Apr
04, 2025
Trade Alert by Scott Kennedy 04/04/2025
1 min read
Michael VanLoon
Apr
03, 2025
Trade Alert 2025-04-03 by Scott Kennedy and Michael VanLoon
2 min read
Apr
02, 2025
Portfolio Update - April: Bring On The Alpha
17 min read
Apr
01, 2025
American Tower Q4 2024: Perception Swings
3 min read
Mar
26, 2025
Trade Alert 2025-03-26 by Scott Kennedy and Michael VanLoon
2 min read
Mar
25, 2025
Crown Castle International Suddenly Fires CEO Steven Moskowitz
2 min read
Mar
23, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/23/2025
12 min read
Mar
21, 2025
Trade Alert 03/21/2025 - Part 2: Another Trade
5 min read
Mar
21, 2025
Trade Alert 03/21/2025
1 min read
Mar
20, 2025
Portfolio Update - March: The Latest Portfolio Update
15 min read
Mar
19, 2025
Trade Alert 03/19/2025
2 min read
Mar
18, 2025
15% Dividend Yields at Nosebleed Valuations
10 min read
Mar
16, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/16/2025
13 min read
Mar
14, 2025
Crown Castle International Q4 2024: Shares Jump 10% on Fiber Sale
4 min read
Mar
14, 2025
The Question Board / Ask Me Anything
3 min read
Mar
12, 2025
Trade Alert by Scott Kennedy 03/07/2025
Mar
09, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/09/2025
14 min read
Mar
07, 2025
Guide: How To Do Better Buybacks Using Ready Capital
10 min read
Mar
07, 2025
Trade Alert by Scott Kennedy 03/07/2025
Mar
05, 2025
Preferred Share and Baby Bond Target Updates 03/05/2025
4 min read
Mar
03, 2025
Trade Alert by Scott Kennedy 03/03/2025
1 min read
Mar
02, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/02/2025
17 min read
Feb
28, 2025
PennyMac and the SmackDown
7 min read
Feb
26, 2025
11 Dividend Yields Over 8%
13 min read
Feb
25, 2025
Realty Income Q4 2024 Earnings Update: Headwinds Were Already Priced In
3 min read
Feb
25, 2025
SBA Communications Q4 2024 Update: The Curious Case of Interest Expense
3 min read
Feb
24, 2025
Shorts Get Burned: SUI’s $5.65B Deal Proves the Bears Wrong
5 min read
Feb
23, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/23/2025, PMTV added to coverage, RC rebuttal
20 min read
Feb
21, 2025
Digital Realty Income Prints Shares to Buy Treasuries
8 min read
Feb
19, 2025
12% Dividend Yields Are Not Enough
9 min read
Feb
14, 2025
Agree Realty Q4 2024 Earnings Update: Another Solid Quarter
6 min read
Feb
13, 2025
W.P. Carey Q4 2024 Earnings Update: Slightly Better Than Expected
9 min read
Feb
12, 2025
Trade Alert by Scott Kennedy 02/12/2025
1 min read
Feb
12, 2025
Trade Alert 02/12/2025
1 min read
Feb
11, 2025
National Retail Properties Q4 2024 Earnings Update: What Is The Market Smoking?
9 min read
Feb
09, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/09/2025
17 min read
Feb
05, 2025
Rexford Q4 2024 Earnings Update
14 min read
Feb
05, 2025
Q4 2024 Equity REIT Earnings Update Priority - Poll for Members
1 min read
Feb
04, 2025
Portfolio Update - February: The Hunt Continues, One Potential Opportunity Catching my Eye
11 min read
Feb
03, 2025
Updated Google Sheets Pages
1 min read
Feb
02, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/02/2025
15 min read
Jan
31, 2025
Secure REIT Forum Google Sheets Links
2 min read
Jan
30, 2025
PennyMac and the Transcript
8 min read
Jan
28, 2025
Trade Alert 01/28/2024
1 min read
Jan
27, 2025
Alexandria Q4 2024 Update: The Buybacks Begin
4 min read
Jan
26, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/26/2025
15 min read
Jan
24, 2025
Trade Alert by Scott Kennedy 01/24/2025
1 min read
Jan
23, 2025
Past Time to Take Gains on These Big Yielders (Early Access + Bonus Section)
5 min read
Jan
21, 2025
Prologis Q4 2024 Earnings Update
5 min read
Jan
20, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/19/2025
16 min read
