Companies covered: Capital Southwest Corporation (NASDAQ:CSWC), CorEnergy Infrastructure Trust, Inc. (NYSE:CORR), TICC Capital Corp. (NASDAQ:TICC), TPG Specialty Lending, Inc. (NYSE:TSLX), American Capital, Ltd. (NASDAQ:ACAS), Fifth Street Finance Corp. (NYSE:FSCE), Golub Capital BDC, Inc. (NASDAQ:GBDC), Hercules Technology Growth Capital, Inc. (NYSE:HTGC), Alcentra Capital Corp. (NASDAQ:ABDC), Triangle Capital Corporation (NYSE:TCAP), BlackRock, Inc. (NYSE:BLK), TCP Capital Corp. (NASDAQ:TCPC), Ares Capital Corporation (NASDAQ:ARCC), Solar Capital Ltd. (NASDAQ:SLRC), THL Credit, Inc. (NASDAQ:TCRD), Apollo Investment Corporation (NASDAQ:AINV), PennantPark Investment Corporation (NASDAQ:PNNT), Medley Capital Corporation (NYSE:MCC), Prospect Capital Corporation (NASDAQ:PSEC), PennantPark Floating Rate Capital Ltd. (NASDAQ:PFLT), Garrison Capital Inc. (NASDAQ:GARS), Apollo Investment Corporation (NYSE:AIY), Main Street Capital Corporation (NYSE:MAIN), Ares Management L.P. (NYSE:ARES), Hercules Technology Growth Capital, Inc. (NYSE:HTGX), Voya Financial, Inc. (NYSE:VOYA), Fifth Street Finance Corp. (NASDAQ:FSC), Capitala Finance Corp. (NASDAQ:CPTA)
Companies covered: Vornado Realty Trust (NYSE:VNO), Federal Realty Investment Trust (NYSE:FRT), Equity Residential (NYSE:EQR), UDR, Inc. (NYSE:UDR), MetLife, Inc. (NYSE:MET), Apartment Investment and Management Company (NYSE:AIV), Equity Commonwealth (NYSE:EQC), The Blackstone Group L.P. (NYSE:BX), Excel Trust, Inc. (NYSE:EXL), Simon Property Group, Inc. (NYSE:SPG), Corrections Corporation of America (NYSE:CXW), Forest City Enterprises Inc (NYSE:FCE/A), Brandywine Realty Trust (NYSE:BDN), Sabra Healthcare REIT, Inc. (NASDAQ:SBRA), Ventas, Inc. (NYSE:VTR), HCP, Inc. (NYSE:HCP), Welltower Inc (NYSE:HCN), Zoned Properties, Inc. (OTCMKTS:ZDPY), Spirit Realty Capital, Inc. (NYSE:SRC), Apple Hospitality REIT, Inc. (NYSE:APLE), Farmland Partners Inc. (NYSE:FPI), New York REIT, Inc. (NYSE:NYRT)
Topics covered: REIT Operational Momentum, REIT Stock Underperformance, REIT Fundamentals, Economic Recovery, Multifamily REITs, Apartment REITs, Interest Rate Uncertainty, REIT Sector Trends
Companies covered: One Liberty Properties, Inc. (NYSE:OLP), Mid-America Apartment Communities, Inc. (NYSE:MAA), Essex Property Trust, Inc. (NYSE:ESS), Equity One, Inc. (NYSE:EQY), Preferred Apartment Communities, Inc. (AMEX:APTS), Independence Realty Trust, Inc. (AMEX:IRT), Bluerock Residential Growth REIT, Inc. (AMEX:BRG), Standard Pacific Corp (NYSE:SPF), Ryland Group, Inc. (The) (NYSE:RYL), Post Properties, Inc. (NYSE:PPS), Lennar Corporation (NYSE:LEN), Home Properties, Inc. (NYSE:HME), Equity Residential (NYSE:EQR), Brookfield Asset Management Inc (NYSE:BAM), AvalonBay Communities, Inc. (NYSE:AVB), Associated Estates Realty Corporation (NYSE:AEC), Farmland Partners Inc. (NYSE:FPI), Ventas, Inc. (NYSE:VTR), Simon Property Group, Inc. (NYSE:SPG), Sears Holdings Corporation (NASDAQ:SHLD), Macerich Company (The) (NYSE:MAC), Health Care REIT, Inc. (NYSE:HCN), HCP, Inc. (NYSE:HCP), Extra Space Storage Inc (NYSE:EXR), Darden Restaurants, Inc. (NYSE:DRI), Acadia Realty Trust (NYSE:AKR), iStar Financial Inc. (NYSE:STAR), RAIT Financial Trust (NYSE:RAS), Northstar Realty Finance Corp. (NYSE:NRF), Arbor Realty Trust (NYSE:ABR), Taubman Centers, Inc. (NYSE:TCO), Parkway Properties, Inc. (NYSE:PKY), Kimco Realty Corporation (NYSE:KIM), Healthcare Realty Trust Incorporated (NYSE:HR), DDR Corp. (NYSE:DDR)
Topics covered: Slowed BDC Portfolio Growth, Macro Impact on BDCs, Stable BDC Fundamentals, Oil Price Impact, Divergence in BDC Types, Importance of Asset Quality, Changing Management Focus, BDC Competition
Companies covered: CIFC Corp. (NASDAQ:CIFC), Ares Capital Corporation (NASDAQ:ARCC), General Electric Company (NYSE:GE), Fifth Street Finance Corp. (NASDAQ:FSC), Triangle Capital Corporation (NYSE:TCAP)
Topics covered: Technology in the Retail Sector, Pharmaceutical Market Opportunities, Reducing Drug Development Risk, Asset-Light Businesses, Acquisitions for Growth, New-Build Construction, Clinical Trials, Diabetic Pharmaceuticals
Companies covered: Biocept, Inc. (NASDAQ:BIOC), Borderfree, Inc. (NASDAQ:BRDR)
