Feb
25, 2025
SBA Communications Q4 2024 Update: The Curious Case of Interest Expense
3 min read
Feb
24, 2025
Shorts Get Burned: SUI’s $5.65B Deal Proves the Bears Wrong
5 min read
Feb
24, 2025
Trade Alert by Scott Kennedy 02/24/2025
Feb
23, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/23/2025, PMTV added to coverage, RC rebuttal
20 min read
Feb
21, 2025
Digital Realty Income Prints Shares to Buy Treasuries
8 min read
Feb
20, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Blue Owl Capital’s Performance For Q4 2024
9 min read
Feb
19, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing MFA Financial’s and New York Mortgage’s Performance For Q4 2024
14 min read
Feb
19, 2025
12% Dividend Yields Are Not Enough
9 min read
Feb
18, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing ARMOUR Residential’s Performance For Q4 2024
6 min read
Feb
17, 2025
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Franklin BSP Realty’s and Sixth Street Specialty Lending’s Performance For Q4 2024
15 min read
Feb
14, 2025
Agree Realty Q4 2024 Earnings Update: Another Solid Quarter
6 min read
Feb
13, 2025
Scott Kennedy’s BDC + mREIT Earnings Series: Assessing Gladstone Investment’s and Granite Point Mortgage’s Performance For Q4 2024
17 min read
Feb
13, 2025
W.P. Carey Q4 2024 Earnings Update: Slightly Better Than Expected
9 min read
Feb
12, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Chimera Investment’s and Blackstone Mortgage’s Performance For Q4 2024
15 min read
Feb
12, 2025
Trade Alert by Scott Kennedy 02/12/2025
1 min read
Feb
12, 2025
Trade Alert 02/12/2025
1 min read
Feb
11, 2025
National Retail Properties Q4 2024 Earnings Update: What Is The Market Smoking?
9 min read
Feb
09, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/09/2025
17 min read
Feb
06, 2025
Scott Kennedy’s mREIT Series: Assessing Rithm Capital’s Performance For Q4 2024
19 min read
Feb
05, 2025
Rexford Q4 2024 Earnings Update
14 min read
Feb
05, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Ares Capital’s Performance For Q4 2024
9 min read
Feb
05, 2025
Q4 2024 Equity REIT Earnings Update Priority - Poll for Members
1 min read
Feb
04, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Oaktree Specialty Lending’s and Golub Capital BDC’s Performance For Calendar Q4 2024
16 min read
Feb
04, 2025
Portfolio Update - February: The Hunt Continues, One Potential Opportunity Catching my Eye
11 min read
Feb
03, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Capital Southwest’s Performance For Calendar Q4 2024
9 min read
