May
04, 2024
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing AG Mortgage Investment’s And TriplePoint Venture Growth’s Performance For Q1 2024
12 min read
May
04, 2024
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Blackrock TCP Capital’s And New York Mortgage’s Performance For Q1 2024
12 min read
May
02, 2024
Crown Castle: Give Boots Capital The Boot - Proxy Voting Guide
9 min read
May
02, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Ares Capital’s And Sixth Street Specialty Lending’s Performance For Q1 2024
11 min read
May
01, 2024
AMT Q1 2024 Comes With A Beat and Raise
3 min read
May
01, 2024
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Rithm Capital’s And Oaktree Specialty Lending’s Performance For Q1 2024
13 min read
Apr
30, 2024
SUI Q1 2024 and Pending Trade Alert (Updated with Trade Alert)
7 min read
Apr
30, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Franklin BSP Realty’s And Two Harbor’s Performance For Q1 2024
10 min read
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