Group 1 - Annaly Capital Management (NLY) is a significant player in the mortgage REIT sector and has been recommended as a "Buy" [1] - Dynex Capital is mentioned as a direct competitor for investor capital alongside Annaly Capital Management [1] - The analysis aims to identify profitable and undervalued investment opportunities primarily in the U.S. market to build a high-yield, balanced portfolio [1]

Quick Read SPDR Mid Cap Value ETF (MDYV) returned 69% over five years versus Nasdaq-100’s 98%. NVIDIA trades at 46x earnings and Microsoft at 32x. MDYV allocates 26% to financials and 19% to industrials. Interest rate trajectory is the biggest performance driver. Vanguard Mid Cap Value ETF (VOE) charges 0.07% versus MDYV’s 0.15%. VOE yields 2.1% with 19% turnover versus 37%. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to rea ...

Key Points Arbor Realty Trust is a mortgage REIT with two key operating segments. A strained relationship between the two segments helped lead to a lower share price. 10 stocks we like better than Arbor Realty Trust › Mortgage REIT (mREIT) Arbor Realty Trust (NYSE: ABR) is down about 40% since the beginning of 2025. It's trading near early COVID-era lows with a double-digit yield -- but the reasons matter, and investors shouldn't hurry to call it a bargain. Here's why. Image source: Getty Images. ...

Group 1: Dividend Stocks and Market Trends - Dividend stocks are gaining attention due to rising geopolitical tensions and labor market concerns, as they tend to perform better during market volatility [1] - A Redditor shared his portfolio, revealing a monthly dividend income of $10,097, highlighting the appeal of dividend stocks among investors [1] Group 2: Portfolio Highlights - The Redditor's largest investment is in Broadcom Inc. (NASDAQ:AVGO) with a stake of $581,000, which has increased by 48% over the past year and yields approximately 0.8% [3] - The second-largest holding is Fidelity Government Money Market Fund (NASDAQ:SPAXX) with a $200,000 investment, focusing on short-term government securities [4] - Nvidia Corp. (NASDAQ:NVDA) is another significant investment, with an $85,000 position and a stock price increase of 36% over the past year [4] - The YieldMax NVDA Option Income Strategy ETF (NYSE:NVDY) has a distribution rate of about 38%, generated by selling call options on Nvidia [5] - The YieldMax MSTR Option Income Strategy ETF (NYSE:MSTY) has a distribution rate of about 64%, derived from selling call options on Strategy Inc. (NASDAQ:MSTR) [6] - PennyMac Mortgage Investment Trust (NYSE:PMT) is noted for its dividend yield of over 12% and a stock price increase of 9% over the past year [9]

PresentationWe continue today with our series of webcast discussing the cannabis industry from the point of view of the various players in the industry. We're happy to welcome today Peter Sack. He is the Managing Director at Chicago Atlantic Group.Pablo ZuanicZuanic & Associates So look, I mean, we have a lot to cover, but let's start with the general introduction. The way -- the audience is a mix of investors that follow cannabis very closely, and some of them are more on the finance side, right, following ...

Core Viewpoint - Claros Mortgage Trust (CMTG) is trading at a significant discount to its book value per share, driven by increased loan repayments and resolutions that enhance its liquidity position [1] Group 1: Company Overview - CMTG is positioned as an externally managed mortgage REIT, benefiting from a robust liquidity balance due to loan repayments [1] Group 2: Market Dynamics - The equity market serves as a mechanism for wealth creation or destruction over the long term, with daily price fluctuations playing a crucial role [1] - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

Core Viewpoint - Annaly Capital Management offers a significantly high dividend yield, exceeding 10 times that of the S&P 500, due to its legal obligation to distribute 90% of its taxable income as dividends [1][6]. Group 1: Company Overview - Annaly Capital Management operates as a mortgage REIT, investing in Agency mortgage-backed securities, non-agency residential mortgages, and mortgage servicing rights, which typically yield low-risk, fixed-rate returns [3]. - The company utilizes leverage to enhance returns, currently achieving double-digit yields across its investment strategies [3]. Group 2: Financial Performance - In the third quarter, Annaly reported earnings available for distribution (EAD) of $0.73 per share, an increase from $0.66 per share in the same quarter last year, comfortably covering its dividend payment of $0.70 per share [4]. - The EAD for Annaly was consistent, with $0.73 per share in the second quarter and $0.72 per share in the previous two quarters, allowing for a dividend increase from $0.65 per share earlier this year [4]. - Historical EAD figures for 2022 ranged from $0.89 to $1.22 per share, supporting a quarterly dividend of $0.88 per share [5]. Group 3: Dividend Policy - Annaly is legally required to distribute nearly all of its taxable net income as dividends, which results in its high yield, but this payout is subject to fluctuations based on earnings [6].

2025 has proven to be an overall successful year for mortgage REITs, notwithstanding notable differences dependent on credit exposure. mREITs focused on safer agency securities have done quite well, benefiting from lower funding costs on repurchaseI ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with cover ...

2025 has proven to be an overall successful year for mortgage REITs, notwithstanding notable differences dependent on credit exposure. mREITs focused on safer agency securities have done quite well, benefiting from lower funding costs on repurchaseI ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with cover ...

There are 7 agency mortgage REITs. Three of them have demonstrated that they are substantially better than the other 4. It feels like a system where investors would generally be rewarded very well by a system that could: Buy the first 3 Fund the position with proceeds from shorting the other 4. Of course, there are difficulties to this. If the investor had to supply the capital to cover their short position and to fund their long position, it would completely break the model. The system would have earned ...