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HEADLINES:

How To Manage The Risk In REITs
David Fabian • Tue, May 21
Homebuilder Confidence Back Up
Wall Street Strategies • Wed, May 15
Dual ETF Momentum: May Update
Scott's Investments • Sun, May 12 • 1 Comment
Can Chairman Bernanke Talk Investors Out Of Higher-Yielding ETFs?
Gary Gordon • Fri, May 10 • 7 Comments
Top 10 U.S. Real Estate Sector ETFs
David Fry • Fri, May 10 • 2 Comments
Use Caution With Double Digit Yield ETFs
David Fabian • Tue, Apr 30 • 4 Comments
Comparing 2 High-Yield Mortgage REIT ETFs
Tom Lydon • Thu, Apr 25 • 7 Comments
mREITs Facing Attack From Regulators
Kenneth Arnold • Thu, Apr 25 • 80 Comments
5 Holdings I'm Buying Now As The Market Falters
Kevin Quon • Sun, Apr 21 • 17 Comments
My 401(K): What's Next To Buy, And Why
J.D. Welch • Fri, Apr 12 • 13 Comments
4 Housing Recovery Investment Trends
Dodd Kittsley • Thu, Apr 11 • 1 Comment
Absolute Momentum Portfolio Strategies
Scott's Investments • Thu, Apr 11 • 6 Comments
Housing Bubble II?
Russ Koesterich • Wed, Apr 10 • 7 Comments
Real Estate Still Running
David Fabian • Mon, Apr 8 • 3 Comments
Bond Market Review Q1 2013
Ploutos • Mon, Apr 8 • 7 Comments
Mortgage REITs: Sell In May? Not If Spreads Hold Up
Dividend Living • Thu, Apr 4 • 22 Comments
Top 10 High Yield Dividend ETFs
David Fry • Tue, Apr 2 • 4 Comments
Selecting Safer Growth And Income ETFs For The 2nd Quarter Pullback
Gary Gordon • Mon, Apr 1
Don't Become The Biggest ETF Loser
Adam Aloisi • Mon, Apr 1 • 23 Comments
How To Diversify Your Income Streams With A Single ETF
David Fabian • Sun, Mar 31 • 32 Comments

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Mortgage REIT ETF Yielding 12% Starts Year Strong
Tom Lydon • Tue, Feb 12 • 8 Comments
Can't Find A Favorite Mortgage REIT? Own The Industry With REM
Everyday Finance • Mon, Oct 8, 2012 • 2 Comments
Seeking Yield? Get Over 11% With REM
David Zanoni • Mon, Oct 1, 2012 • 7 Comments
REM: Sleep Well With This mREIT Trade
Clayton Rulli • Fri, Sep 7, 2012 • 26 Comments
My 401(k) - Exchanging A Mutual Fund For ETFs, Part 3
J.D. Welch • Thu, Aug 9, 2012 • 13 Comments
REM: A High Dividend Yielding REITs ETF
Qineqt • Tue, Jul 10, 2012 • 6 Comments
Interest in REITs Casting a Shadow on Hedge Funds
AllAboutAlpha • Thu, Feb 17, 2011
McKinsey: History Suggests Recovery from Financial Crisis Will Be Slow and Painful
Research Recap • Fri, Jan 15, 2010 • 7 Comments
Real Estate and the Danger of the Personal Guarantee
Nadav Manham • Sun, Sep 6, 2009
iShares Mortgage REIT Index ETF: Undervalued and Overlooked?
Uday Maitra • Thu, May 28, 2009 • 5 Comments
A General Hypothesis on Real Estate Prices
H.J. Huneycutt • Sun, Mar 15, 2009 • 6 Comments
iShares Mortgage REITs ETF: Buyer Beware Reminder
Tom Lydon • Mon, Sep 15, 2008
Full Steam Ahead For iShares REITs ETF
Thomas Smicklas • Mon, Feb 4, 2008 • 2 Comments

