MFO News and Press, MFA Financial Inc. 8.00% Senior Notes due 2042 From 11/15/20

U.S. equity markets climbed to record-highs this past week on positive trial results for a COVID-19 vaccine, a potentially major breakthrough hailed as a "great day for science and humanity." Adding to its 7% post-election surge, the S&P 500 gained 2.3% this past week to...

We were pretty bullish on TWO lately, but shares rallied into the neutral range. Shares of ORC outperformed to the extent they ended up in our bearish range. Discounts to book value (or NAV) are the start of your mortgage REIT analysis, but not the end. In this series weȁ...

NRZ-A has two sister shares, NRZ-B and NRZ-C. These shares should be viewed as interchangeable. The problem is not that NRZ-A is fundamentally unattractive. The shares have a stripped yield of 8.32%, a discount to call value, and a floating yield on price of 6.67%. Investors in NR...

NYMTN is put together a huge rally over the last 10 days. Shares rallied from a solid buy rating up into the neutral range. Despite being in the neutral range, they still offer investors quite a bit of upside. They just don’t offer quite as much as NYMTM. Investors can pick...

TWO-C was in our buy range quite recently, but not anymore. The shares can be appealing to investors because they offer a respectable stripped yield, a discount to call value, and have some call protection on the calendar. Those are all attractive traits, but the recent performanc...

ARR got way too cheap during the pandemic, but the sale is over. Share prices look pretty fair. Neutral outlook on ARR and a few others tossed in. Investors may love the monthly dividend, but they’ve often misunderstood the REIT. We haven’t. We’ve nailed ratings o...

U.S. equity markets surged by the most since April on an election week rally fueled by the mounting prospects of a divided government after the "Blue Wave" failed to materialize. Rebounding from their worst week since March, the S&P 500 surged by 7.2% this past week while the Dow ...

The following slide deck was published by MFA Financial, Inc. in conjunction with their 2020 Q3 earnings call. For further details see: MFA Financial, Inc. 2020 Q3 - Results - Earnings Call Presentation

Flying under-the-radar during Election season, a frenzy of real estate earnings reports over the last three weeks have provided critical information on the state of the commercial real estate sector. Roughly two-thirds of the 170 equity REITs in our coverage universe beat consensus FF...

MFA Financial, Inc (MFA) Q3 2020 Results Conference Call November 05, 2020 10:00 AM ET Company Participants Harold Schwartz - Senior Vice President of General Counsel and Secretary Craig Knutson - President and Chief Executive Officer Stephen Yarad - Chief Financial Officer Bryan Wulfsohn - C...