Pearl Gray is a proprietary investment fund and independent market research firm specialising in systematic analysis.Our latest work on SA primarily covers: Bonds, Preferreds, REITs, with an occasional drift.Primary Sectors: Financials and Real Estate.Mission: To discover actionable total return ideas at the nexus of rigorous academic theories, practical experience, and common sense.Kindly note that our published content is dispensed as Independent Analysis and Doesn't Constitute Financial Advice. For any c ...

Group 1 - Pearl Gray is a proprietary investment fund and independent market research firm specializing in systematic analysis, focusing primarily on Bonds, Preferreds, and REITs [1] - The primary sectors of interest for the firm are Financials and Real Estate, aiming to discover actionable total return ideas [1] Group 2 - The content published by the firm is categorized as Independent Analysis and does not constitute financial advice [1][3] - The firm encourages consultation with a registered financial advisor before making investment decisions [3]

Lodging REITs can be cyclical due to their short-term market-to-market leasing and their reliance on seasonal consumer behaviour. By considering the current economic uncertainty, one could say that lodging REITs are a no-go, and while we somewhat agree with the ideaPearl Gray is a proprietary investment fund and independent market research firm specialising in systematic analysis.Our latest work on SA primarily covers: Bonds, Preferreds, REITs, with an occasional drift.Primary Sectors: Financials and Real E ...

Group 1 - Dynex Capital, Inc. (NYSE: DX) is a mortgage REIT currently yielding near 17% [1] - The analysis focuses on Dynex's strategy, the context of its yield, and investment ideas [1] - The firm conducting the analysis, Pearl Gray, specializes in systematic analysis of Bonds, Preferreds, and REITs, primarily in the Financials and Real Estate sectors [1] Group 2 - The mission of Pearl Gray is to discover actionable total return ideas that combine academic theories, practical experience, and common sense [1]

Pearl Gray is a proprietary investment fund and independent market research firm specialising in systematic analysis.Our work on SA primarily covers: Bonds, Investment Funds, REITs, with an occasional drift.Primary Sectors: Financials and Real Estate.Mission: To discover actionable total return ideas at the nexus of rigorous academic theories, practical experience, and common sense.Kindly note that our published content is dispensed as Independent Analysis and Doesn't Constitute Financial Advice. For any co ...

Pearl Gray is a proprietary investment fund and independent market research firm specialising in systematic analysis.Our work on SA primarily covers: Bonds, Investment Funds, REITs, with an occasional drift.Primary Sectors: Financials and Real Estate.Mission: To discover actionable total return ideas at the nexus of rigorous academic theories, practical experience, and common sense.Kindly note that our published content is dispensed as Independent Analysis and Doesn't Constitute Financial Advice. For any co ...

Core Insights - Pearl Gray is a proprietary investment fund and independent market research firm specializing in systematic analysis, focusing primarily on Bonds, Investment Funds, and REITs, with a primary sector emphasis on Financials and Real Estate [1] Group 1 - The mission of Pearl Gray is to discover actionable total return ideas at the intersection of rigorous academic theories, practical experience, and common sense [1] - The firm emphasizes that its published content is independent analysis and does not constitute financial advice [1][2] - Analysts at Pearl Gray disclose that they have no stock, option, or similar derivative positions in any of the companies mentioned, nor do they plan to initiate any such positions within the next 72 hours [1] Group 2 - The content provided by Pearl Gray on platforms like Seeking Alpha is intended to set the tone for discussions among subscribers rather than serve as financial advice [2] - Seeking Alpha clarifies that past performance is not indicative of future results and that no recommendations are made regarding the suitability of investments for particular investors [3] - The analysts contributing to Seeking Alpha may include both professional and individual investors who may not be licensed or certified by any regulatory body [3]