The residential mREIT (mortgage REIT) sector can be a very appealing area for trading. When we enter the area, we’ve often found quick success with trades. The most difficult aspect of trading in this sector is dealing with changes in book value. We have frequent estimates on many of th...

One of the most important steps in evaluating mortgage REITs is finding the price to book value ratios. Using the mortgage REITs' book value gives us an idea for the general range where the mortgage REIT should trade. We expect that all mortgage REITs holding similar assets will generally be c...

The following slide deck was published by Arlington Asset Investment Corp. in conjunction with their 2019 Q2 earnings Read more ...