Alan Brazil SOM Macro

The Case For Residential Mortgage REITs

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Step 1: Macro Theme: The Case For Residential Mortgage REITs– Residential mortgage REITs are cheap because they represent buying Resi assets at distressed levels at a discount Step 2: Fundamental Economic Framework –  Sell-off in residential mortgage REITs have followed the sell-off in the entire mREIT market –  Sell-off in residential mortgage REITs reflects the impact of the dislocation in the underlying resi assets and the resulting margin calls during the last week of March REITs are a leverage strategy with leverage funded with short-term repo Sell-offs in the underlying resi
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