Mar
20, 2025
Portfolio Update - March: The Latest Portfolio Update
15 min read
Mar
19, 2025
Trade Alert 03/19/2025
2 min read
Mar
18, 2025
15% Dividend Yields at Nosebleed Valuations
10 min read
Mar
17, 2025
Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, and Dividend Versus 17 mREIT Peers – Part 1 (Post Q4 2024 Earnings)
29 min read
Mar
16, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/16/2025
13 min read
Mar
14, 2025
Crown Castle International Q4 2024: Shares Jump 10% on Fiber Sale
4 min read
Mar
14, 2025
The Question Board / Ask Me Anything
3 min read
Mar
12, 2025
Trade Alert by Scott Kennedy 03/07/2025
Mar
10, 2025
Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, and Dividend Versus 11 BDC Peers – Part 1 (Post Q4 2024 Earnings)
22 min read
Mar
09, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/09/2025
14 min read
Mar
07, 2025
Guide: How To Do Better Buybacks Using Ready Capital
10 min read
Mar
07, 2025
Trade Alert by Scott Kennedy 03/07/2025
Mar
06, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Cherry Hill Mortgage’s Performance For Q4 2024
9 min read
Mar
05, 2025
Scott Kennedy’s BDC Earnings Series: Assessing TriplePoint Venture Growth’s Performance For Q4 2024
10 min read
Mar
05, 2025
Preferred Share and Baby Bond Target Updates 03/05/2025
4 min read
Mar
04, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing AG Mortgage Investment’s Performance For Q4 2024
9 min read
Mar
03, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Ready Capital’s Performance For Q4 2024
14 min read
Mar
03, 2025
Trade Alert by Scott Kennedy 03/03/2025
1 min read
Mar
02, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/02/2025
17 min read
Feb
28, 2025
PennyMac and the SmackDown
7 min read
Feb
27, 2025
Scott Kennedy’s mREIT Series: Assessing Ellington Financial’s Performance For Q4 2024 (Upgrade)
8 min read
Feb
26, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Blackstone Secured Lending’s and FS KKR Capital’s Performance For Q4 2024
16 min read
Feb
26, 2025
11 Dividend Yields Over 8%
13 min read
Feb
25, 2025
Scott Kennedy’s BDC Earnings Series: Assessing SLR Investment’s Performance For Q4 2024
8 min read
Feb
25, 2025
Realty Income Q4 2024 Earnings Update: Headwinds Were Already Priced In
3 min read
