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REIT Analyst

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  • REIT Analyst
    I knew I was right about $ARR (http://seekingalpha.com/a/rd3d). Now getting long $AGNC
    May 15, 10:24 AM
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      • REIT Analyst
        Hybrid mREITs down so far today; funny because bunch of the ABX indices is up 2%
        12/3/12
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          • REIT Analyst
            My piece on CIM's value is coming on SA Pro tomorrow AM at 9
            11/25/12
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              • REIT Analyst
                Looking into CIM's book value... Complicated but doable.
                11/20/12
                Reply (4)
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                • YellowLab1: What do you think ? Last time I saw an estimate it was something around 3.20 or so. SA currently list Price:Book of 0.79
                  11/21/12
                • jrbuettner: Looking forward to reading about CIM BV, the past rally in their paper should bring in a plump BV
                  11/25/12
                  • REIT Analyst
                    Ideas I am exploring: (1) Long servicers as a hybrid REIT hedge (2) Replace a REIT with long/short trades in Treasury futures and options
                    11/10/12
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                      • REIT Analyst
                        Just sent in part 2 of the article on how to analyze hybrid mREITs (finally)
                        11/9/12
                        Reply
                          • REIT Analyst
                            ARR, EFC, IVR, MITT, TWO, WMC all dropped and bounced back exactly in parallel this morning. To me this smells like robots trading.
                            10/15/12
                            Reply (1)
                            • Ocean Man: WMC's move from minus 7% to plus 2% was crazy. AGNC caught a mid-day upgrade, might have been the catalyst.
                              10/16/12
                              • REIT Analyst
                                Thinking about adding some ARR
                                10/12/12
                                Reply (1)
                                • Jacob Teague: I added to my MITT holdings. We will see if it works out.
                                  10/12/12
                                  • REIT Analyst
                                    Sent in an article on the impact of QE3 on mREITs
                                    10/10/12
                                    Reply
                                      • REIT Analyst
                                        Just submitted an article on non-agency MBS / hybrid mREITs
                                        10/9/12
                                        Reply (3)
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                                        • Be Here Now: Same here.
                                          10/10/12
                                        • donenrique: Great articles! You have written the best articles I have seen yet on mReits. Thanks for the education. Much appreciated.
                                          10/10/12