NRZ News and Press, New Residential Investment Corp. From 01/14/21

One of the mortgage REITs we own, PMT, still trades around a 15% discount to projected book value. That’s still attractive. Investors in the sector need to have the discipline to stick to an investing strategy. We’ve enjoyed great success using discounts to (current esti...

This article compares NLY’s recent dividend per share rates, yield percentages, and several dividend sustainability metrics to 20 mREIT peers. This includes an analysis of NLY’s quarterly estimated REIT taxable income, estimated core earnings, and normalized core earning...

Stocks finished the year strongly with cyclicals and energy stocks rallying strongly. I am continuing my monthly investment plans and suspiciously follow the massive rally in technology stocks as well as the vaccine-driven rebound in value stocks. My dividend income amounted to $3...

6 new SPAC IPOs today. Here is today's best new opportunity. Just one new one worth focusing on. For further details see: SPAC Action This Day: Fortress's Next MP Materials?

We regularly cover preferred shares as a way for investors to find a steady yield. They still carry risk, but less than common shares. The preferred shares from mortgage REITs can offer great opportunities. When prices get inefficient, we get nice opportunities. In this series, we...

T11 Capital Management is a California based money manager. The firm offers separately managed accounts to high net worth individuals and institutions. For the month of December, T11 TABS recorded a 35.03% gross return and a net return of 26.27% versus the S&P 500, which gained 3....

We took gains on part of our largest position. We often hold large positions in AGNC preferred shares and went overweight with purchases on 8/7/2020 and 11/5/2020. We reduced the exposure and began picking up some other shares like TWO-E. The preferred shares from mortgage REITs c...

While many high-yield opportunities provide more risk than return, there are exceptions. The preferred shares from mortgage REITs can offer great opportunities. When prices get inefficient, we get nice opportunities. We recently added to our position in NYMTM. This is a high-risk ...

In 2016, I deployed a new DGI portfolio alongside an ETF portfolio for retirement income going forward. Both portfolios use an RMD withdrawal strategy. After 5 years, the RMD withdrawal method still outperforms the 4% rule. For further details see: 2020 Was Another Profi...

Investors frequently have questions about ex-dividend dates. This should be one of the simplest parts of investing, yet investors are often starved for information. When we look at mortgage REITs (where yields are very high), the ex-dividend dates matter even more. When we dis...