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Trade Alert By Scott Kennedy 6/14/2024

Realty Income FAQ

What Do You Want To Know About Realty Income?

The Much Awaited Report on Americold

Trade Alert By Scott Kennedy 6/11/2024

Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 1 (Post Q1 2024 Earnings)

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/09/2024

Trade Alert 2024-06-07

Trade Alert By Scott Kennedy 6/6/2024

Trade Alert 2024-06-05

Portfolio Update - June: Preferred Shares Rocking Year-to-date

Quick Note on MFA-B and NYMTZ

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/02/2024

Trade Alert By Scott Kennedy 5/31/2024

Adding CIMN To Coverage

Scott Kennedy’s BDC Series: Ares Capital’s NAV, Valuation, And Dividend Versus 13 BDC Peers – Part 1 (Post Q1 2024 Earnings)

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: PennantPark Floating Rate’s And MidCap Financial’s Performance For Q1 2024

Scott Kennedy’s BDC Earnings Series: Gladstone Investment’s Performance For Q1 2024

Scott Kennedy’s BDC Earnings Series: FS KKR Capital’s And Capital Southwest’s Performance For Q1 2024

Scott Kennedy’s mREIT Earnings Series: Assessing Ares Commercial Real Estate’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

Trade Alert Correction

Trade Alert

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: Ellington Financial’s And Chimera Investment’s Performance For Q1 2024

CPT Q1 2024 Update

Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Ready Capital’s And SLR Investment’s Performance For Q1 2024

Scott Kennedy’s mREIT Earnings Series: Assessing Granite Point Mortgage’s Performance For Q1 2024

O & MAA Q1 2024 Update

Scott Kennedy’s mREIT + BDC Earnings Series: MFA Financial’s And Cherry Hill 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

Scott Kennedy’s mREIT + BDC Earnings Series: Assessing AG Mortgage Investment’s And TriplePoint Venture Growth’s Performance For Q1 2024

Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Blackrock TCP Capital’s And New York Mortgage’s Performance For Q1 2024

Crown Castle: Give Boots Capital The Boot - Proxy Voting Guide

Scott Kennedy’s BDC Earnings Series: Assessing Ares Capital’s And Sixth Street Specialty Lending’s Performance For Q1 2024

AMT Q1 2024 Comes With A Beat and Raise

Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Rithm Capital’s And Oaktree Specialty Lending’s Performance For Q1 2024

SUI Q1 2024 and Pending Trade Alert (Updated with Trade Alert)

Scott Kennedy’s mREIT Earnings Series: Assessing Franklin BSP Realty’s And Two Harbor’s Performance For Q1 2024

SBAC Q1 2024 Update

Preferred Share Target Updates & Quick Note on Prologis

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 04/28/2024

Trade Alert

Scott Kennedy’s mREIT Earnings Series: Assessing PennyMac Mortgage’s And ARMOUR Residential’s Performance For Q1 2024

Scott Kennedy’s mREIT Earnings Series: Assessing Blackstone Mortgage’s And Annaly Capital’s Performance For Q1 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

Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s And AGNC Investment’s Performance For Q1 2024

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

CCI Brief Update For Q1 2024

Trade Alert 4/18/2024

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

Scott Kennedy's mREIT Earnings Series: Assessing Orchid Island’s Performance For Q1 2024 (Slight Outperformance)

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

Ares Capital’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 2 (Includes Cal Q2 2024/Next Series Of Dividend Projections For All Covered Peers) By Scott Kennedy

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

Tower REIT Target Updates

Reviewing Our Latest 9% Yielding Baby Bond Purchases

AMT: What is happening to American Tower’s Dividend?

Preferred Share Market Failure Live Today

Trade Alert 2024-03-19

Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 1 (Post Q4 2023 Earnings) By Scott Kennedy

Trade Alert 2024-03-18

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

Ares Capital’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 1 (Post Q4 2023 Earnings) 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

Trade Alert 2024-03-06

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

Trade Alert

Ellington Financial’s Q4 2023 Update by Scott Kennedy

SBAC Q4 2023 Update

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/25/2024

2 Recent Trades for Scott

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

Scott Kennedy’s mREIT Earnings Series: Assessing AG Mortgage Investment Trust’s And MFA Financial’s Performance For Q4 2023

Scott Kennedy’s mREIT And BDC Earnings Series: Assessing New York Mortgage Trust’s And Blue Owl Capital’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

Scott Kennedy’s BDC Earnings Series: Assessing Sixth Street Specialty Lending’s Performance For Q4 2023

Scott Kennedy’s mREIT Earnings Series: Assessing Chimera Investment’s And Franklin BSP Realty Trust’s Performance For Q4 2023

Two New Baby Bonds Under Coverage: MFAN and PMTU

Scott Kennedy’s mREIT Earnings Series: Assessing Blackstone Mortgage Trust’s And Granite Point Mortgage Trust’s Performance For Q4 2023

Trade Alert

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

Scott Kennedy’s mREIT And BDC Earnings Series: Assessing Annaly Capital’s And PennantPark Floating Rate Capital’s Performance For Q4 2023

Rexford Deletes Information, Angers Analysts, TRNO Keeps Rolling

Scott Kennedy’s mREIT And BDC Earnings Series: Assessing Rithm Capital’s And Ares Capital’s Performance For Q4 2023

Scott Kennedy’s BDC And mREIT Earnings Series: Assessing Oaktree Specialty Lending’s And PennyMac Mortgage’s Performance For Q4 2023

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

Trade Alert

Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s And Two Harbors Investment’s Performance For Q4 2023

New Trade for Scott Kennedy

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/28/2024

CCI: Q4 2023 Update

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

TRNO: Brief Update

Apartment REIT Vacancy Rising

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/07/2024

Exposing Our Mortgage REIT Record

Brief Notes on Baby Bonds and Preferred Shares

Portfolio Update - January: Another Winning Year Complete