Mortgage Real Estate Investment Trusts (mREITs) are recovering strongly as the yield curve stabilizes, leading to improved cash flows. Annaly (NLY) comfortably covers its dividends with earnings of $0.76 per share and may increase dividends in 2026. Dynex (DX) has aggressively expanded its portfolio by 27% to capitalize on peak mortgage yields. These mREITs provide a defensive investment option that can perform well even during broader market downturns, making them attractive for income-focused investors.
Agency mortgage REITs (mREITs) that invest in agency mortgage-backed securities (MBS) guaranteed by Fannie Mae or Freddie Mac provide a unique investment opportunity with minimal credit risk. These mREITs, including NLY, benefit from changes in inter...
Mortgage-backed securities (MBS)-focused REIT ETFs like iShares Mortgage Real Estate ETF (REM) and VanEck Mortgage REIT Income ETF (MORT) offer high yields but carry significant interest rate risks. These ETFs invest heavily in companies managing MBS...
