Oct
03
Net Lease Updates: Treasuries Driving Net Lease Lower
5 min read
Free
Sep
21
WPC: Slam Dunk? Rejected.
7 min read
Sep
07
Portfolio Update - September: Market Stumbles, Alpha Improves
17 min read
Aug
30
Full Details on NLY-F, AGNCN, IVR-B, IVR-C, CIM-B, TWO-A, TWO-B, TWO-C
6 min read
Aug
25
How PennyMac Mortgage Tried to Screw Preferred Shareholders
8 min read
Aug
23
O: Q2 2023 Update for Realty Income
6 min read
Aug
18
Guide To The 100k Charts
9 min read
Aug
15
WPC: Q2 2023 Update & Some Net Lease Lessons
10 min read
Aug
07
ESS: Q2 2023 Guidance Up, Setting Up A Q3 Beat
4 min read
Aug
06
CPT: Q2 2023 Solid performance, As Expected
3 min read
Aug
03
Portfolio Update - August: A Wild Summer Already + Extra Preferred Share Commentary
15 min read
Jul
31
SBAC: Q2 2023. Back-to-Back 10s.
3 min read
Jul
26
SUI: Brief Q2 2023 Update
3 min read
Jul
25
ARE: Brief Q2 2023 Update
2 min read
Jul
19
PLD: Prologis Raises Almost Everything But The Price + REXR Preview
8 min read
Jul
12
Negative Real Yields: The Standard For Two Decades
8 min read
Jul
09
Portfolio Update - July: Celebrating The Launch of Our Service
13 min read
Jul
03
ARE: Recent Asset Sales Demonstrate Prudent Management
4 min read
Jun
28
ARE: Rejecting The Office REIT Comparison
8 min read
Jun
27
10 Big REIT Bargains
6 min read
Jun
23
Industrial REITs: What Happened To REXR?
13 min read
Jun
19
AGNC Preferred Share Absurdity, Yet Again (Hurray)
7 min read
Jun
16
Trade Alert: AGNCO, AGNCP
3 min read
Jun
02
Sun Communities: Out Of Favor, Still Exceptional
8 min read
May
17
What's Wrong With the 9% Yield From RC-E?
2 min read
Apr
26
How About Those NLY Preferred Shares?
5 min read
Apr
04
A Clear Pricing Failure: NYMTL vs. NYMTN
5 min read
Mar
30
Trade Alert: AGNCO, AGNCP, CSWC, MFA-C
5 min read
Mar
27
ARE: Alexandria Is On The Discount Rack
2 min read
Mar
23
Preferred Share Comparison: RITM and PMT Dominate CHMI
4 min read
Mar
21
Annaly: Not Great, But Finally Reasonable
5 min read
Jun
28
Higher Interest Rates And Popular Lies (Part 3)
9 min read
May
17
Higher Interest Rates And Popular Lies (Part 2)
6 min read
May
13
Higher Interest Rates And Popular Lies
6 min read
Apr
27
Ibonds: Time To Buy More
3 min read
Feb
23
Buying Another Preferred Share at Bargain Pricing
3 min read
Feb
16
Preferred Shares: What To Buy And Sell Amid The Market Disruption
3 min read
Feb
10
Our Newest 6.5% Yielding Purchase
1 min read
Feb
01
A Quick Review of All My January Trades
3 min read
Nov
14
A Risk-Free Return On Cash: Guide On Why And How To Buy Ibonds - Part 2
4 min read
Nov
12
A Risk-Free Return On Cash: Guide On Why And How To Buy Ibonds - Part 1
5 min read
Sep
27
A Guide To WPC’s Change In AFFO Per Share
11 min read
Sep
25
COLD Should’ve Dipped, But Not To Pandemic Levels
12 min read
Sep
20
Rapid Preferred Share Updates
6 min read
Sep
20
Rapid Preferred Share Updates
6 min read
Sep
19
Inflation Poised to Strike Shopping Center REITs
7 min read
Sep
15
Bullish on NRZ-D
4 min read
Sep
13
Industrial REITs Deliver Again
8 min read
Sep
13
Making our public articles available to the public again
1 min read
Sep
15
Triple Net Lease REIT Update: Stronger Rent Collection And Lower Cap Rates
9 min read
