Aug
12, 2024
VICI Properties Q2 2024 Update
2 min read
Free
Aug
08, 2024
Realty Income Q2 2024: Acquisitions Fuel Growth
4 min read
Aug
05, 2024
WPC Q2 2024: Thoroughly Re-Rated
3 min read
Aug
02, 2024
Trade Alert 2024-08-02
2 min read
Jul
31, 2024
Portfolio Update - August: Rates Drop, REITs Soar
11 min read
Jul
31, 2024
AMT Q2 2024: The Crowd Goes Wild
8 min read
Jul
28, 2024
Digital Realty: Priced for Excellence, Built of Mediocrity
5 min read
Jul
24, 2024
ADC Q2 2024 Update & NAV Model
11 min read
Jul
23, 2024
Alexandria Real Estate Q2 2024 Update
5 min read
Jul
22, 2024
REXR and PLD Update Q2 2024
8 min read
Jul
16, 2024
Demolishing an Awful Article on AGNC
6 min read
Jul
16, 2024
Portfolio Update - July: Rates Finally Falling
15 min read
Jun
28, 2024
Inviting reader questions on Agree Realty
1 min read
Jun
26, 2024
VICI Price Target Updates and NAV Model
6 min read
Jun
24, 2024
The Big Update on GLPI & Returns Comparison to O and VICI
12 min read
Jun
16, 2024
Cell Tower Target Updates and CCI’s Great Announcement
8 min read
Jun
12, 2024
Realty Income FAQ
8 min read
Jun
11, 2024
What Do You Want To Know About Realty Income?
2 min read
Jun
04, 2024
Portfolio Update - June: Preferred Shares Rocking Year-to-date
14 min read
May
17, 2024
WPC Q1 2024 Update & Forward Growth Projections
9 min read
May
16, 2024
The 67 Page Guide To Investing In Preferred Shares
53 min read
May
15, 2024
Portfolio Update - May: Anything Beats April
13 min read
May
07, 2024
O & MAA Q1 2024 Update
6 min read
May
02, 2024
Crown Castle: Give Boots Capital The Boot - Proxy Voting Guide
9 min read
Apr
24, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Golub Capital BDC’s Performance For Calendar Q1 2024
5 min read
Apr
23, 2024
Equity Lifestyle Dips on Higher Guidance
2 min read
Apr
22, 2024
Alexandria Shines With Q1 Beat
3 min read
Apr
22, 2024
Portfolio Update - April: Mild March Meets Wild April
9 min read
Apr
19, 2024
CCI Brief Update For Q1 2024
2 min read
Apr
17, 2024
REXR & PLD Combined Quick Update
2 min read
Apr
17, 2024
Prologis Plunging: Quick Notes
2 min read
Apr
16, 2024
A Few Quick Notes on Inflation
6 min read
Apr
15, 2024
Trade Alert By Scott Kennedy 4/15/2024
1 min read
Apr
10, 2024
Digital Realty: Soaring Price, Stagnating Fundamentals, and Magic
8 min read
Apr
09, 2024
TRNO: Q1 2024 Operating Results, Target Reaffirmed
2 min read
Apr
08, 2024
Apartment REITs Surge on Blackstone Buyout of AIRC
2 min read
Apr
01, 2024
AVB Seeks the Sunbelt, ESS Anchors the West
5 min read
Mar
30, 2024
A quick note regarding weekly book value and net asset value estimates
1 min read
Mar
11, 2024
Portfolio Update - March: Finding Yield with Defensive Focus
12 min read
Feb
28, 2024
American Tower's Q4 2023 Update
4 min read
Feb
26, 2024
SBAC Q4 2023 Update
5 min read
Feb
25, 2024
2 Recent Trades for Scott
1 min read
Feb
21, 2024
Is Alexandria Real Estate Hiding Interest Expense?
5 min read
Feb
15, 2024
Two New Baby Bonds Under Coverage: MFAN and PMTU
1 min read
Feb
13, 2024
Trade Alert
4 min read
Feb
12, 2024
Portfolio Update - February: Alpha to Start The Year
16 min read
Feb
07, 2024
Rexford Deletes Information, Angers Analysts, TRNO Keeps Rolling
4 min read
Feb
07, 2024
Scott Kennedy’s mREIT And BDC Earnings Series: Assessing Rithm Capital’s And Ares Capital’s Performance For Q4 2023
23 min read
Feb
06, 2024
Jerome Powell and the Oh Noes Nonfarm Payroll Report
8 min read
Feb
02, 2024
ELS Q4 2023: Equity Lifestyle continues steady growth despite accounting change
4 min read
