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No More Love For One Of These 12% Yielding REITs

Published Tue, 10 Nov 2020 01:43:46 -0500 on Seeking Alpha

Seeking AlphaREITsNo More Love For One Of These 12% Yielding REITsNov. 10, 2020 1:43 AM ET|| Includes: AAIC, AAIC.PB, AAIC.PC, AGNC, AGNCM, AGNCN, AGNCO, AGNCP, AIC, AIW, ANH, ANH.PA, ANH.PB, ANH.PC, ARR, ARR.PC, CHMI, CHMI.PA, CHMI.PB, CIM, CIM.PA, CIM.PB, CIM.PC, CIM.PD, CMO, CMO.PE, DX, DX.PB, DX.PC, EFC, EFC.PA, IVR, IVR.PA, IVR.PB, IVR.PC, MFA, MFA.PB, MFA.PC, MFO, MITT, MITT.PA, MITT.PB, MITT.PC, MORT, NLY, NLY.PD, NLY.PF, NLY.PG, NLY.PI, NRZ, NRZ.PA, NRZ.PB, NRZ.PC, NYMT, NYMTM, NYMTN, NYMTO, NYMTP, ORC, PFF, PMT, PMT.PA, PMT.PB, REM, TWO, TWO.PA, TWO.PB, TWO.PC, TWO.PD, TWO.PE, VNQ, WMCby: Colorado Wealth Management FundColorado Wealth Management Fund The REIT ForumThe #1 REIT Service Measured By Total ReturnsSummaryARR got way too cheap during the pandemic, but the sale is over. Share prices look pretty fair. Neutral outlook on ARR and a few others tossed in.
Investors may love the monthly dividend, but they’ve often misunderstood the REIT. We haven’t. We’ve nailed ratings on both sides for ARR.
Discounts to book value (or NAV) are the start of your mortgage REIT analysis, but not the end.
In this series we’re providing readers with the discounts to trailing book values throughout the sector and a few notes on the current environment.
When we provide an index card for an individual mortgage REIT, it includes our most recent estimate on book values.
This research report was produced by The REIT Forum with assistance from Big Dog Investments.
Following reader feedback, we’ve enhanced the layout for this series. Your continued feedback is greatly appreciated, so please leave a comment with suggestions.
This article will be heavy on charts because we like to communicate with images, rather than words, whenever possible. Likewise, we will use several tables to more efficiently structure the data. Enjoy!
Mortgage REITs and Preferred Shares
We’ve consistently incorporated a significant allocation to preferred shares in our... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
ORCHID ISLAND CAPITAL 5.58   0.0 -0.29 0.96 17.75
CHERRY HILL MORTGAGE INVESTMENT 13.52   0.0 -3.91 1.60 14.40
ANNALY CAPITAL MANAGEMENT 8.60   0.0 -3.32 1.20 14.00
NEW RESIDENTIAL INVESTMENT 14.98   18.0 0.83 2.00 13.28
ANWORTH MORTGAGE ASSET 3.39   0.0 -0.98 0.44 13.17
NEW YORK MORTGAGE TRUST 6.14   12.0 0.51 0.80 12.74
WESTERN ASSET MORTGAGE CAPITAL 9.83   10.7 0.92 1.24 12.58
AMERICAN CAPITAL AGENCY 15.64   0.0 -1.54 1.92 12.21
DYNEX CAPITAL 15.16   0.0 -10.26 1.80 12.06
ARMOUR RESIDENTIAL REIT 17.26   0.0 -9.30 2.04 12.03
TWO HARBORS INVESTMENT 13.28   0.0 -2.81 1.60 12.02
INVESCO MORTGAGE CAPITAL 15.18   0.0 -1.01 1.80 11.80
AG MORTGAGE INVESTMENT TRUST 17.47   6.1 2.87 1.90 10.89
MFA FINANCIAL 7.39   10.4 0.71 0.80 10.81
CHIMERA INVESTMENT 19.57   21.5 0.91 2.00 10.23
ELLINGTON FINANCIAL 17.90   16.3 1.10 1.68 9.44
PENNYMAC MORTGAGE INV TRUST 22.24   9.5 2.35 1.88 8.50
CAPSTEAD MORTGAGE 7.41   0.0 -0.86 0.48 6.58
ISHARES S&P US PREFERRED STOCK INDEX FUND 37.21   0.0 0.00 2.08 5.60
ISHARES FTSE NAREIT MORTG PLUS CAPPED INDEX FUND 41.97   0.0 0.00 0.00 0.00

ORCHID ISLAND CAPITAL - ORC
ORCHID ISLAND CAPITAL - ORC  


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