Many investors like the idea of high yields in the mortgage REIT space but don’t like all the risk. We have a great option for them - preferred shares. Preferred shares in the mREIT sector have relatively high dividend yields but do not carry the same risk as the common stock. Annaly Capital (NLY) Preferred Share NLY-G (NLY.PR.G) is an interesting preferred share because it has a lower floating rate than any of the other preferred shares we cover. The REIT Forum This allows it to trade at a lower price, a ...

ATLANTA, Jan. 29, 2026 /PRNewswire/ -- Invesco Mortgage Capital Inc. (NYSE: IVR) (the "Company") today announced financial results for the quarter ended December 31, 2025. Update from John Anzalone, Chief Executive Officer "During the fourth quarter, financial conditions improved, underpinned by two interest rate cuts from the Federal Reserve, robust corporate earnings and strong economic growth. This supportive backdrop, along with lower interest rate volatility and broadening investor demand, drove notabl ...

Core Viewpoint - AGNC Investment has had an exceptional year, generating robust returns and maintaining a high monthly dividend yield of over 12%, with expectations for continued strong performance in 2026 [1][3]. Group 1: Financial Performance - In 2025, AGNC reported an impressive economic return on tangible common equity of 22.7% and a total stock return of 34.8%, nearly double that of the S&P 500 [3]. - The company's strategy of investing solely in Agency MBS resulted in a total return of 8.6% for the year, marking the best full-year return for Agency MBS since 2002 [4]. Group 2: Market Environment - The favorable conditions for Agency MBS, including lower interest rates and reduced volatility, are expected to persist into early 2026, creating a constructive investment environment [5]. - Recent actions by Fannie Mae and Freddie Mac to purchase Agency MBS aim to lower mortgage rates, further supporting AGNC's optimistic outlook for the Agency MBS market [5]. Group 3: Capital Position - AGNC issued over $350 million in new shares during the fourth quarter, enhancing its capital base to pursue new investment opportunities [6]. - With a strong liquidity position and a positive market environment, AGNC is well-positioned to continue generating favorable returns and maintain its high-yielding dividend [6].

At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !Arbor Realty Trust ( ABR ) is a mortgage REIT that is currently offering a very high dividend yield of 16%, following a steep sell-off in recent months. While the dividend is at risk of beingJonathan Weber holds an engineering degree ...

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]

Core Viewpoint - The current high valuations of mega-cap tech stocks, such as NVIDIA at 46x earnings, make mid-cap value stocks an attractive alternative for investors seeking lower-risk opportunities [2][3]. Performance Overview - The SPDR S&P 400 Mid-Cap Value ETF (MDYV) has delivered an 11% gain over the past year and a 69% return over the last five years, indicating a significant valuation gap compared to the Nasdaq-100's 98% return during the same period [3][5]. - The fund's performance suggests that mid-cap value stocks have been overlooked as investors have focused on mega-cap tech [3]. Fund Characteristics - MDYV is priced at $89 per share with a 0.15% expense ratio, providing access to nearly 300 mid-cap companies that trade at lower multiples compared to big tech [4]. - The fund allocates 26% to financials and 19% to industrials, making it sensitive to interest rate changes [5][7]. Interest Rate Impact - The trajectory of interest rates is identified as the most significant factor influencing MDYV's performance over the next 12 months, particularly due to its heavy allocation in financials [7]. - Rising interest rates could benefit MDYV's financial holdings by expanding net interest margins, while falling rates could negatively impact these sectors [7][8]. Competitive Comparison - The Vanguard Mid Cap Value ETF (VOE) charges a lower expense ratio of 0.07% and offers a yield of 2.1%, with a turnover rate of 19% compared to MDYV's 37% [5].

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]

Core Viewpoint - The discussion focuses on the cannabis industry, highlighting the perspectives of various players, with a specific emphasis on the Chicago Atlantic Group and its components [1][2]. Group 1: Chicago Atlantic Group Overview - Chicago Atlantic Group consists of three main components: REIT (Real Estate Investment Trust), Mortgage REIT, and BDC (Business Development Company) [3]. - The interaction between these three components is crucial for the group's overall strategy, providing a diversified approach to investment in the cannabis sector [3].

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]