Seeking Alpha

Non-agency mREITs boosted at Compass Point

  • 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.
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