Government Buying Mortgages = BUY MREITS

Original Reddit post

Author argues government mortgage buying is a backstop and tailwind for mREITs, naming AGNC, NLY, DX, ORC, and ARR as buys.

AGNC — LONG The author argues government mortgage buying provides a backstop and tailwind for mREITs, offering 13-19% dividends. AGNC is named as one of the two big mREITs and the better play for the headline.

AGNC is the better play for the headline.

NLY — LONG The author argues government mortgage buying provides a backstop and tailwind for mREITs, with 13-19% dividends. NLY is named as one of the two big mREITs.

AGNC, NLY are the two big ones.

ORC — LONG The author argues government mortgage buying provides a backstop and tailwind for mREITs, with 13-19% dividends. ORC is identified as one of the more leveraged mREITs that will rip the most.

DX, ORC, ARR are the ones that will rip the most with more leverage.

ARR — LONG The author argues government mortgage buying provides a backstop and tailwind for mREITs, with 13-19% dividends. ARR is identified as one of the more leveraged mREITs that will rip the most.

DX, ORC, ARR are the ones that will rip the most with more leverage.

Unpriced research observations (excluded from Calls and Returns):

DX — LONG The author argues government mortgage buying provides a backstop and tailwind for mREITs, with 13-19% dividends. DX is identified as one of the more leveraged mREITs that will rip the most. resolved_asset_type_mismatch

DX, ORC, ARR are the ones that will rip the most with more leverage.