How To Manage The Risk In REITs
David Fabian • Tue, May 21
Homebuilder Confidence Back Up
Wall Street Strategies • Wed, May 15
Dual ETF Momentum: May Update
Scott's Investments • Sun, May 12 • 1 Comment
Can Chairman Bernanke Talk Investors Out Of Higher-Yielding ETFs?
Gary Gordon • Fri, May 10 • 7 Comments
Top 10 U.S. Real Estate Sector ETFs
David Fry • Fri, May 10 • 2 Comments
Use Caution With Double Digit Yield ETFs
David Fabian • Tue, Apr 30 • 4 Comments
Comparing 2 High-Yield Mortgage REIT ETFs
Tom Lydon • Thu, Apr 25 • 7 Comments
mREITs Facing Attack From Regulators
Kenneth Arnold • Thu, Apr 25 • 80 Comments
5 Holdings I'm Buying Now As The Market Falters
Kevin Quon • Sun, Apr 21 • 17 Comments
My 401(K): What's Next To Buy, And Why
J.D. Welch • Fri, Apr 12 • 13 Comments
4 Housing Recovery Investment Trends
Dodd Kittsley • Thu, Apr 11 • 1 Comment
Absolute Momentum Portfolio Strategies
Scott's Investments • Thu, Apr 11 • 6 Comments
Housing Bubble II?
Russ Koesterich • Wed, Apr 10 • 7 Comments
Real Estate Still Running
David Fabian • Mon, Apr 8 • 3 Comments
Bond Market Review Q1 2013
Ploutos • Mon, Apr 8 • 7 Comments
Mortgage REITs: Sell In May? Not If Spreads Hold Up
Dividend Living • Thu, Apr 4 • 22 Comments
Top 10 High Yield Dividend ETFs
David Fry • Tue, Apr 2 • 4 Comments
Selecting Safer Growth And Income ETFs For The 2nd Quarter Pullback
Gary Gordon • Mon, Apr 1
Don't Become The Biggest ETF Loser
Adam Aloisi • Mon, Apr 1 • 23 Comments
How To Diversify Your Income Streams With A Single ETF
David Fabian • Sun, Mar 31 • 32 Comments

There are no Transcripts on REM.

Weekend Investor: How to buy REITs in a crowded market

at MarketWatch.com (Jun 1, 2012)

REM vs. ETF Alternatives

REM Description

The iShares FTSE NAREIT Mortgage Plus Capped Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the FTSE NAREIT All Mortgage Capped Index.
See more details on sponsor's website

Key Info

In Your Portfolio: A Guide to Sector ETFs, Real Estate [REIT] ETFs
Asset Class Performance: Real Estate

