Nov
11, 2024
AMT Q3 2024: The Crowd Gets Confused by AFFO
6 min read
Michael VanLoon
Nov
10, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/10/2024
17 min read
Nov
08, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Chimera Investment’s Performance For Q3 2024
8 min read
Nov
08, 2024
Sun Communities Q3 2024 Earnings Update
7 min read
Nov
07, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Ready Capital’s Performance For Q3 2024
10 min read
Nov
06, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Granite Point Mortgage’s Performance For Q3 2024
9 min read
Nov
06, 2024
Scott Kennedy’s BDC Earnings Series: Assessing SLR Investment’s Performance For Q3 2024
8 min read
Nov
06, 2024
Preferred Share Target Updates 2024-11-06
6 min read
Nov
06, 2024
Trade Alert By Scott Kennedy 11/06/2024
1 min read
Nov
05, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Sixth Street Specialty Lending’s Performance For Q3 2024
7 min read
Nov
05, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing AG Mortgage Investment’s Performance For Q3 2024
8 min read
Nov
05, 2024
Trade Alert 2024-11-05
1 min read
Nov
05, 2024
Portfolio Update - November: Rates Roaring, Credit Spreads Thinning
13 min read
Nov
05, 2024
First Preferred Share Call of the Season: IVR-B
3 min read
Nov
04, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Franklin BSP Realty’s Performance For Q3 2024
8 min read
Nov
04, 2024
Trade Alert 2024-11-04
3 min read
Nov
03, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/03/2024
17 min read
Nov
01, 2024
Scott Kennedy’s BDC Earnings Series: Assessing PennantPark Floating Rate’s Preliminary Results For Calendar Q3 2024
6 min read
Oct
31, 2024
Digital Realty Achieves Insane Valuation
4 min read
Oct
30, 2024
Scott Kennedy’s mREIT Earnings Series: New York Mortgage’s Performance For Q3 2024
9 min read
Oct
30, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Ares Capital’s Performance For Q3 2024
8 min read
Oct
30, 2024
SBAC Q3 2024 Update: Strong Quarter for SBA Communications
6 min read
Oct
29, 2024
Scott Kennedy’s mREIT Series: Assessing Rithm Capital’s Performance For Q3 2024
17 min read
Oct
28, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Two Harbor’s Performance For Q3 2024
6 min read
Oct
28, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Capital Southwest’s Performance For Q3 2024
8 min read
Oct
27, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/27/2024
19 min read
Oct
24, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing ARMOUR Residential’s Performance For Q3 2024
6 min read
Oct
23, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Annaly Capital’s Performance For Q3 2024
7 min read
Oct
23, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Blackstone Mortgage’s Performance For Q3 2024
8 min read
Oct
23, 2024
Agree Realty Q3 2024 Earnings Update
5 min read
Oct
23, 2024
Trade Alert 2024-10-23
1 min read
Oct
22, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing PennyMac Mortgage’s Performance For Q3 2024
8 min read
Oct
21, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s And AGNC Investment’s Performance For Q3 2024
10 min read
Oct
21, 2024
Alexandria Q3 2024 Update
4 min read
Oct
20, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/20/2024
19 min read
Oct
17, 2024
Trade Alert 2024-10-17
1 min read
Oct
16, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Orchid Island’s Preliminary Results For Q3 2024
6 min read
Oct
16, 2024
Prologis, Rexford, and Crown Castle International Q3 2024 Earnings Updates
7 min read
Oct
16, 2024
Trade Alert 2024-10-16 by Scott Kennedy and Michael as Foreshadowed
4 min read
Oct
16, 2024
Trade Alert 2024-10-16 + Foreshadowing
3 min read
Oct
15, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Main Street’s Preliminary Earnings For Q3 2024
6 min read
Oct
14, 2024
Sun Communities: Some Rando Wants Attention
9 min read
Oct
14, 2024
Trade Alert By Scott Kennedy 10/14/2024
Oct
13, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/13/2024
21 min read
Oct
12, 2024
Trade Alert By Scott Kennedy 10/11/2024
1 min read
Oct
11, 2024
Trade Alert 2024-10-11
1 min read
Oct
08, 2024
Trade Alert By Scott Kennedy 10/08/2024
1 min read
Oct
06, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/30/2024
20 min read
Oct
04, 2024
Demolishing an Awful Article on Invesco Mortgage Capital
10 min read
Oct
04, 2024
Crown Castle International and the Fiber Segment Bids
7 min read
