MFO - Here's Why Mortgage REITs Battle Margin Calls

This research report was produced by The REIT Forum with assistance from Big Dog Investments.

With COVID-19 driving the market, we’re seeing a huge increase in fear. The fear impacts different investors in different ways. It's a very difficult time for all of us. As analysts, we invest in the same securities we cover. We’ve seen some substantial declines in the market price of several of our securities.

This isn’t an easy environment. We never expected it to be easy, and we aren’t giving in.

Observations on the Market

There's an enormous amount of