All
| Earnings
| Dividends
| M&A
| On the move

Friday, May 17, 8:27 AM "The issue isn't if the Fed exits, it's a question of whether they exit way earlier than expected," American Capital (AGNC) CIO Gary Kain tells Bloomberg, feeling his portfolio is better positioned now than in Q1, when higher rates took a chunk out of book value. The Fed will be "extremely slow" in its withdrawal, says KBW's Mike Widner. "That spells an environment that actually gets better for the mREITs (MORT, REM) before it gets worse." 15 Comments [Financials]
Thursday, May 16, 12:43 PM It's a nice bounce for the mortgage REITs (MORT +1.3%) today as a string of weak economic data leads to a big drop in Treasury yields, the 10-year off 6 bps to 1.88%. Leading gains is Western Asset Mortgage (WMC +3.3%) following yesterday's 8% post-earnings drubbing. CEO Jim Gavin took advantage, adding 12.8% to his stake by buying about $42K worth of stock at $19.96 each. Other movers include: (CMO +2.1%), (NLY +1.9%), (ARR +2.6%), (IVR +1.8%). 6 Comments [Financials, On the Move]
Wednesday, May 15, 10:05 AM The mortgage REIT sector (MORT -1%) continues under pressure, today led by Western Asset Mortgage (WMC -7.6%) as its book value blew up in Q1 thanks to portfolio losses. American Capital Agency (AGNC -1.5%) - which started the downturn when it reported losses 2 weeks ago - nears a 52-week low, Armour Residential (ARR -3.1%) hits one. One trader suggests Capstead Mortgage (CMO -1.4%) with a portfolio of mostly reset ARMs the least affected by rising rates. CYS Investments (CYS -0.7%) - trading at a 10% discount to book and also owning ARMs - is attractive as well. 18 Comments [Financials, Quick Ideas]
Monday, May 13, 12:43 PM The mortgage REITs are lit up bright red (MORT -1.9%), again led by American Capital Agency (AGNC -3.5%) and American Capital Mortgage (MTGE -3%), with Annaly (NLY -3.1%) not far behind. Yes, the 10-year Treasury yield is a 3 bps higher, but there's also rare action in Fed Funds futures, now pricing in a whopping 50 bps in rate hikes by this time 2016. AGNC presents at the JMP Conference at 2 ET. 39 Comments [Financials, On the Move]
Friday, May 10, 2:39 PM Gary Kain-led American Capital Agency (AGNC -2.8%) and American Capital Mortgage (MTGE -2%) lead the decline in an all-red mREIT sector (MORT -1%) today, with AGNC taking out its post-earnings low from last week. On the earnings call, Kain said upward pressure on rates had cooled to start Q2 and book value was headed higher, but markets may not be cooperating. The 10-year yield is up 8 bps today to a near 2-month high. Others: Annaly (NLY -1.2%), Invesco (IVR -1.2%), MFA (MFA -1.8%), Western Asset (WMC -1.3%). 12 Comments [Financials, On the Move]
Monday, May 6, 9:50 AM More sell-side on the mREITS (MORT): Maxim keeps a Buy with $33 PT on AGNC expecting the annual dividend to be maintained at $5/share thanks to $1.08 of undistributed taxable income in the kitty (KBW agrees). Jefferies is cautious, calling AGNC's Q1 tale an example of how even a well-run mREIT can run afoul. "Price and extension risk inherent in agency MBS (NLY, HTS, CYS, CMO, ANH, ARR, WMC) today are risks most investors underestimate." 10 Comments [Financials]
Friday, May 3, 12:42 PM "Loving (the) mREIT (MORT -2%) pullback," says Tom Akin, who - in addition to being CEO of Dynex Capital (DX) - runs an income-focused hedge fund. A longtime bull on Newcastle Investment (NCT -0.5%), Akin says if it drops below $5 post the New Residential spinoff, it's the one to buy. In when-issued trading, NCT is at $5.10 (NRZ's at $6.67). 14 Comments [Financials, Quick Ideas]
Thursday, May 2, 9:35 PM Two Harbors greases its way further into the lucrative specialty servicer business, purchasing a company which has approvals from Fannie, Freddie, and Ginnie to hold and manage mortgage servicing rights. TWO will discuss the purchase and its implications in greater detail at its Q1 earnings call on Wed. May 8 at 9 ET. Shares -2.6% AH as all the mREITs (MORT -2.2% AH) get whacked on the AGNC news. Comment! [Financials]
Thursday, April 18, 11:17 PM Mortgage REITs (MORT) catch the eye of D.C., with the Financial Stability Oversight Council reportedly set to cite the industry as a potential source of market vulnerability. The companies have seen assets quadruple to over $400B since 2009, but Annaly (NLY) CEO Wellington Denahan notes their capital bases have risen as well. A Two Harbors (TWO) presentation (page 8) shows mREITs are relatively small players in the MBS market. Maybe the Fed and the GSEs just don't like the competition. Annaly and American Capital (AGNC) are the 2 biggest mREITs, with Two Harbors a distant 3rd. 42 Comments [Financials]
Wednesday, April 17, 1:01 PM Often a spot to hide during big selloffs, mortgage REITs (MORT -2.3%) slide sharply as well, particularly the hybrids (exposed to credit risk through non-agency MBS holdings). IVR -2.3%, TWO -3.3%, DX -2.5%. The sector giants: NLY -2.2%, AGNC -1.3%. One trader reminds mREITs are small caps and the Russell 2000 (IWM -2.2%) has been particularly hard hit of late. The 10-15% yields offer a nice palliative. 2 Comments [Financials, On the Move]
Friday, April 5, 10:10 AM Outperforming today (and one wonders why they aren't green) are the mortgage REITs, as the weak jobs number sends bond yields lower, and - presumably - their book values higher. NLY -0.6%, AGNC -0.8%, ARR -0.5%. CIM, CYS, and JMI just poke into positive territory. MORT -0.9%. 10 Comments [Financials]
Thursday, March 28, 8:25 AM The explosion in assets at mREITs may pose risks, but not all of mortgage investors are created alike. Gary Kain's (AGNC) assembled an all-star team of his former Freddie Mac colleagues used to dealing with far larger amounts of assets, but "others have no business having a balance sheet that big," says Compass Point's Jason Stewart. Armour Residential (ARR) is "pushing the limit of what their infrastructure can support." 15 Comments [Financials]
Monday, March 25, 9:50 AM iShares Mortgage REIT Capped ETF (REM) announces quarterly distribution of $0.4329. 12-month yield of 11.24% (as of 02/28/2013). For shareholders of record Mar. 27. Payable Apr. 01. Ex-div date Mar. 25. Comment! [Dividends]
Friday, March 22, 1:05 PM The mREITs are back in favor after the Fed's QE∞ hit interest margins in Q4. A widening yield curve helps, but managements weren't powerless either. Share buybacks below book and altered business plans - Annaly's purchase of CreXus for one, others upping exposure to non-agency RMBS another - are sitting well with investors. Up 2.1% today, NLY is trading above book for the first time in a long time. 2 Comments [Financials, On the Move]
Tuesday, February 19, 10:50 AM A "strategic shift" is afoot at the mortgage REITs, says Wunderlich's Merrill Ross, as the gorilla in agency MBS (the Fed) has some looking at assets like commercial mortgages and private label securitizations. Exhibit A is Annaly's (NLY) purchase of CreXus (CXS). "It's like the Yankees saying they are going to diversity out of baseball," says Jefferies' wary Daniel Furtado. 11 Comments [Financials]
Friday, February 15, 3:46 PM Mortgage REIT Orchid Island Capital (ORC) trades at $14.70 after its IPO last night at $15. The experience is similar to other mREIT IPOs - priced at book value and then a selloff in the first day of trade. The company is an agency MBS investor managed by Bimini (BMNK.PK) - a formerly-listed, now OTC-traded mREIT. Comment! [Financials]

