Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 05/12/2024

Hi subscribers.

We aim to retain the same layout from week to week. 

Weekly Notes From Colorado Wealth Management Fund

Positions: No trades for me over the last week. Looking at the preferred shares for potential adjustments in our positions. I’ll provide some more specific commentary soon.

Commentary: Rates were roughly flat on the week before bumping a li…