- Compass Point is bullish on (certain) non-agency mREITs with the group overall trading at sizable discounts to book value and maybe having priced in not just the recent interest rate rout, but future routs to come.
- In addition to Ellington Financial (EFC) started at a Buy (yes, we know EFC is a LLC, not a REIT), the firm also initiates Dynex (DX) and MFA Financial (MFA) with Buys.
Non-agency mREITs boosted at Compass Point
From other sites
at CNBC.com (Oct 22, 2014)
at CNBC.com (Aug 16, 2012)
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
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