AGNC Investment Corp. (AGNCM)

US equity markets posted modest declines this past week after the Federal Reserve held rates steady and maintained its status quo "wait-and-see" approach, but acknowledged heightened inflation and lab...

US equity markets steadied this past week while bond markets rallied as investors parsed a surprisingly solid slate of economic data and a decent start to corporate earnings season. Early week gains w...

We live in a very challenging environment. Many REITs are facing severe headwinds. Don't buy just anything. Here are some of the worst REITs to buy today.

I recommended AGNCM and AGNCO preferred stocks roughly 2 years ago. The investment has achieved solid double-digit returns, outperforming the S&P500 with 40.7% and 33.4% total returns, respectively. A...

Floating rate preferreds, initially created in a zero interest rate environment, now yield around 10% due to the timing phenomenon and changes in interest rates. Key factors for analysis include compa...

Ahead of the April 2nd tariff unveiling, US equity markets were under renewed pressure this week on downbeat data showing a further dip in consumer confidence and hotter-than-expected PCE inflation. A...

While the S&P 500 and other major benchmarks entered "correction territory" this month for the first time since 2023, U.S. REITs have meaningfully outperformed the broader equity market since mid-Janu...

A bunch of mortgage REITs were severely overvalued. Now they are less overvalued. But some others are actually bargains. Tons of charts because images are fun. Ellington Financial's higher price-to-bo...

US equity markets remained under pressure this week as encouraging inflation data and a deal to avoid a government shutdown were offset by further tariff escalations and weak sentiment data. Markets s...

In Part 3 of our Earnings Recap, we present a sector-by-sector breakdown of the Losers of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Commerci...