CMO News and Press, Capstead Mortgage Corporation From 08/02/21

19 new deals announced in the month of July. Thoma Bravo acquires Medallia. Aon and Willis Towers Watson terminated their business combination agreement. For further details see: Merger Arbitrage Mondays - Thoma Bravo Announces 2 Large Deals In A Single Month ...

U.S. equity markets were mixed this week as disappointing "big tech" earnings and concerns over controversial COVID vaccine and mask mandates were offset by historically strong earnings results from domestic-focused companies. Retreating from the record-highs set last week, ...

When it comes to mortgage REITs, investors need to pick their dips carefully. It isn’t as simple as a lower price indicating higher yields. That’s a mistake many new investors make. A few nice opportunities have been developing lately. We will highlight a few that ca...

The following slide deck was published by Capstead Mortgage Corporation in conjunction with this event. For further details see: Capstead Mortgage and BSPRT Investor Presentation

We're now at the halfway point of another newsworthy real estate earnings season. Results have so far been as impressive as any REIT earnings season in recent memory. Roughly 95% of REITs have topped consensus earnings estimates, and of the 44 REITs that provide full-year funds from o...

Capstead Mortgage Corporation (“Capstead” or the “Company”) (NYSE: CMO ) today announced financial results for the quarter ended June 30, 2021. Second Quarter 2021 Summary Recognized GAAP net income of $15.5 million or $0.11 per dilute...

Combined company, Franklin BSP Realty Trust, to become fourth largest commercial mortgage REIT Benefit Street Partners Realty Trust, Inc. (“BSPRT”), a publicly-registered, non-listed real estate investment trust (“REIT”), and Capstead Mortgage Cor...

U.S. equity markets rebounded from an early-week dive as investors shrugged-off COVID concerns following a historically strong start to corporate earnings season and better-than-expected housing market data. "American Exceptionalism" was the theme as COVID concerns across internationa...

Best of Times and Worst of Times: Mortgage REITs endured punishing declines during the pandemic, but have nearly tripled from their lows and are back within shouting distance of pre-pandemic highs. The wave of dividend cuts has given way to a frenzy of increases this year as 20 m...

We’re getting a dip in the mortgage REIT sector. We saw a quick one that was corrected recently, but this one moved quite a bit lower. The sector was expensive prior to the start of the dip, so some weakness isn’t surprising. This is an opportunity to start building posi...