Mortgage REITs currently offer double-digit yields, but many are paying dividends by eroding their principal value, which risks long-term investor capital. Agency mortgage REITs like AGNC and ARMOUR show thin or breakeven dividend coverage, while commercial and hybrid REITs such as Granite Point and New York Mortgage Trust face credit losses and shrinking book values. These trends highlight the risk that high yields may not be sustainable without underlying asset recovery or improved credit conditions. Investors should watch dividend coverage, book value trends, and credit performance closely before investing in these REITs.
AGNC Investment Corp. announced a cash dividend of $0.12 per share for September 2026, payable on October 9, 2026, to shareholders of record as of September 30, 2026. AGNC is a major investor in Agency residential mortgage-backed securities and has a...
AGNC Investment Corp. announced cash dividends for the third quarter of 2026 on its preferred stock depositary shares across six series, with dividend rates ranging from 7.75% to 9.16547% per annum. These dividends will be paid on October 15, 2026, t...
AGNC Investment Corp. achieved a 6.7% economic return in Q2 2026 despite challenges from a hostile fixed income environment and rising interest rates. The company's net spread and dollar roll income per share covered its $0.36 dividend, resulting in ...
The Dividend Harvesting Portfolio achieved a 45.8% return on investment, generating $3,289.51 in annual dividends from a $28,800 investment, with a yield of 7.83%. Recent portfolio additions include Pfizer, valued for its yield above 6% and low earni...
The iShares Mortgage Real Estate ETF (REM) was upgraded to Hold due to better fundamentals in its top holdings like NLY, AGNC, and STWD, which now show reduced leverage, improved net interest margins, and more diversified portfolios. REM offers a sus...
