Nov
14, 2023
FSK Q3 2023 Updates By Scott Kennedy
13 min read
Michael VanLoon
Nov
13, 2023
GAIN Q3 2023 Updates By Scott Kennedy
13 min read
Nov
13, 2023
CIM & ACRE Q3 2023 Updates By Scott Kennedy
22 min read
Nov
13, 2023
TSLX & TPVG Q3 2023 Updates By Scott Kennedy
20 min read
Nov
12, 2023
Update: Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/12/2023
10 min read
Nov
12, 2023
Portfolio Update - November: A Brief Glimpse of Lower Rates
10 min read
Nov
11, 2023
NYMT Q3 2023 Updates by Scott Kennedy
12 min read
Nov
09, 2023
TWO Preferred Share Update
5 min read
Nov
06, 2023
Realty Income Q3 2023 Update
2 min read
Nov
06, 2023
Why Did Book Values Surge? Easy Mortgage REIT Guide to Tightening.
6 min read
Nov
05, 2023
All Housing REIT Target Updates
17 min read
Nov
05, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/05/2023
12 min read
Nov
02, 2023
SBAC: Q3 2023 Update
2 min read
Nov
02, 2023
Trade Alert
3 min read
Nov
01, 2023
PMT, AGNC, TWO, and CSWC Q3 2023 Updates by Scott Kennedy
37 min read
Oct
30, 2023
Realty Income Buys Spirit Realty Capital: Math Ensues
5 min read
Oct
30, 2023
AMT: Q3 2023 Beat And Raise, Yet Again
4 min read
Oct
29, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/29/2023
12 min read
Oct
28, 2023
BXMT, NLY, RITM, and ARR Q3 2023 Updates by Scott Kennedy
29 min read
Oct
27, 2023
AGNC Preferred Shares
3 min read
Oct
26, 2023
Invite your friends to read The REIT Forum
1 min read
Oct
25, 2023
SUI: Q3 2023 Update. Strong Quarter, Guidance Up and Guidance Down?
3 min read
Oct
25, 2023
REXR: Q3 2023 Guidance Up, Market Rent Down
8 min read
Oct
24, 2023
DX: Q3 2023 Update by Scott Kennedy
11 min read
Oct
23, 2023
ARE: Q3 2023 Looks Pretty Good So Far
2 min read
Oct
23, 2023
AGNC Preannounced Huge BV Loss, As We Predicted
3 min read
Oct
23, 2023
Trade Alert
3 min read
Oct
22, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/22/2023
14 min read
Oct
22, 2023
ORC, MAIN, and GBDC Q3 2023 Updates by Scott Kennedy
32 min read
Oct
20, 2023
CCI: Q3 2023 The Real Numbers Behind Guidance
7 min read
Oct
18, 2023
Chill Time For Agency Mortgage REITs & Fixed-Rate Preferreds
4 min read
Oct
18, 2023
PLD: Q3 2023 & The Global Industrial Outlook
6 min read
Oct
17, 2023
ELS Q3 2023 Earnings Update
4 min read
Oct
15, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/15/2023
9 min read
Oct
13, 2023
Trade Alert
3 min read
Oct
10, 2023
Preferred Share Ideas + Notes on Current Environment
14 min read
Oct
09, 2023
Portfolio Update - October: Those Huge Preferred Yields
11 min read
Oct
08, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/08/2023
10 min read
Oct
06, 2023
Trade Alert 2023-10-06
2 min read
Oct
05, 2023
PMT: Before The Market Catches On
20 min read
Oct
04, 2023
Trade Alert
4 min read
Oct
03, 2023
Net Lease Updates: Treasuries Driving Net Lease Lower
5 min read
Oct
01, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/01/2023
10 min read
Sep
27, 2023
Update on CIM-B: Floating Rate Confirmed, Target Updates, Alternatives
6 min read
Sep
24, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/24/2023
10 min read
Sep
22, 2023
Trade Alert
2 min read
Sep
21, 2023
WPC: Slam Dunk? Rejected.
7 min read
Sep
18, 2023
Tower REIT Notes from CCI’s Latest Conferences
6 min read
Sep
17, 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/17/2023
8 min read
Sep
14, 2023
Update on CIM-B
7 min read