Hillbilly Stock Star
$REM,.....sold 1/2 bought $NOG, Long.
Mar 27, 2:42 PM
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The Complete Dividend Plan: Hanging on 2 REM. We R years away from FED playing with rates. Those that know understand the economy and employment are very weak. Long REM
Mar 27, 4:30 PM
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Hillbilly Stock Star
$REM ,.....Thanks Leon, Long.
Mar 21, 10:50 AM
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Hillbilly Stock Star
$REM ,......Thanks Leon I needed an ez one! Long.
Mar 13, 10:08 PM
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Hillbilly Stock Star
$REM ,.....Long.
Mar 5, 2:24 PM
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O. Young Kwon
TANER Rotation Model (TRM) Momentum 3/4/2013 (Monday): (2-3) Shares NAREIT Mortgage ETF ($REM) iShares Silver ETF ($SLV) <c>
Mar 3, 10:12 AM
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O. Young Kwon: Click: http://seekingalpha.com/p/p9e3 For "The Daily TANER Momentum" <c>
Mar 3, 10:12 AM
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O. Young Kwon: (The numbers are terms in months.) For The TANER System and its four Models, read my article. Link:http://seekingalpha.com/a/hitr yk
Mar 3, 10:13 AM
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O. Young Kwon
TANER Rotation Model (TRM) Momentum 3/4/2013 (Monday): (2-3) <$EEM $XRT $XES> iShares NAREIT Mortgage ETF ($REM) iShares Silver ETF ($SLV)
Mar 3, 10:10 AM
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Hillbilly Stock Star
$REM ,.......Uncle Benny boosters! Long.
Feb 27, 10:09 AM
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Hillbilly Stock Star
$REM ,......hanging with Leon, Long.
Feb 19, 10:34 AM
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O. Young Kwon
TANER Rotation Model [TRM] Momentum 2/19/2013 (Tuesday) (1-2-3) <$IYH $KCE $REM $PCY> iShares DJ US Healthcare ETF ($IYH) <C>
Feb 19, 9:59 AM
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O. Young Kwon: Click: http://seekingalpha.com/p/p9e3 For "The Daily TANER Momentum" <c>
Feb 19, 10:01 AM
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O. Young Kwon: (The numbers are terms in months.) For The TANER System and its four Models, read my article. Link:http://seekingalpha.com/a/hitr yk
Feb 19, 10:01 AM
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O. Young Kwon
TANER Rotation Model [TRM] Momentum 2/19/2013 (Tuesday) (1-2-3) <@IYH $KCE $REM $PCY> iShares DJ US Healthcare ETF ($IYH) <C>
Feb 19, 9:58 AM
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LATEST REPLIES

Hillbilly Stock Star
$REM,.....sold 1/2 bought $NOG, Long.
Mar 27, 2:42 PM
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The Complete Dividend Plan: Hanging on 2 REM. We R years away from FED playing with rates. Those that know understand the economy and employment are very weak. Long REM
Mar 27, 4:30 PM
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O. Young Kwon
TANER Rotation Model (TRM) Momentum 3/4/2013 (Monday): (2-3) Shares NAREIT Mortgage ETF ($REM) iShares Silver ETF ($SLV) <c>
Mar 3, 10:12 AM
Reply (2)

