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What do you guys think are some of the best mortgage REITs available today?- 777i - 2019-06-05 19:22:19 PDT

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I’ve had a hard time finding mREITs that can consistently increase dividend payment values over long periods. Some mREITs which I know have a history of increasing dividends are #ACRE (Ares Commercial), #ABR (Arbor Realty), #Loan (Manhattan Bridge Capital), #HASI (Hannon Armstrong), and somewhat #NRZ (New Residential Investment). - Fyryr - 2019-06-15 00:01:11 PDT

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With mortgage rates dropping do we expect this to hurt mREITs? What do you guys think? Article from MarketWatch states “mortgage rates have continually fallen throughout 2019 to date. Currently, the 30-year fixed-rate mortgage is averaging 3.82%, roughly a two-year low, according to Freddie Mac.” Source: https:www.marketwatch.com/story/mortgage-rates-are-dropping-so-why-arent-more-people-buying-homes-2019-06-14?mod=mw_theo_homepage - Atopp - 2019-06-14 11:11:43 PDT

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Have there been mREITs that have performed as consistently well as their equity REIT counterparts? - Faston - 2019-06-11 21:36:16 PDT

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Annaly’s (#NLY) Core earnings (excluding PAA) for 1st quarter’19 was $0.29 per average common share. Even though they paid dividends of $0.30 per common share in the first quarter; they already pre-announced an expected quarterly common stock dividend of $0.25 per common share for the remainder of 2019 beginning with the second quarter ( subject to the discretion and approval of our board of directors). I like NLY, but let’s see if they will be able to pay the $0.25 going forward or it will require future decreases. - Rocco64 - 2019-06-08 22:37:25 PDT

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Thanks for the input guys. For me, I have some difficulty when analyzing mREITs if I should compare their dividend payout to EPS, or to Core Earnings (a non-GAP measurement). I’m not sure if I agree or understand all the deductions in the Core Earning’s calculations, for example: "Core earnings is used by management to evaluate the Company’s performance without taking into account: 1) realized and unrealized gains and losses, which although they represent a part of the Company’s recurring operations, are subject to significant variability and are generally limited to a potential indicator of future economic performance; 2) incentive compensation paid to the Company’s manager; 3) non-capitalized transaction-related expenses; and 4) deferred taxes, which are not representative of current operations." And some mortgage reits look twice as good when using the Core Earning numbers versus EPS. - 777i - 2019-06-07 23:03:27 PDT

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I bought #DX at $7.16 a while back and it is now trading at $5.66. Glad it was a small starter position, but I’m not looking to buy more into this mREIT until I see some improvements. - AI_AI - 2019-06-06 22:20:48 PDT

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#DX just announced the implementation of reverse stock split. - LLNN - 2019-06-07 11:54:20 PDT

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I own #NLY for the long long haul, even though it has had its recent ups and downs. - Gekko5 - 2019-06-05 23:42:30 PDT

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