REITs Lead Quarter-End Rally

09:00am, Sunday, 02'nd Jul 2023
U.S. equity markets closed-out a volatile first-half at their highest-levels of the year as investors cheered data showing continued resilience in economic activity alongside further signs of cooling
One REIT slashed its dividend by more than 40%. We warned readers in advance, so it's no big deal. We found another opportunity where investors can improve their cash flow. What's better than a higher

State Of REITs: Distress Brings Opportunity

09:00am, Thursday, 01'st Jun 2023
Rates Up, REITs Down? Whether fundamentally justified or not, commercial and residential real estate markets continue to bear the brunt of the Federal Reserve's historically swift monetary tightening
Markets are racing higher as the earnings season turned out much better than expected. Sector rotation into tech stocks has led to a surge in big-tech with Nvidia clearly leading the pack.
A brief review of some of the positions we like at the moment. Yields ranging from 5% to 10+% in relation to embedded risks.

9% Dividend Yields Or Higher At Big Discounts

05:59pm, Wednesday, 17'th May 2023
Most of these picks are starting at dividend yields around 9%. A few are set to increase significantly. The company doesn't get to simply decide on a lower dividend rate. The floating rates are set by

Inflation Cools, But Nobody Believes It

09:00am, Sunday, 14'th May 2023
U.S. equity markets finished lower for a second-straight week as data showing an encouraging cooldown of inflationary pressures was offset by ongoing regional bank instability and an unresolved debt c
We take a look at the action in preferreds and baby bonds through the last week of April and highlight some of the key themes we are watching. Preferreds gained over April as risk sentiment turned pos
Evaluating Risk / Reward In 8-10%-Yielding Agency mREIT Preferreds.
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