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O. Young Kwon: Click: http://seekingalpha.com/p/p9e3 For "The Daily TANER Momentum" <c>
Mar 3, 10:12 AM
• !Report Abuse
O. Young Kwon: (The numbers are terms in months.) For The TANER System and its four Models, read my article. Link:http://seekingalpha.com/a/hitr yk
Mar 3, 10:13 AM
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O. Young Kwon
TANER Rotation Model [TRM] Momentum 2/19/2013 (Tuesday) (1-2-3) <$IYH $KCE $REM $PCY> iShares DJ US Healthcare ETF ($IYH) <C>
Feb 19, 9:59 AM
Reply (3)

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O. Young Kwon: Click: http://seekingalpha.com/p/p9e3 For "The Daily TANER Momentum" <c>
Feb 19, 10:01 AM
• !Report Abuse
O. Young Kwon: (The numbers are terms in months.) For The TANER System and its four Models, read my article. Link:http://seekingalpha.com/a/hitr yk
Feb 19, 10:01 AM
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O. Young Kwon
TANER Rotation Model [TRM] Momentum 11/5/2012 (Monday): (2-3) <REM RWR GDX> i Shares NAREIT Mortgage ETF(REM) <c>
11/4/12
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O. Young Kwon: Click: http://seekingalpha.com/p/p9e3 For "The Daily TANER Momentum" <c>
11/4/12
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O. Young Kwon: (The numbers are terms in months.) For The TANER System and its four Models, read my article. Link:http://seekingalpha.com/a/hitr yk
11/4/12
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O. Young Kwon
TANER Rotation Model [TRM] Momentum 10/30/2012 (Tuesday): (2) <CSJ VDC REM PSK RWR EDV> i Shares 1-3 Year Credit Bonds ETF(CSJ) <c>
10/29/12
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O. Young Kwon: Click: http://seekingalpha.com/p/p9e3 For "The Daily TANER Momentum" <c>
10/29/12
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O. Young Kwon: (The numbers are terms in months.) For The TANER System and its four Models, read my article. Link:http://seekingalpha.com/a/hitr yk
10/29/12
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O. Young Kwon
TANER Rotation Model [TRM] Momentum 10/22/2012 (Monday): (1-2) iShares NAREIT Mortgage (REM) <c>
10/22/12
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O. Young Kwon: Click: http://seekingalpha.com/p/p9e3 For "The Daily TANER Momentum" <c>
10/22/12
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O. Young Kwon: (The numbers are terms in months.) For The TANER System and its four Models, read my article. Link:http://seekingalpha.com/a/hitr yk
10/22/12
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bh5078350@live.com
I am a REIT fan and have holdings in AGNC, REM, CYS....How will Fed Statement 6/20/12 impact reits?
6/21/12
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Energysystems: I doubt it, they're not raising interest rates anytime soon.
6/21/12
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DaLatin: HELPS.Ben has much less hopium then SA happy day bulls.There bliders r so narrow they don't see the planet is slowing & the U6 rate @ 14.5%
6/21/12
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O. Young Kwon
Sector Rotation TANER Momentum (1-2-3) on 5/25/2012 (Monday): REM XOP SHY. yk
5/25/12
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O. Young Kwon: Not Monday, but Friday. yk
5/25/12
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O. Young Kwon
Sector Rotation TANER Momentum (1-2-3): iShares NA REIT (REM). Yield (11.93) yk
5/8/12
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Hillbilly Stock Star: VNQ........staying Long.
5/8/12
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O. Young Kwon: HSS. Good to hear you. Good luck. yk
5/8/12
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madav1138
REM great way to get all the best mREITs in one basket.
10/26/11
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Ocean Man: So you like to own the crappy ones along with the best in breed? And pay a fee to have them bundled?
10/26/11
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madav1138: Yeah, I am waiting for it to come back to me a bit more before I cash it out.
10/27/11
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madav1138
Like I was saying, REITs are good for the next 2 years, Fed can't do anything ANH, AGNC, NLY, REM, re-fi plan DOA and low rates garunteed
10/24/11
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Ocean Man: New foreclosures hitting the market is what's keeping prices down - too much supply. This is huge for increasing home values.
10/24/11
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madav1138: Yes, it needs to run its course, all the government is doing is letting it die an agonizing slow death.
10/24/11
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madav1138
Why has REM underperformed so badly?
10/23/11
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Hillbilly Stock Star: France & Germany a disappointing pair! LOL!.....http://bit.ly/onWVv5
10/23/11
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madav1138: My average cost of NLY is 17, bought ANH at 7, small positions, but lost big on REM, which has been a bummer, hold or dump it?
10/23/11
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REM iShares FTSE NAREIT Mortgage REITs Index ETF

REM

iShares FTSE NAREIT Mortgage REITs Index ETF