Updated Google Sheets Pages
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/02/2025
Secure REIT Forum Google Sheets Links
Scott Kennedy’s mREIT Earnings Series: Assessing Two Harbor’s and PennyMac Mortgage’s Performance For Q4 2024
PennyMac and the Transcript
Scott Kennedy’s mREIT Earnings Series: Assessing Annaly Capital’s Performance For Q4 2024
Trade Alert 01/28/2024
Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s and AGNC Investment’s Performance For Q4 2024
Alexandria Q4 2024 Update: The Buybacks Begin
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/26/2025
Trade Alert by Scott Kennedy 01/24/2025
Past Time to Take Gains on These Big Yielders (Early Access + Bonus Section)
Prologis Q4 2024 Earnings Update
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/19/2025
Preferred Share Target Updates 2025-01-19
Trade Alert 01/17/2024
Scott Kennedy’s BDC Earnings Series: Assessing Main Street’s Preliminary Results For Q4 2024
Trade Alert By Scott Kennedy 01/15/2025
Baby Bond Target Updates for PMTU, MFAN, MFAO, CIMN, CIMO
Portfolio Update - January: New Year, Higher Rates
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/12/2025
Why Are There Zero Articles Covering PayPal’s New Scandal?
Scott Kennedy’s mREIT Earnings Series: Assessing Orchid Island’s Preliminary Results For Q4 2024
GAIN Baby Bond Target Updates and GAINI Added to Coverage
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/31/2024