonds - Part 1
5 min read
Sep
27, 2021
A Guide To WPC’s Change In AFFO Per Share
11 min read
Sep
25, 2021
COLD Should’ve Dipped, But Not To Pandemic Levels
12 min read
Sep
20, 2021
Rapid Preferred Share Updates
6 min read
