Michael VanLoon

Michael VanLoon

Sep
07, 2023

Portfolio Update - September: Market Stumbles, Alpha Improves

17 min read
Aug
30, 2023

Full Details on NLY-F, AGNCN, IVR-B, IVR-C, CIM-B, TWO-A, TWO-B, TWO-C

6 min read
Aug
25, 2023

How PennyMac Mortgage Tried to Screw Preferred Shareholders

8 min read
Aug
23, 2023

O: Q2 2023 Update for Realty Income

6 min read
Aug
18, 2023

Guide To The 100k Charts

9 min read
Aug
15, 2023

WPC: Q2 2023 Update & Some Net Lease Lessons

10 min read
Aug
07, 2023

ESS: Q2 2023 Guidance Up, Setting Up A Q3 Beat

4 min read
Aug
06, 2023

CPT: Q2 2023 Solid performance, As Expected

3 min read
Aug
03, 2023

Portfolio Update - August: A Wild Summer Already + Extra Preferred Share Commentary

15 min read
Jul
31, 2023

SBAC: Q2 2023. Back-to-Back 10s.

3 min read
Jul
26, 2023

SUI: Brief Q2 2023 Update

3 min read
Jul
25, 2023

ARE: Brief Q2 2023 Update

2 min read
Jul
19, 2023

PLD: Prologis Raises Almost Everything But The Price + REXR Preview

8 min read
Jul
12, 2023

Negative Real Yields: The Standard For Two Decades

8 min read
Jul
09, 2023

Portfolio Update - July: Celebrating The Launch of Our Service

13 min read
Jul
03, 2023

ARE: Recent Asset Sales Demonstrate Prudent Management

4 min read
Jun
28, 2023

ARE: Rejecting The Office REIT Comparison

8 min read
Jun
27, 2023

10 Big REIT Bargains

6 min read
Jun
23, 2023

Industrial REITs: What Happened To REXR?

13 min read