Dec
02, 2024
Scott Kennedy’s Notes on Ready Capital Acquiring UDF IV
4 min read
Michael VanLoon
Dec
02, 2024
Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 1 (Post Q3 2024 Earnings)
23 min read
Dec
01, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/01/2024
1 min read
Nov
24, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/24/2024
15 min read
Nov
22, 2024
Trade Alert 11/22/2024
1 min read
Nov
22, 2024
Apartment REIT Sector Update and Target Updates Q3 2024
14 min read
Nov
20, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Oaktree Specialty Lending’s Performance For Calendar Q3 2024
8 min read
Nov
20, 2024
Trade Alert By Scott Kennedy 11/20/2024
Nov
19, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Golub Capital BDC’s Performance For Calendar Q3 2024
9 min read
Nov
18, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Cherry Hill Mortgage’s Performance For Q3 2024
7 min read
Nov
18, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Invesco Mortgage’s Performance for Q3 2024
7 min read
Nov
17, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/17/2024
15 min read
Nov
15, 2024
Scott Kennedy’s BDC Earnings Series: Assessing MidCap Financial’s Performance For Q3 2024
7 min read
Nov
15, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Blackrock TCP Capital’s Performance For Q3 2024
8 min read
Nov
14, 2024
Scott Kennedy’s BDC Earnings Series: Assessing TriplePoint Venture Growth’s Performance For Q3 2024
8 min read
Nov
14, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Gladstone Investment’s Performance For Q3 2024
8 min read
Nov
14, 2024
Realty Income Q3 2024 Earnings Update (Includes Bonus Section)
3 min read
Nov
13, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Commercial Real Estate’s Performance For Q3 2024
8 min read
Nov
13, 2024
Scott Kennedy’s BDC Earnings Series: Assessing FS KKR Capital’s Performance For Q3 2024
8 min read
Nov
13, 2024
CPT Q3 2024 Earnings Update
6 min read
Nov
13, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Blackstone Secured Lending’s Performance For Q3 2024
7 min read
Nov
13, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Blue Owl Capital’s Performance For Q3 2024
7 min read
Nov
13, 2024
Scott Kennedy’s mREIT Series: Assessing Ellington Financial’s Performance For Q3 2024
8 min read
Nov
13, 2024
Scott Kennedy’s mREIT Series: Assessing MFA Financial’s Performance For Q3 2024
7 min read
Nov
11, 2024
AMT Q3 2024: The Crowd Gets Confused by AFFO
6 min read
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