Jan 22, 2024 18 min read Newsletter Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/21/2024 Price to book ratios, dividend projections, and earnings forecasts for mortgage REITs and BDCs. This post is for paying subscribers only Subscribe now Already have an account? Sign in
Sep 05 Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 1 (Post Q2 2024 Earnings) 29 min read
Aug 26 Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 1 (Post Q2 2024 Earnings) 23 min read
Aug 25 Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/25/2024 and A Special Ghost Update 14 min read