- The mortgage REIT sector began the year with big discounts to book value. Since then, it has delivered big returns.
- If you've read even a few of our articles on mortgage REITs, you're surely familiar with the price-to-book ratios.
- Investors who didn't buy mortgage REITs in April 2020, didn't buy them during the rest of 2020, and didn't buy them in January 2021 already missed out.
- There are only a handful of buying opportunities left. As of today, we have a neutral outlook on about half the sector.
- Today, 3/8/2021, saw another big rally in prices further enhancing returns to investors.
For further details see:
Big Mortgage REIT Returns