May
08, 2025
Sun Communities Q1 2025: New Guidance and Special Dividend
2 min read
Free
Apr
29, 2025
American Tower Q1 2025: Rallying on Earnings
3 min read
Apr
28, 2025
Alexandria Q1 2025 Update
3 min read
Apr
28, 2025
SBA Communications Q1 2025 Update: Buybacks Begin
2 min read
Apr
22, 2025
Agree Realty Q1 2025 Earnings Update
3 min read
Apr
09, 2025
The Post That Moved Markets
2 min read
Mar
21, 2025
Trade Alert 03/21/2025
1 min read
Feb
21, 2025
Digital Realty Income Prints Shares to Buy Treasuries
8 min read
Feb
19, 2025
12% Dividend Yields Are Not Enough
9 min read
Feb
14, 2025
Agree Realty Q4 2024 Earnings Update: Another Solid Quarter
6 min read
Feb
13, 2025
W.P. Carey Q4 2024 Earnings Update: Slightly Better Than Expected
9 min read
Feb
04, 2025
Portfolio Update - February: The Hunt Continues, One Potential Opportunity Catching my Eye
11 min read
Jan
28, 2025
Trade Alert 01/28/2024
1 min read
Jan
27, 2025
Alexandria Q4 2024 Update: The Buybacks Begin
4 min read
Jan
21, 2025
Prologis Q4 2024 Earnings Update
5 min read
Jan
13, 2025
Portfolio Update - January: New Year, Higher Rates
11 min read
Dec
27, 2024
Can Walgreens Really Threaten Realty Income’s Dividend?
9 min read
Dec
12, 2024
Trade Alert 12/12/2024
2 min read
Dec
11, 2024
Scott Kennedy's Response to Ready Capital Short Article
7 min read
Dec
06, 2024
Upcoming Articles (CIM-A, NLY-F, VGSH) + Charts on Rexford and Digital Realty
8 min read
Dec
03, 2024
Portfolio Update - December: Time for Macro Charts
18 min read
Dec
02, 2024
Scott Kennedy’s Notes on Ready Capital Acquiring UDF IV
4 min read
Nov
13, 2024
CPT Q3 2024 Earnings Update
6 min read
Nov
11, 2024
AMT Q3 2024: The Crowd Gets Confused by AFFO
6 min read
Nov
05, 2024
Portfolio Update - November: Rates Roaring, Credit Spreads Thinning
13 min read
Nov
05, 2024
First Preferred Share Call of the Season: IVR-B
3 min read
Oct
31, 2024
Digital Realty Achieves Insane Valuation
4 min read
Oct
30, 2024
SBAC Q3 2024 Update: Strong Quarter for SBA Communications
6 min read
Oct
21, 2024
Alexandria Q3 2024 Update
4 min read
Oct
17, 2024
Trade Alert 2024-10-17
1 min read
Oct
14, 2024
Sun Communities: Some Rando Wants Attention
9 min read
Oct
04, 2024
Demolishing an Awful Article on Invesco Mortgage Capital
10 min read
Oct
01, 2024
Portfolio Update - October: Bargain Hunting Gets Harder
18 min read
Sep
26, 2024
Blue Orca Fumbles Incompetent Attack on Sun Communities
13 min read
Sep
20, 2024
Orchid Island Capital Fails at Math
6 min read
Sep
18, 2024
First Rate Cut Drives Rates Up
4 min read
Sep
11, 2024
AvalonBay Communities Vs. Rexford Industrial
10 min read
Sep
09, 2024
Trade Alert 2024-09-09
4 min read
Sep
06, 2024
Guide To Mortgage REITs: Changes in Book Value
26 min read
Sep
01, 2024
Portfolio Update - September: First Cut Coming
14 min read
Aug
28, 2024
Net Lease REITs: Q2 2024 Target Updates
7 min read
Aug
21, 2024
PennyMac Preferred Shares and the Obvious Lawsuit
5 min read
Aug
12, 2024
VICI Properties Q2 2024 Update
2 min read
Aug
08, 2024
Realty Income Q2 2024: Acquisitions Fuel Growth
4 min read
Aug
05, 2024
WPC Q2 2024: Thoroughly Re-Rated
3 min read
Aug
02, 2024
Trade Alert 2024-08-02
2 min read
Jul
31, 2024
Portfolio Update - August: Rates Drop, REITs Soar
11 min read
Jul
31, 2024
AMT Q2 2024: The Crowd Goes Wild
8 min read
Jul
28, 2024
Digital Realty: Priced for Excellence, Built of Mediocrity
5 min read
Jul
24, 2024
ADC Q2 2024 Update & NAV Model
11 min read
