Zortix
Sign in
NLYAGNCPMTRITMBULLISHIn depth · 4/5

High retail yield demand pushes mortgage REITs above book value

Strong investor demand for income has pushed mortgage REITs like Annaly and AGNC above historical book-value multiples despite late-cycle economic risk.

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 retail yield demand pushes mortgage REITs above book value · Zortix