Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 2 (Includes Q1 2025 Dividend Projection For All Peers)
22 min read
Dec
27, 2024
Can Walgreens Really Threaten Realty Income’s Dividend?
9 min read
Dec
27, 2024
Trade Alert By Scott Kennedy 12/27/2024
Dec
22, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/22/2024
20 min read
Dec
18, 2024
Trade Alert By Scott Kennedy 12/18/2024
Dec
17, 2024
Why I Keep Buying Industrial REITs
11 min read
Dec
16, 2024
Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 2 (Includes Cal Q1 2025/Next Series Of Dividend Projections For All Covered Peers)
26 min read
Dec
15, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/15/2024
21 min read
Dec
12, 2024
Trade Alert 12/12/2024
2 min read
Dec
11, 2024
Scott Kennedy's Response to Ready Capital Short Article
7 min read
Dec
09, 2024
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 1 (Post Q3 2024 Earnings)
30 min read
Dec
08, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/08/2024
20 min read
Dec
06, 2024
Upcoming Articles (CIM-A, NLY-F, VGSH) + Charts on Rexford and Digital Realty
8 min read
Dec
03, 2024
Portfolio Update - December: Time for Macro Charts
18 min read
Dec
02, 2024
Scott Kennedy’s Notes on Ready Capital Acquiring UDF IV
4 min read
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