Jun
15, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/15/2025
18 min read
Jun
13, 2025
Trade Alert 2025-06-13
1 min read
Jun
13, 2025
New Baby Bond Added to Coverage: PMTW
2 min read
Jun
12, 2025
Assessing Chimera Capital’s Definitive Agreement to Acquire HomeXpress Mortgage
6 min read
Jun
11, 2025
Baby Bond Target Updates and Coverage For NYMTI, NYMTG, MITN, and MITP
5 min read
Jun
09, 2025
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 17 mREIT Peers – Part 1 (Post Q1 2025 Earnings)
28 min read
Jun
08, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/08/2025
18 min read
Jun
06, 2025
Trade Alert by Scott Kennedy 06/06/2025
Jun
04, 2025
Americold: Quick Note On The Most Insane Occupancy Issue
3 min read
Jun
02, 2025
Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, and Dividend Versus 11 BDC Peers – Part 1 (Post Q1 2025 Earnings)
22 min read
Jun
01, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/01/2025
19 min read
May
31, 2025
Fannie Mae’s/Freddie Mac’s Potential Exit from Conservatorship + Impact to mREITs
10 min read
May
28, 2025
TWO’s Ongoing Legal Dispute with PRCM (Prior External Manager) + May 2025 Update Regarding Management Termination Fee
6 min read
May
26, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 5/25/2025
5 min read
May
23, 2025
Americold: AFFO Up, Occupancy Down
7 min read
May
20, 2025
Trade Alert by Scott Kennedy 05/20/2025
May
18, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 5/18/2025
18 min read
May
15, 2025
Scott Kennedy’s BDC Earnings Series: Assessing TriplePoint Venture Growth’s Performance For Q1 2025
10 min read
May
14, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Cherry Hill Mortgage’s Performance For Q1 2025
9 min read
May
14, 2025
Portfolio Update - May: Good Titles Are Hard
12 min read
May
13, 2025
Scott Kennedy’s BDC Earnings Series: Assessing FS KKR Capital’s and Gladstone Investment’s Performance For Calendar Q1 2025
17 min read
May
12, 2025
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Ellington Financial’s and Blue Owl Capital’s Performance For Q1 2025
19 min read
May
11, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 5/11/2025
20 min read
May
10, 2025
Introducing the Dividend Portfolio Tracker
3 min read
May
09, 2025
Trade Alert by Scott Kennedy 05/09/2025
1 min read
