Aug
27, 2025
Portfolio Update - August 2025: Subscriber Section Includes Notes on SBAC, REXR
12 min read
Aug
26, 2025
Trade Alert by Scott Kennedy 8/26/2025
Aug
24, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/24/2025
19 min read
Aug
22, 2025
Trade Alert 08/22/2025 - Both Analysts
2 min read
Aug
20, 2025
Target Updates: Apartments and Manufactured Home Parks
11 min read
Aug
17, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/17/2025
17 min read
Aug
15, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Cherry Hill Mortgage’s Performance For Q2 2025
11 min read
Aug
14, 2025
Scott Kennedy’s BDC Earnings Series: Assessing FS KKR Capital’s Performance For Q2 2025
12 min read
Aug
13, 2025
Scott Kennedy’s BDC Earnings Series: Assessing TriplePoint Venture Growth’s and Oaktree Specialty Lending’s Performance For Calendar Q2 2025
18 min read
Aug
12, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Blue Owl Capital’s and Gladstone Investment’s Performance For Calendar Q2 2025
19 min read
Aug
12, 2025
Quick Note on DX-C
3 min read
Aug
11, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Blackstone Secured Lending’s Performance For Q2 2025
8 min read
Aug
11, 2025
Dividend Portfolio Tracker
2 min read
Aug
10, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/10/2025
19 min read
Aug
10, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Ellington Financial’s Performance For Q2 2025
11 min read
Aug
08, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing MFA Financial’s Performance For Q2 2025
11 min read
Aug
08, 2025
Trade Alert 08/08/2025
1 min read
Aug
07, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Ready Capital’s Performance For Q2 2025
15 min read
Aug
06, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Chimera Investment’s Performance For Q2 2025
11 min read
Aug
06, 2025
Realty Income Q2 2025 Earnings Update
4 min read
Aug
05, 2025
Scott Kennedy’s BDC + mREIT Earnings Series: Assessing SLR Investment’s and Granite Point Mortgage’s Performance For Q2 2025
21 min read
Aug
04, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Golub Capital BDC’s Performance For Calendar Q2 2025
9 min read
Aug
04, 2025
SBA Communications Q2 2025 Update: More Buybacks and Leaving Canada
6 min read
Aug
04, 2025
Annaly Capital Management Releases New Preferred Share With 8.9% Dividend Yield
6 min read
Aug
03, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/03/2025
26 min read