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Trade Alert 4/18/2024
We’re increasing one of our positions. I was planning to increase Rexford (REXR) if was doing poorly today. However, the rest of the sector was down…
14 hrs ago
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ColoradoWealthManagementFund
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Trade Alert 4/18/2024
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REXR & PLD Combined Quick Update
Prologis (PLD) sent industrial REITs down with their Q1 2024 update this morning. The commentary was pretty negative in the short-term about high-rent…
Apr 18
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ColoradoWealthManagementFund
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REXR & PLD Combined Quick Update
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Prologis Plunging: Quick Notes
Prologis (PLD) $PLD is getting hammered today. Rexford (REXR) $REXR is also down. PLD reduced guidance (that's been extremely rare) in the Q1 2024…
Apr 17
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ColoradoWealthManagementFund
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Prologis Plunging: Quick Notes
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Scott Kennedy’s BDC Earnings Series: Assessing Main Street’s Performance For Q1 2024
Summary This earnings assessment article reviews MAIN’s NAV and NII performance during Q1 2024 and compares results to my expectations. Earnings remain…
Apr 17
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ColoradoWealthManagementFund
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Scott Kennedy’s BDC Earnings Series: Assessing Main Street’s Performance For Q1 2024
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Preferred Share Target Updates and Alternatives
We’re updating the targets for a handful of preferred shares. The focus here is pretty simple. A fixed-rate preferred share value should be a function…
Apr 16
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ColoradoWealthManagementFund
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Preferred Share Target Updates and Alternatives
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A Few Quick Notes on Inflation
The recent CPI report showed inflation a bit higher than projected. Data is (stupidly) rounded. This rounding resulted in rounding up, rather than…
Apr 16
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ColoradoWealthManagementFund
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A Few Quick Notes on Inflation
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Trade Alert By Scott Kennedy 4/15/2024
Scott Kennedy provided a trade alert today. Quick Note from Scott below: Hi subscribers, quick trade alert as I have a free few minutes. Today, I…
Apr 15
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ColoradoWealthManagementFund
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Trade Alert By Scott Kennedy 4/15/2024
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Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/14/2024
Hi subscribers. We aim to retain the same layout from week to week. Weekly Notes From Colorado Wealth Management Fund Positions: No trades for me over…
Apr 15
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ColoradoWealthManagementFund
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Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/14/2024
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Scott Kennedy's mREIT Earnings Series: Assessing Orchid Island’s Performance For Q1 2024 (Slight Outperformance)
Summary This earnings assessment article reviews ORC’s BV and core earnings equivalent performance during Q1 2024 and compares results to my…
Apr 11
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ColoradoWealthManagementFund
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Scott Kennedy's mREIT Earnings Series: Assessing Orchid Island’s Performance For Q1 2024 (Slight Outperformance)
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Digital Realty: Soaring Price, Stagnating Fundamentals, and Magic
Kind of like EQIX, if EQIX had no growth in Core FFO per share for 5 years.
Apr 10
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ColoradoWealthManagementFund
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Digital Realty: Soaring Price, Stagnating Fundamentals, and Magic
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TRNO: Q1 2024 Operating Results, Target Reaffirmed
Terreno continues to deliver solid results.
Apr 9
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ColoradoWealthManagementFund
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TRNO: Q1 2024 Operating Results, Target Reaffirmed
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Rexford’s Recent Issuance and Acquisitions
Note: Brief summary at the end: Under 180 words. Rexford Industrial (REXR) recently (3/25/2024) had a press release announcing an unusually complex…
Apr 8
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ColoradoWealthManagementFund
6
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Rexford’s Recent Issuance and Acquisitions
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