Credit and liquidity risk in mortgage REITs

This is the 3rd post on mortgage REIT basics. In my last post on mortgage REITs (mREITs) I discussed interest rate risk. Today, I’ll discuss the other two major risks in investing in mREITs, credit risk and liquidity risk. Both of these risks can lay dormant for long periods of […]

Income investor dashboard for June 2011

May has come to a close. It was certainly and interesting month for income investments. Here is the beginning of June Income Investor Dashboard updated with prices as of the close of trading June 1, 2011. As usual the green highlights are for the sectors that became cheaper during the […]

Interest rate risk in mortgage REITs

In several previous posts on mortgage REITs (mREITs) I have discussed the basics of understanding them, that there could be a good investment opportunity in them, and I presented an economic model that breaks down their sources of earnings and dividends. Now, its time to address the very important topic […]

Mortgage REIT economics remain compelling

As I mentioned in this earlier post I think there is an good investment opportunity in mortgage REITs (mREITs from now on). Its one of the the few remaining relatively undervalued sectors in the market and offers a compelling dividend yield of about 16%. In this post I’ll provide a […]