Table of Contents

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 s...

 

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The Case For Residential Mortgage REITs

Step 1: Macro Theme: The Case For Residential Mortgage REITs– Residential mortgage REITs are cheap because they represent buying Resi assets at distressed levels