Mar
30, 2024
A quick note regarding weekly book value and net asset value estimates
1 min read
Michael VanLoon
Mar
28, 2024
Trade Alert By Scott Kennedy 3/28/2024
1 min read
Mar
26, 2024
Ares Capital’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 2 (Includes Cal Q2 2024/Next Series Of Dividend Projections For All Covered Peers) By Scott Kennedy
24 min read
Mar
25, 2024
TRNO and REXR Stock Offerings: Everything You Need to Know (Includes A Target Update)
4 min read
Mar
24, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/24/2024
18 min read
Mar
22, 2024
Tower REIT Target Updates
7 min read
Mar
21, 2024
Reviewing Our Latest 9% Yielding Baby Bond Purchases
7 min read
Mar
20, 2024
AMT: What is happening to American Tower’s Dividend?
6 min read
Mar
20, 2024
Preferred Share Market Failure Live Today
9 min read
Mar
19, 2024
Trade Alert 2024-03-19
5 min read
Mar
19, 2024
Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 1 (Post Q4 2023 Earnings) By Scott Kennedy
28 min read
Mar
18, 2024
Trade Alert 2024-03-18
4 min read
Mar
17, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/17/2024
18 min read
Mar
15, 2024
New Trade Alert from Scott Kennedy
1 min read
Mar
15, 2024
Turning Obsolete Malls and Offices Into Housing
8 min read
Mar
14, 2024
Mid-America Apartment Communities Q4 2023 Update
13 min read
Mar
12, 2024
Cherry Hill Mortgage Investment’s Q4 2023 Updates By Scott Kennedy
14 min read
Mar
12, 2024
Ares Capital’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 1 (Post Q4 2023 Earnings) By Scott Kennedy
24 min read
Mar
11, 2024
Portfolio Update - March: Finding Yield with Defensive Focus
12 min read
Mar
10, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/10/2024
16 min read
Mar
08, 2024
Camden Property Trust Q4 2023 Update
7 min read
Mar
07, 2024
Updated Charts For Mortgage REITs and BDCs
5 min read
Mar
07, 2024
Triplepoint Venture Growth’s Q4 2023 Updates By Scott Kennedy
14 min read
Mar
06, 2024
Sun Communities Q4 2023 Update
7 min read
Mar
06, 2024
Trade Alert 2024-03-06
4 min read
Mar
04, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/03/2024
16 min read
Mar
01, 2024
Preferred Share Target Updates and Potential Trades
10 min read
Feb
29, 2024
Blackrock TCP Capital’s Q4 2023 Update By Scott Kennedy
14 min read
Feb
29, 2024
FS KKR Capital And MidCap Financial Investment’s Q4 2023 Updates By Scott Kennedy
21 min read
Feb
28, 2024
American Tower's Q4 2023 Update
4 min read
Feb
28, 2024
Ready Capital & SLR Investment’s Q4 2023 Update By Scott Kennedy
22 min read
Feb
27, 2024
Trade Alert
3 min read
Feb
26, 2024
Ellington Financial’s Q4 2023 Update by Scott Kennedy
13 min read
Feb
26, 2024
SBAC Q4 2023 Update
5 min read
Feb
25, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/25/2024
16 min read
Feb
25, 2024
2 Recent Trades for Scott
1 min read
Feb
24, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Invesco Mortgage Capital’s Performance For Q4 2023
14 min read
Feb
24, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Ares Commercial’s Performance For Q4 2023
15 min read
Feb
23, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing AG Mortgage Investment Trust’s And MFA Financial’s Performance For Q4 2023
23 min read
Feb
22, 2024
Scott Kennedy’s mREIT And BDC Earnings Series: Assessing New York Mortgage Trust’s And Blue Owl Capital’s Performance For Q4 2023
20 min read
Feb
21, 2024
Is Alexandria Real Estate Hiding Interest Expense?
5 min read
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