Alan Brazil SOM Macro

The Case For Residential Mortgage REITs

Share on twitter
Share on whatsapp
Share on facebook
Share on linkedin
Share on email

Listen to our reports with a personalized podcasts through your Amazon Alexa or Apple devices audio translated into several languages

Table of Contents

Press play to listen
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
Register for FREE or log in to read the rest of this report.

Related Reports

  • Still the World’s Safe Haven?
  • It Will Be A U-Shaped Economic Recovery Not A V-Shaped One
  • Room and need for more central bank rate cuts
  • Argentina: Econviews Monthly Report
  • Bank of Korea’s steady hand on Won

    • More by