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BRMK - Broadmark Realty Capital: Underestimated By Market I'm Buying More
Broadmark Realty Capital Inc
Broadmark is one of my favorite higher-yield positions - a small company, but a very proficient one with good returns and excellent management.
The perspective that the current defaults will be weighing down on earnings and the dividends for a longer period of time is not one grounded in historical or current facts.
I see BRMK growing from here, and while I maintain my position small, I do add to it.
BRMK is a "BUY" below $10/share, and I'm adding. It's now 0.5% of my portfolio.