Oct
19, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/19/2025
27 min read
Michael VanLoon
Oct
17, 2025
Prologis Q3 2025 Earnings Update
3 min read
Oct
16, 2025
Rexford Q3 2025 Earnings Update
3 min read
Oct
12, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/12/2025
28 min read
Oct
10, 2025
Trade Alert 10/10/2025
2 min read
Oct
10, 2025
Americold: Management Highlighted The Issues?
9 min read
Oct
10, 2025
Trade Alert by Scott Kennedy 10/10/2025
Oct
08, 2025
Trade Alert by Scott Kennedy 10/8/2025
Oct
07, 2025
Trade Alert by Scott Kennedy 10/7/2025
Oct
06, 2025
Trade Alert by Scott Kennedy 10/6/2025
1 min read
Oct
05, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/05/2025
25 min read
Sep
30, 2025
Targets Added: CIMP, AGNCZ, RITM-E plus Updates for Baby Bonds and Preferred Shares
4 min read
Sep
30, 2025
Targets Added: CIMP, AGNCZ, RITM-E plus Updates for Baby Bonds and Preferred Shares
4 min read
Sep
30, 2025
Trade Alert by Scott Kennedy 9/30/2025
Sep
24, 2025
Portfolio Update - September 2025
1 min read
Sep
24, 2025
Portfolio Update - September 2025
10 min read
Sep
24, 2025
Trade Alert 09/24/2025
1 min read
Sep
22, 2025
Trade Alert by Scott Kennedy 9/22/2025
Sep
21, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/21/2025
25 min read
Sep
19, 2025
Trade Alert 09/19/2025 and Order Chaos
4 min read
Sep
19, 2025
Brief Introduction to AGNCZ and RITM-E with Foreshadowing
6 min read
Sep
18, 2025
Guide: Why Book Value is Separate From Core Earnings
6 min read
Sep
15, 2025
Trade Alert by Scott Kennedy 9/15/2025
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