ACR News and Press, ACRES Commercial Realty Corp Com From 08/01/22

Mortgage REITs ripped over the last 45 days. There are several stocks investors should be dumping into strength. I’ll share 3 of them here. Each trades at a premium to our current estimated book value. It’s prime time for them to be issuing new shares. Even as I ...

We bought these shares for the attractive yield. The upside on share prices significantly enhances the total return prospects. Prices got wild in June leading to some significant differences in the risk/reward profiles for shares. Get ready for charts, images, and tabl...

8 Winners, 3 Losers. You could get double-digit yields at a bargain, or you could overpay for them. Going for a record speed in covering this many different shares. Get ready for charts, images, and tables because they are better than words. The ratings and outlook...

ACRES Commercial Realty Corp. to Report Results for Second Quarter 2022 PR Newswire UNIONDALE, N.Y. , July 21, 2022 /PRNewswire/ -- ACRES Commercial Realty Corp. (NYSE:ACR) (the "Company") announced today that it will release its second quarter 2022 results on ...

When the market screws up pricing between the preferred shares, it creates an easy opportunity to grow wealth. Some investors are going to fret on the sidelines wondering if they really want to own anything other than cash during an inflationary period. We see so many great opport...

Nasty quarter. Book value down 14% for one that already reported. Another is down more than 5% today. It’s still not cheap, but it’s not so absurdly expensive either. We dropped NEWT from coverage to pick a different BDC. Yield curve is inverted. Always a great s...

I believe it’s likely the series C preferred will be called near July 2024, which would represent a 46.11% total return in two years. Strong margin of safety implied by 20% discount to par value. Equity value creates an additional 47% margin of safety for preferred equity owner...

NLY and NRZ rallied and reached the neutral ranges. If shares dipped without a decline in fundamentals, they could be appealing again. The emphasis in analysis of mortgage REITs should rely on book value more than the shape of the yield curve. Investors cannot reasonably forecast ...

We’ve loaded up on mortgage REIT preferred shares. As the common shares kept pushing higher, lower risk gets appealing. The preferred shares are higher in the capital stack than the common shares, which enabled them to bounce back after the pandemic panic. We’ve been...

Investors are thrilled about the steeper yield curve. A steeper yield curve is generally positive for mortgage REITs, and the impact to fundamentals is smaller than many investors may think. When the yield curve was flat and mortgage REITs traded at huge discounts to book, many in...