Jun

23, 2025

Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 17 mREIT Peers – Part 2 (Includes Q3 2025 Dividend Projection For All Peers)

20 min read

Jun

23, 2025

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/22/2025

21 min read

Jun

20, 2025

Quick Notes About EFC Preferred Shares

6 min read

Jun

20, 2025

Trade Alert by Scott Kennedy 06/20/2025

1 min read

Jun

19, 2025

Portfolio Update - June: Time For More Preferred Shares

11 min read

Jun

16, 2025

Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, And Dividend Versus 11 BDC Peers – Part 2 (Includes Cal Q3 2025/Next Series Of Dividend Projections For All Covered Peers)

25 min read

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