Articles

Ticker Title Date
KREF KKR Real Estate Finance Trust - Commercial Mortgage REIT Sector 2026-06-29
TWO Two Harbors Investment Corp. - A Mortgage REIT at a Crossroads 2026-06-29
REXR Rexford Industrial Realty, Inc. - Strategic Capital Optimization and Structural Arbitrage 2026-06-24
VICI VICI’s Portfolio Diversification 2026-06-21
CLDT Chatham Lodging Trust - Where Occupancy, Fed Policy, and Dilution Shape the Dividend Story 2026-06-20
OBDC Blue Owl Capital Corp (OBDC) - A Fortress-Like BDC Yielding 9.5% With A Dividend Built To Last 2026-06-20
TRIN Trinity Capital Inc. - A Premium BDC That Continues to Earn Its Premium 2026-06-18
RITM Rithm Capital - A Diversified mREIT Trading at a Deep Discount With a Well-Covered 10% Yield 2026-06-17
STWD Starwood Property Trust: A High-Yield mREIT Positioned for the Next Credit Cycle 2026-06-17
ARI Apollo Commercial Real Estate Finance - This Is No Longer A Traditional Mortgage REIT Investment 2026-06-15
ACRE Ares Commercial Real Estate - Deep Value Or Dividend Trap? 2026-06-14
MAIN Main Street Capital - Still The Gold Standard In The BDC Sector 2026-06-14
O Realty Income - Premium Valuation, Premium Quality 2026-06-14
EQR AvalonBay Communities and Equity Residential Announce Merger 2026-06-13
IVR Invesco Mortgage Capital - caution amid macroeconomic uncertainty 2026-06-13
CIM Chimera Investment - inherent risks of the mREIT sector 2026-06-13
WPC W. P. Carey - premium valuation relative to its historical averages 2026-06-13
DX Dynex Capital - ability to navigate the current environment 2026-06-13
NLY Annaly Capital Management - Yield Temptation Meets a Painful Price History - Is This 13% Payout Rebuilt to Last? 2026-06-10
ARCC Ares Capital - The Credit Machine - Can the 9% Yield Survive a Fed Pivot 2026-06-10
ORC Orchid Island Capital - Navigating the Rate Cycle - Is This 16% Yield a Lifeline or a Trap? 2026-06-10
O Realty Income - Fortress Balance Sheet Meets Fed Crosscurrents 2026-06-10
HTGC Hercules Capital: Operational Excellence vs. Narrative Headwinds 2026-05-13
FRT Federal Realty Q1 2026: Dividend King Defies High Rates with Record Leasing Spreads 2026-05-13
MPT Medical Properties Trust Q1 2026: The Turnaround Takes Shape as Profits Return 2026-05-13
O Realty Income Corporation Q1 2026 Performance Evaluation and Strategic Outlook 2026-05-13
FSK FS KKR Capital Corp Q1 2026 Earnings - Dividend cut with big discount on price 2026-05-13
GAIN Gladstone Investment Corporation - Q1 2026 results Analysis 2026-05-13
SPG Simon Property Group - Q1 2026 Equity Analysis 2026-05-11
SLRC SLR Investment Corp: Navigating A 24% Dividend Cut And A Defensive Pivot 2026-05-11
HRZN Horizon Technology Finance Corp - Q1 2026 Analysis 2026-05-11
CGBD Carlyle Secured Lending Q1 2026 Earnings - A Cautious Dividend Reset, but the Discount Still Compells 2026-05-11
BXSL Blackstone Secured Lending Fund - Q1 2026 Equity Analysis 2026-05-09
STWD Starwood Property Trust, Inc. - Q1 2026 Equity Analysis 2026-05-08
ABR Arbor Realty Trust, Inc. - Q1 2026 Equity Analysis 2026-05-08
PSEC Prospect Capital: A 19% Yield Trapped In A Downward Spiral 2026-05-08
TCPC BlackRock TCP Capital - Q1 2026 Analysis 2026-05-07
CION Cion Investment Corporation - Q1 2026 Analysis 2026-05-07
MFIC MidCap Financial Investment Corporation: Q1 2026 Financial Performance and Portfolio Dynamics 2026-05-07
TRIN Trinity Capital Inc. (NASDAQ: TRIN) – Q1 2026 Financial Review and Strategic Outlook 2026-05-06
DX Dynex Capital: A 15% Yield Paid From Capital, Not Earnings 2026-05-04
PFLT PennantPark Floating Rate Capital: A 14% Yield On Borrowed Time 2026-05-04
IRM Iron Mountain Q1 2026: AI Data Center Surge Drives Best Organic Growth in 25 Years 2026-04-30
KIM Kimco Realty Q1 2026: Record Leasing Pipeline Defies Hawkish Fed and Inflationary Spikes 2026-04-30
NNN NNN REIT Q1 2026: Rock-Solid Execution Triggers Guidance Raise Amid Macro Noise 2026-04-30
VICI VICI Properties: Q1 2026 Earnings Analysis 2026-04-29
DX Dynex Capital: Navigating the Dichotomy of Scaling and Volatility in Q1 2026 2026-04-25
NLY Annaly Capital Management Analysis of Q1 2026 Financial Performance and Strategic Rebalancing 2026-04-25
AGNC AGNC Investment Corp Q1 2026 Results Navigating Geopolitical Volatility and Expanding Net Interest Spreads 2026-04-25
REXR A Comparative Analysis of Rexford Industrial Realty Q1 2026 and Q4 2025 Performance 2026-04-25
ADC Agree Realty Corporation A Comprehensive Analysis of Q1 2026 Performance and Strategic Evolution Relative to FY 2025 2026-04-25
ARI Apollo Commercial Real Estate Finance - Strengthens Balance Sheet Through Strategic Portfolio Sale 2026-04-25
RITM Is RITM Undervalued? Is It Time to Buy? 2026-04-02