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Two Classes Of Mortgage REITs

Source: SeekingAlpha

2025-12-11 18:26:21 ET

There are 7 agency mortgage REITs. Three of them have demonstrated that they are substantially better than the other 4. It feels like a system where investors would generally be rewarded very well by a system that could:

  1. Buy the first 3
  2. Fund the position with proceeds from shorting the other 4.

Read the full article on Seeking Alpha

For further details see:

Two Classes Of Mortgage REITs
Oaktree Specialty Lending Corporation

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