Apr
29, 2024
SBAC Q1 2024 Update
2 min read
Apr
29, 2024
Preferred Share Target Updates & Quick Note on Prologis
5 min read
Apr
28, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/28/2024
11 min read
Apr
26, 2024
Trade Alert
2 min read
Apr
26, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing PennyMac Mortgage’s And ARMOUR Residential’s Performance For Q1 2024
10 min read
Apr
25, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Blackstone Mortgage’s And Annaly Capital’s Performance For Q1 2024
9 min read
Apr
24, 2024
Agree Realty Starts 2024 Strong
4 min read
Apr
24, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Golub Capital BDC’s Performance For Calendar Q1 2024
5 min read
Apr
23, 2024
Equity Lifestyle Dips on Higher Guidance
2 min read
Apr
23, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s And AGNC Investment’s Performance For Q1 2024
9 min read
Apr
22, 2024
Alexandria Shines With Q1 Beat
3 min read
Apr
22, 2024
Portfolio Update - April: Mild March Meets Wild April
9 min read
Apr
21, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/21/2024
18 min read
Apr
19, 2024
CCI Brief Update For Q1 2024
2 min read
Apr
18, 2024
Trade Alert 4/18/2024
1 min read
Apr
17, 2024
REXR & PLD Combined Quick Update
2 min read
Apr
17, 2024
Prologis Plunging: Quick Notes
2 min read
Apr
17, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Main Street’s Performance For Q1 2024
4 min read
Apr
16, 2024
Preferred Share Target Updates and Alternatives
7 min read
Apr
16, 2024
A Few Quick Notes on Inflation
6 min read
Apr
15, 2024
Trade Alert By Scott Kennedy 4/15/2024
1 min read
Apr
14, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/14/2024
17 min read
Apr
10, 2024
Scott Kennedy's mREIT Earnings Series: Assessing Orchid Island’s Performance For Q1 2024 (Slight Outperformance)
3 min read
Apr
10, 2024
Digital Realty: Soaring Price, Stagnating Fundamentals, and Magic
8 min read
Apr
09, 2024
TRNO: Q1 2024 Operating Results, Target Reaffirmed
2 min read
