Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/14/2024
Summary:
No trades last week for Michael VanLoon (CWMF) or Scott Kennedy. Scott is considering a position in BXSL.
Rates have been falling fast in July. The dip appears to be driving a nice rally in REITs this month.
The REIT Forum’s earnings prediction tables have been updated to include our projections for earnings from each REIT and BDC.
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