Zortix
Sign in
NLYAGNCPFSIRITMBULLISHSubstantive discussion · 3/5

High-yield mortgage REITs offer essential inflation defense

The speaker presented mortgage REITs and non-bank preferreds as superior income vehicles during inflationary periods where short-term Treasury bills offer negative real returns.

Sign in to read the full idea

The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day — no card required.

NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
NLY: High-yield mortgage REITs offer essential inflation defense · Zortix