Sitemap - 2024 - The REIT Forum
Scott Kennedy’s mREIT Earnings Series: Assessing ARMOUR Residential’s Performance For Q2 2024
Scott Kennedy’s mREIT Earnings Series: Assessing PennyMac Mortgage’s Performance For Q2 2024
ADC Q2 2024 Update & NAV Model
Trade Alert By Scott Kennedy 07/24/2024
Alexandria Real Estate Q2 2024 Update
Scott Kennedy’s BDC Earnings Series: Assessing Main Street’s Performance For Q2 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/21/2024
Trade Alert By Scott Kennedy 07/19/2024
CCI Q2 2024 Earnings Update and Corrected Link for Member Poll
Member Poll: Q2 2024 Equity REIT Earnings Update Priority
Demolishing an Awful Article on AGNC
Portfolio Update - July: Rates Finally Falling
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/14/2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/14/2024 (Full Article)
Scott Kennedy’s mREIT Earnings Series: Assessing Orchid Island’s Performance For Q2 2024
Preferred Share and Baby Bond Target Updates
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/30/2024
Inviting reader questions on Agree Realty
VICI Price Target Updates and NAV Model
Trade Alert By Scott Kennedy 06/26/2024
The Big Update on GLPI & Returns Comparison to O and VICI
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/23/2024
Comparative Analysis Of Blackstone Secured Lending Vs. Trinity Capital Regarding New BDC Coverage
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/16/2024
Cell Tower Target Updates and CCI’s Great Announcement
Trade Alert By Scott Kennedy 6/14/2024
What Do You Want To Know About Realty Income?
The Much Awaited Report on Americold
Trade Alert By Scott Kennedy 6/11/2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/09/2024
Trade Alert By Scott Kennedy 6/6/2024
Portfolio Update - June: Preferred Shares Rocking Year-to-date
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/02/2024
Trade Alert By Scott Kennedy 5/31/2024
New Baby Bonds (9%+ Yields) in Spreadsheet: Targets for MFAO
Scott Kennedy’s mREIT Earnings Series: Assessing Invesco Mortgage’s Performance For Q1 2024
Scott Kennedy’s BDC Earnings Series: Gladstone Investment’s Performance For Q1 2024
Trade Alert By Scott Kennedy 5/20/2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 05/19/2024
WPC Q1 2024 Update & Forward Growth Projections
The 67 Page Guide To Investing In Preferred Shares
Portfolio Update - May: Anything Beats April
Scott Kennedy’s BDC Earnings Series: Assessing Blue Owl Capital’s Performance For Q1 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 05/12/2024
Scott Kennedy’s mREIT Earnings Series: Assessing Granite Point Mortgage’s Performance For Q1 2024
Trade Alert By Scott Kennedy 5/6/2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 05/05/2024
Crown Castle: Give Boots Capital The Boot - Proxy Voting Guide
AMT Q1 2024 Comes With A Beat and Raise
SUI Q1 2024 and Pending Trade Alert (Updated with Trade Alert)
Preferred Share Target Updates & Quick Note on Prologis
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/28/2024
Agree Realty Starts 2024 Strong
Scott Kennedy’s BDC Earnings Series: Assessing Golub Capital BDC’s Performance For Calendar Q1 2024
Equity Lifestyle Dips on Higher Guidance
Alexandria Shines With Q1 Beat
Portfolio Update - April: Mild March Meets Wild April
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/21/2024
REXR & PLD Combined Quick Update
Prologis Plunging: Quick Notes
Scott Kennedy’s BDC Earnings Series: Assessing Main Street’s Performance For Q1 2024
Preferred Share Target Updates and Alternatives
A Few Quick Notes on Inflation
Trade Alert By Scott Kennedy 4/15/2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/14/2024
Digital Realty: Soaring Price, Stagnating Fundamentals, and Magic
TRNO: Q1 2024 Operating Results, Target Reaffirmed
Rexford’s Recent Issuance and Acquisitions
Apartment REITs Surge on Blackstone Buyout of AIRC
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/07/2024
Hindenburg Shorted EQIX. Was He Right?
Mortgage REIT Sector Evaluation and Comparison By Scott Kennedy
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/31/2024
AVB Seeks the Sunbelt, ESS Anchors the West
A quick note regarding weekly book value and net asset value estimates
Trade Alert By Scott Kennedy 3/28/2024
TRNO and REXR Stock Offerings: Everything You Need to Know (Includes A Target Update)
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/24/2024
Reviewing Our Latest 9% Yielding Baby Bond Purchases
AMT: What is happening to American Tower’s Dividend?
Preferred Share Market Failure Live Today
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/17/2024
New Trade Alert from Scott Kennedy
Turning Obsolete Malls and Offices Into Housing
Mid-America Apartment Communities Q4 2023 Update
Cherry Hill Mortgage Investment’s Q4 2023 Updates By Scott Kennedy
Portfolio Update - March: Finding Yield with Defensive Focus
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/10/2024
Camden Property Trust Q4 2023 Update
Updated Charts For Mortgage REITs and BDCs
Triplepoint Venture Growth’s Q4 2023 Updates By Scott Kennedy
Sun Communities Q4 2023 Update
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/03/2024
Preferred Share Target Updates and Potential Trades
Blackrock TCP Capital’s Q4 2023 Update By Scott Kennedy
FS KKR Capital And MidCap Financial Investment’s Q4 2023 Updates By Scott Kennedy
American Tower's Q4 2023 Update
Ready Capital & SLR Investment’s Q4 2023 Update By Scott Kennedy
Ellington Financial’s Q4 2023 Update by Scott Kennedy
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/25/2024
Scott Kennedy’s mREIT Earnings Series: Assessing Invesco Mortgage Capital’s Performance For Q4 2023
Scott Kennedy’s mREIT Earnings Series: Assessing Ares Commercial’s Performance For Q4 2023
Is Alexandria Real Estate Hiding Interest Expense?
Scott Kennedy’s mREIT Earnings Series: Assessing ARMOUR Residential REIT’s Performance For Q4 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/18/2024
Two New Baby Bonds Under Coverage: MFAN and PMTU
Portfolio Update - February: Alpha to Start The Year
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/11/2024
Scott Kennedy’s BDC Earnings Series: Assessing Prospect Capital’s Performance For Calendar Q4 2023
Rexford Deletes Information, Angers Analysts, TRNO Keeps Rolling
Trade Alert X2 and Rating Update
Scott Kennedy’s BDC Earnings Series: Assessing Gladstone Investment’s Performance For Q4 2023
Jerome Powell and the Oh Noes Nonfarm Payroll Report
Scott's Latest Trade Adds to A Big Position
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/04/2024
ELS Q4 2023: Equity Lifestyle continues steady growth despite accounting change
Scott Kennedy’s BDC Earnings Series: Assessing Capital Southwest’s Performance For Q4 2023
ARE: Q4 2023 Diving into Alexandria's New Guidance
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/28/2024
Scott Kennedy’s mREIT Earnings Series: Assessing AGNC Investment’s Performance For Q4 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/21/2024
PLD: Q4 2023 Solid Quarter, Strong Growth Continues, Expect Vacancy to Spike in 2024
Scott Kennedy’s BDC Earnings Series: Assessing Golub Capital BDC’s Performance For Q4 2023
Scott Kennedy’s BDC Earnings Series: Assessing Main Street Capital’s Performance For Q4 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/14/2024
Easy Preferred Share Swap: EFC-B vs EFC-C
Scott Kennedy’s mREIT Earnings Series: Assessing Orchid Island Capital’s Performance For Q4 2023
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/07/2024
Exposing Our Mortgage REIT Record