at CNBC.com (Oct 22, 2014)
Starwood Property Trust (STWD +4.2%) following its big earnings beat. The company put another $1B to work in Q4, bringing 2012's total to $2.6B. Assets held for investment sum to $3.4B with annualized levered return of 11.7%-12.2% expected over their life. "CMBS originators appear to be in a sweet spot," says Dynex (DX) CEO Tom Akin, looking forward to Walker & Dunlop's (WD) report next week.