Community banks. Specialty-finance platforms. Small-cap depository names trading at single-digit P/Es and below book. The part of the market where boring is alpha, and where the buyback-plus-insider-purchase setup still works.
Clipper Realty leans on Brooklyn residential strength as its 250 Livingston office overhang plays out.
Cannabis moved to Schedule III, a real tailwind for Safe Harbor, which expanded lending. But the company is still sub-scale.
Oxford Square keeps paying monthly distributions as its NAV slid to $1.32 from $1.95 in two quarters.
How the NYC rent-regulation landscape shapes the multifamily investment case.
How business development companies and CLO equity combine to deliver income today.
How tactical strategies try to turn closed-end fund discounts into returns.
Why emerging-market debt is a distinct asset class for income investors.
Quarterly loan-book growth is the only number that matters. Trajectory continues to compound against a specialty-finance valuation.