Sitemap - 2023 - The REIT Forum
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/31/2023
Reviewing Scott's Final Trade for 2023
Industrial REIT Target Updates & Sector Update
Free Upcoming Article on AGNC + Sector Charts
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/24/2023
A Duel Between SACH & FBRT: Analysis At It's Best
CCI Update: Another win for shareholders
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/17/2023
AAIC Baby Bond Delisting, Dividend Cuts, Scott's Latest Trade, & Foreshadowing a Potential Trade
Preferred Share Target Updates: A Few Risk Rating Corrections
Preferred Share Target Updates
Scott Closes Out Another Position for a 33.9% Gain
Portfolio Update - December: Alpha Breaks 11%
Scott Increases His New Position
ARCC Q3 2023 Updates And Comparison Article By Scott Kennedy
12% Yield Or Greater Plus Upside
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/10/2023
Breaking: CCI's CEO Announces Abrupt Retirement! (Free)
Blackstone Mortgage Trust and the Muddy Waters Bear Attack
Guest Post by Yield Hunting (Alpha Gen Capital): December 2023 Newsletter | 'A November to Remember'
RITM Q3 2023 Updates And Comparison Article By Scott Kennedy
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/03/2023
CCI: Activist Update and Potential Changes
Tower REIT Update: Two Minor Corrections
13% Dividend Yield and 12% Upside
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/26/2023 - Brief Update
DX-C vs. AGNC Preferred shares
MFIC Q3 2023 Updates By Scott Kennedy
TCPC Q3 2023 Updates By Scott Kennedy
Update: Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/19/2023
PSEC Q3 2023 Updates By Scott Kennedy
PMT: Before The Market Catches On: Free Release
OBDC Q3 2023 Updates By Scott Kennedy
PFLT Q3 2023 Updates By Scott Kennedy
TWO Preferred Share Update: Free Release
OCSL Q3 2023 Updates By Scott Kennedy
AAIC Q3 2023 Updates By Scott Kennedy
CHMI & IVR Q3 2023 Updates By Scott Kennedy
EFC Q3 2023 Updates By Scott Kennedy
MITT Q3 2023 Updates By Scott Kennedy
SLRC & MFA Q3 2023 Updates By Scott Kennedy
Inflation Down, Rates Down, REITs Up
RC & GPMT Q3 2023 Updates By Scott Kennedy
FSK Q3 2023 Updates By Scott Kennedy
GAIN Q3 2023 Updates By Scott Kennedy
CIM & ACRE Q3 2023 Updates By Scott Kennedy
TSLX & TPVG Q3 2023 Updates By Scott Kennedy
Update: Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/12/2023
Portfolio Update - November: A Brief Glimpse of Lower Rates
NYMT Q3 2023 Updates by Scott Kennedy
Why Did Book Values Surge? Easy Mortgage REIT Guide to Tightening.
All Housing REIT Target Updates
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/05/2023
PMT, AGNC, TWO, and CSWC Q3 2023 Updates by Scott Kennedy
Realty Income Buys Spirit Realty Capital: Math Ensues
AMT: Q3 2023 Beat And Raise, Yet Again
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/29/2023
BXMT, NLY, RITM, and ARR Q3 2023 Updates by Scott Kennedy
Invite your friends to read The REIT Forum
SUI: Q3 2023 Update. Strong Quarter, Guidance Up and Guidance Down?
REXR: Q3 2023 Guidance Up, Market Rent Down
DX: Q3 2023 Update by Scott Kennedy
ARE: Q3 2023 Looks Pretty Good So Far
AGNC Preannounced Huge BV Loss, As We Predicted
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/22/2023
ORC, MAIN, and GBDC Q3 2023 Updates by Scott Kennedy
CCI: Q3 2023 The Real Numbers Behind Guidance
Chill Time For Agency Mortgage REITs & Fixed-Rate Preferreds
PLD: Q3 2023 & The Global Industrial Outlook
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/15/2023
Preferred Share Ideas + Notes on Current Environment
Portfolio Update - October: Those Huge Preferred Yields
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/08/2023
PMT: Before The Market Catches On
Net Lease Updates: Treasuries Driving Net Lease Lower
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/01/2023
Update on CIM-B: Floating Rate Confirmed, Target Updates, Alternatives
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/24/2023
Tower REIT Notes from CCI’s Latest Conferences
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/17/2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/10/2023
Portfolio Update - September: Market Stumbles, Alpha Improves
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/03/2023
Preferred Share Risk Rating and Target Updates
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/27/2023
Full Details on NLY-F, AGNCN, IVR-B, IVR-C, CIM-B, TWO-A, TWO-B, TWO-C
Preferred Share LIBOR Risk Updates: NLY-F, AGNCN, IVR-B, IVR-C, CIM-B, TWO-A, TWO-B, TWO-C
Which Preferred Shares Are Safe From The LIBOR Stunt?
How PennyMac Mortgage Tried to Screw Preferred Shareholders
O: Q2 2023 Update for Realty Income
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/20/2023
WPC: Q2 2023 Update & Some Net Lease Lessons
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/13/2023
Subscriber Preview: Another Article About Medical Property Trust's Dividend
AVB: Q2 2023 Rent Keeps Running Higher
ESS: Q2 2023 Guidance Up, Setting Up A Q3 Beat
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/06/2023
CPT: Q2 2023 Solid performance, As Expected
Portfolio Update - August: A Wild Summer Already + Extra Preferred Share Commentary
SBAC: Q2 2023. Back-to-Back 10s.
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/30/2023
RITM Buys Out SCU, Q2 Early Earnings, Potential Trades
CCI: Q2 2023. Concerns Priced In
PLD: Prologis Raises Almost Everything But The Price + REXR Preview
Tower REITs, Carriers, And Lead-Sheathed Cables
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/14/2023
Unveiling Annaly Capital Management: A Stock for Traders or Investors?
Negative Real Yields: The Standard For Two Decades
Portfolio Update - July: Celebrating The Launch of Our Service
ARE: Recent Asset Sales Demonstrate Prudent Management
ARE: Rejecting The Office REIT Comparison
Industrial REITs: What Happened To REXR?
AGNC Preferred Share Absurdity, Yet Again (Hurray)
Sun Communities: Out Of Favor, Still Exceptional
What's Wrong With the 9% Yield From RC-E?
How About Those NLY Preferred Shares?
A Clear Pricing Failure: NYMTL vs. NYMTN
Trade Alert: AGNCO, AGNCP, CSWC, MFA-C
ARE: Alexandria Is On The Discount Rack