Feb
18, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/18/2024
19 min read
Feb
17, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Sixth Street Specialty Lending’s Performance For Q4 2023
13 min read
Feb
17, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Chimera Investment’s And Franklin BSP Realty Trust’s Performance For Q4 2023
21 min read
Feb
15, 2024
Two New Baby Bonds Under Coverage: MFAN and PMTU
1 min read
Feb
15, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Blackstone Mortgage Trust’s And Granite Point Mortgage Trust’s Performance For Q4 2023
21 min read
Feb
13, 2024
Trade Alert
4 min read
Feb
12, 2024
Portfolio Update - February: Alpha to Start The Year
16 min read
Feb
11, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/11/2024
18 min read
Feb
10, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Prospect Capital’s Performance For Calendar Q4 2023
16 min read
Feb
09, 2024
Scott Kennedy’s mREIT And BDC Earnings Series: Assessing Annaly Capital’s And PennantPark Floating Rate Capital’s Performance For Q4 2023
19 min read
Feb
07, 2024
Rexford Deletes Information, Angers Analysts, TRNO Keeps Rolling
4 min read
Feb
07, 2024
Scott Kennedy’s mREIT And BDC Earnings Series: Assessing Rithm Capital’s And Ares Capital’s Performance For Q4 2023
23 min read
Feb
07, 2024
Scott Kennedy’s BDC And mREIT Earnings Series: Assessing Oaktree Specialty Lending’s And PennyMac Mortgage’s Performance For Q4 2023
21 min read
Feb
07, 2024
Trade Alert X2 and Rating Update
3 min read
Feb
07, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Gladstone Investment’s Performance For Q4 2023
13 min read
Feb
06, 2024
Jerome Powell and the Oh Noes Nonfarm Payroll Report
8 min read
Feb
05, 2024
Scott's Latest Trade Adds to A Big Position
1 min read
Feb
04, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/04/2024
19 min read
Feb
02, 2024
ELS Q4 2023: Equity Lifestyle continues steady growth despite accounting change
4 min read
Jan
31, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Capital Southwest’s Performance For Q4 2023
15 min read
Jan
30, 2024
ARE: Q4 2023 Diving into Alexandria's New Guidance
5 min read
Jan
30, 2024
Trade Alert
3 min read
Jan
30, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s And Two Harbors Investment’s Performance For Q4 2023
22 min read
Jan
29, 2024
New Trade for Scott Kennedy
1 min read
Jan
28, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/28/2024
18 min read
