Feb
21, 2024
Is Alexandria Real Estate Hiding Interest Expense?
5 min read
Michael VanLoon
Feb
20, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing ARMOUR Residential REIT’s Performance For Q4 2023
13 min read
Feb
18, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/18/2024
19 min read
Feb
17, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Sixth Street Specialty Lending’s Performance For Q4 2023
13 min read
Feb
17, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Chimera Investment’s And Franklin BSP Realty Trust’s Performance For Q4 2023
21 min read
Feb
15, 2024
Two New Baby Bonds Under Coverage: MFAN and PMTU
1 min read
Feb
15, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Blackstone Mortgage Trust’s And Granite Point Mortgage Trust’s Performance For Q4 2023
21 min read
Feb
13, 2024
Trade Alert
4 min read
Feb
12, 2024
Portfolio Update - February: Alpha to Start The Year
16 min read
Feb
11, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/11/2024
18 min read
Feb
10, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Prospect Capital’s Performance For Calendar Q4 2023
16 min read
Feb
09, 2024
Scott Kennedy’s mREIT And BDC Earnings Series: Assessing Annaly Capital’s And PennantPark Floating Rate Capital’s Performance For Q4 2023
19 min read
Feb
07, 2024
Rexford Deletes Information, Angers Analysts, TRNO Keeps Rolling
4 min read
Feb
07, 2024
Scott Kennedy’s mREIT And BDC Earnings Series: Assessing Rithm Capital’s And Ares Capital’s Performance For Q4 2023
23 min read
Feb
07, 2024
Scott Kennedy’s BDC And mREIT Earnings Series: Assessing Oaktree Specialty Lending’s And PennyMac Mortgage’s Performance For Q4 2023
21 min read
Feb
07, 2024
Trade Alert X2 and Rating Update
3 min read
Feb
07, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Gladstone Investment’s Performance For Q4 2023
13 min read
Feb
06, 2024
Jerome Powell and the Oh Noes Nonfarm Payroll Report
8 min read
Feb
05, 2024
Scott's Latest Trade Adds to A Big Position
1 min read
Feb
04, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/04/2024
19 min read
Feb
02, 2024
ELS Q4 2023: Equity Lifestyle continues steady growth despite accounting change
4 min read
Jan
31, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Capital Southwest’s Performance For Q4 2023
15 min read
Jan
30, 2024
ARE: Q4 2023 Diving into Alexandria's New Guidance
5 min read
Jan
30, 2024
Trade Alert
3 min read
Jan
30, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s And Two Harbors Investment’s Performance For Q4 2023
22 min read
Jan
29, 2024
New Trade for Scott Kennedy
1 min read
Jan
28, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/28/2024
18 min read
Jan
24, 2024
CCI: Q4 2023 Update
5 min read
Jan
23, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing AGNC Investment’s Performance For Q4 2023
14 min read
Jan
22, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/21/2024
18 min read
Jan
18, 2024
PLD: Q4 2023 Solid Quarter, Strong Growth Continues, Expect Vacancy to Spike in 2024
5 min read
Jan
17, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Golub Capital BDC’s Performance For Q4 2023
11 min read
Jan
17, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Main Street Capital’s Performance For Q4 2023
11 min read
Jan
14, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/14/2024
15 min read
Jan
12, 2024
Easy Preferred Share Swap: EFC-B vs EFC-C
6 min read
Jan
11, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Orchid Island Capital’s Performance For Q4 2023
12 min read
Jan
09, 2024
TRNO: Brief Update
2 min read
Jan
09, 2024
Apartment REIT Vacancy Rising
4 min read
Jan
07, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/07/2024
15 min read
Jan
04, 2024
Exposing Our Mortgage REIT Record
7 min read
Jan
02, 2024
Brief Notes on Baby Bonds and Preferred Shares
4 min read
Jan
02, 2024
Portfolio Update - January: Another Winning Year Complete
13 min read
Dec
31, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/31/2023
15 min read
Dec
31, 2023
Reviewing Scott's Final Trade for 2023
3 min read
Dec
29, 2023
Industrial REIT Target Updates & Sector Update
9 min read
Dec
28, 2023
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 2 (Includes Q1 2024 Dividend Projection For All Peers)
23 min read
Dec
28, 2023
Scott Kennedy’s BDC Series: Ares Capital’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 2 (Includes Cal Q1 2024/Next Series Of Dividend Projections For All Covered Peers)
28 min read
Dec
27, 2023
Free Upcoming Article on AGNC + Sector Charts
1 min read
Dec
24, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/24/2023
15 min read
Dec
21, 2023
A Duel Between SACH & FBRT: Analysis At It's Best
6 min read
