Sep
15, 2025
Michael VanLoon
Sep
15, 2025
Note on PMT Baby Bonds
3 min read
Sep
14, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/14/2025
20 min read
Sep
11, 2025
Trade Alert 09/11/2025 - Both Analysts
1 min read
Sep
09, 2025
Tower REIT Update Following EchoStar deal with SpaceX + Target Updates
8 min read
Sep
07, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/07/2025
21 min read
Aug
28, 2025
SBAC Falls After AT&T Acquired More Spectrum from EchoStar
8 min read
Aug
28, 2025
Trade Alert 08/28/2025
1 min read
Aug
27, 2025
Trade Alert 08/27/2025
3 min read
Aug
27, 2025
Portfolio Update - August 2025: Subscriber Section Includes Notes on SBAC, REXR
12 min read
Aug
26, 2025
Trade Alert by Scott Kennedy 8/26/2025
Aug
24, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/24/2025
19 min read
Aug
22, 2025
Trade Alert 08/22/2025 - Both Analysts
2 min read
Aug
20, 2025
Target Updates: Apartments and Manufactured Home Parks
11 min read
Aug
17, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/17/2025
17 min read
Aug
12, 2025
Charts 2025-08-12
3 min read
Aug
12, 2025
Quick Note on DX-C
3 min read
Aug
11, 2025
Dividend Portfolio Tracker
2 min read
Aug
10, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/10/2025
19 min read
Aug
08, 2025
Trade Alert 08/08/2025
1 min read
Aug
06, 2025
Realty Income Q2 2025 Earnings Update
4 min read
Aug
04, 2025
SBA Communications Q2 2025 Update: More Buybacks and Leaving Canada
6 min read
Aug
04, 2025
Annaly Capital Management Releases New Preferred Share With 8.9% Dividend Yield
6 min read
Aug
03, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/03/2025
26 min read
Jul
31, 2025
Sun Communities Q2 2025 Update
2 min read
Jul
29, 2025
American Tower Q2 2025 Update
3 min read
Jul
28, 2025
Crown Castle International Q2 2025 Update
4 min read
Jul
27, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/27/2025
21 min read
Jul
22, 2025
Alexandria Q2 2025 Update
4 min read
Jul
20, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/20/2025
22 min read
Jul
18, 2025
Portfolio Update - July 2025
8 min read
Jul
16, 2025
Rexford Q2 2025 Earnings Update
2 min read
Jul
16, 2025
Prologis Q2 2025 Earnings Update
3 min read
Jul
15, 2025
Charts 2025-07-15
3 min read
Jul
15, 2025
Trade Alert By Scott Kennedy 7/15/25
1 min read
Jul
14, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/13/2025
19 min read
Jul
10, 2025
Charts 2025-07-10
3 min read
Jul
09, 2025
Baby Bond Target Updates and Coverage For NYMTH and TWOD
4 min read
Jul
09, 2025
Trade Alert by Scott Kennedy 07/09/2025
Jul
09, 2025
Trade Alert 2025-07-09
1 min read
Jul
04, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/04/2025
20 min read
Jun
30, 2025
Charts 2025-06-30
3 min read
Jun
27, 2025
Trade Alert 2025-06-27
3 min read
Jun
27, 2025
Preferred Share Target Updates
1 min read
Jun
25, 2025
Trade Alert 2025-06-25
2 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
17, 2025
Charts 2025-06-17
3 min read