Jun
15, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/15/2025
18 min read
Michael VanLoon
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
Charts 2025-06-13
2 min read
Jun
12, 2025
Charts 2025-06-12
2 min read
Jun
11, 2025
Baby Bond Target Updates and Coverage For NYMTI, NYMTG, MITN, and MITP
5 min read
Jun
09, 2025
Charts 2025-06-09
2 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
01, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/01/2025
19 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
14, 2025
Portfolio Update - May: Good Titles Are Hard
12 min read
May
11, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 5/11/2025
20 min read
May
10, 2025
Introducing the Dividend Portfolio Tracker
3 min read
May
10, 2025
Image Testing Post
2 min read
May
09, 2025
Trade Alert by Scott Kennedy 05/09/2025
1 min read
May
08, 2025
Sun Communities Q1 2025: New Guidance and Special Dividend
2 min read
May
07, 2025
Trade Alert by Scott Kennedy 05/07/2025
May
06, 2025
Amrita Roy: A Goldilocks Quarter For Hyperscaler AI Capex (Guest Post)
17 min read
May
04, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 5/4/2025
19 min read
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
27, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 4/27/2025
18 min read
Apr
22, 2025
Agree Realty Q1 2025 Earnings Update
3 min read
Apr
21, 2025
Trade Alert by Scott Kennedy 04/21/2025
Apr
19, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 4/20/2025
19 min read
Apr
17, 2025
Industrial REIT Q1 2025 Sector Update
7 min read
Apr
17, 2025
Trade Alert 2025-04-17
1 min read
Apr
14, 2025
Trade Alert by Scott Kennedy 04/14/2025
Apr
13, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 4/13/2025
20 min read
Apr
11, 2025
Rexford Industrial NAV Calculations and Industrial REIT Commentary
4 min read
Apr
10, 2025
Trade Alert by Scott Kennedy 04/10/2025
1 min read
Apr
09, 2025
The Post That Moved Markets
2 min read
Apr
09, 2025
Trade Alert #2 by Scott Kennedy 04/09/2025
Apr
09, 2025
Trade Alert by Scott Kennedy 04/09/2025
Apr
08, 2025
Trade Alert #3 by Scott Kennedy 04/08/2025
Apr
08, 2025
Trade Alert #2 by Scott Kennedy 04/08/2025
Apr
08, 2025
Trade Alert by Scott Kennedy 04/08/2025
1 min read
Apr
07, 2025
Equity REIT Target Updates 2025-04-07
4 min read
Apr
07, 2025
Quick Baby Bond and Preferred Share Amid Tariff Volatility
2 min read
Apr
07, 2025
REITs Caught in the Trade War Crossfire
7 min read
Apr
07, 2025
Trade Alert by Scott Kennedy 04/07/2025
Apr
06, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/31/2025 AND 4/6/2025
20 min read
Apr
04, 2025
Trade Alert 2025-04-04
2 min read
Apr
04, 2025
