Core Viewpoint - The article compares the performance and characteristics of AGNC Investment Corp. and Starwood Property Trust, highlighting their fundamentally different business models within the mREIT sector [1]. Group 1: Company Analysis - AGNC Investment Corp. is positioned as a long-term investment opportunity, with a beneficial long position indicated by the analyst [2]. - Starwood Property Trust operates under a different business model, which may present unique investment characteristics compared to AGNC [1]. Group 2: Investment Strategy - The analysis aims to provide actionable investment ideas to build a balanced portfolio of U.S. securities, leveraging macro-economic analysis and trading experience [1]. - The goal is to identify profitable and undervalued investment opportunities primarily in the U.S. market, focusing on high-yield potential [1].