AGNCO - How To Win In REITs

• New investors often have questions about our investment strategy. It’s a great topic for investors to consider. We tailor our approach to each sector we invest in.
• For mortgage REITs, we invest for shorter periods and emphasize price-to-book ratios. Knowing how to set target ratios is important. Scott produces a great chart.
• For equity REITs, we invest for longer periods. Consequently, the long-term growth projections for the REIT are critical. We’re emphasizing high-growth REITs.
• In each case, we have a large emphasis on finding attractive entry prices. We're more interested in “buying low” than in “selling high."
• If investors want to buy-and-hold, buying high-quality REITs at low prices is everything. Remember, high quality. If we want to trade a stock, buying low is still critical.

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