ACR News and Press, ACRES Commercial Realty Corp Com From 01/11/23

Summary These three REITs got much too cheap in October 2022, but they rallied too hard. Take the money and run! Shares are up 33% to 52%. They deserved a rally, but not that much. We're not always bearish. We recommended one of these shares within days of the 52-week low. G...

Summary We're contrasting two sets of investments where one is demonstrably better than the other. Market prices are not efficient. Sometimes investors leave a nice chunk of change on the table. We look for those opportunities to optimize investments so we can be positioned for some...

Summary We're highlighting two shares with yields over 13%. Each share trades at a discount to their net asset value and a discount to their usual price-to-NAV ratio. I already own one of these shares and Scott owns both. Get ready for charts, images, and tables because they...

Summary U.S. equity markets closed out their worst year since the Financial Crisis with a fourth-straight week of declines as Treasury yields jumped back to seven-week highs on renewed inflation and COVID concerns. Dragging its full-year declines to nearly 20%, the S&P 500 slipped 0...

Summary Dividend yields: 7.8% to 15%. Dramatic discounts to net asset value. Price to NAV range: .36 to .86. Recent plunge created new opportunities. We just bought more in one of these picks. Get ready for charts, images, and tables because they are better than words. T...

Summary Four picks. Three big yields. 9.8% to 17.3%. The one over 17% clearly has more risk. Discounts range from 27% to 61%. That creates dramatic upside in the shares. We own shares in each of these picks. Granite Point Mortgage Trust [[GPMT]] is another reasonable choic...

Summary These shares offer significant capital gains to go along with big dividend yields. We've been swapping between shares in the sector to achieve much better results than the sector. Most of our position started and ended in the same share. If you can turn 2,677 shares into 3,4...

Summary The yield curve is severely inverted. The time to cut rates is coming. Many people still think inflation is running hot, but monthly increases are mostly driven by a few popular items. When we look into those items, we see huge temporary problems in the supply chain. Kee...

Summary Mortgage REITs - which were left for dead amid a historically brutal year across fixed-income markets - have rebounded in recent weeks as earnings results were not as catastrophic as feared. Mortgage REITs are now outperforming Equity REITs for the year, and we continue to...

Summary Huge rally in the sector today as rates plunged. CPI readings are still a poor metric for monetary policy. We’re seeing some deflation recently rather than inflation. Using the wrong metrics to evaluate policy and generate headlines leads investors to think infl...