AGNC Investment Corp. (AGNCN)
AGNCN Price and Sentiment
AGNCN Latest news
The Q3 reporting season is underway with most of the agency-focused mREIT sub-sector having reported already.
We're at the halfway point of another newsworthy real estate earnings season with roughly 75 REITs reporting third quarter results. We discuss the highlights and major developments thus far.
Many households are taking a strong beating from inflation. Bank accounts are offering negative returns, so are low-yield investments.
Like most publicly traded companies, the Q3 earnings results are underway. While mortgage REITs carry high dividend yields, investors need to look much deeper for analysis.
Annaly Capital achieved top FFO ranking, AG mortgage had the top analyst target upside, and The GEO Group top yield out of 350 U.S. REITs per YCharts data 8/17/21. Top-10 net-gainers OHI, GLPI, ABR, SPG, STWD, TWO, RWT, MPW, NNN, and NRZ ranged 14.6%-34.39% 8/17/21. Top-30 US Hi-FFO REITs (priced over $5) by yield represented 6 of 9 REIT Industries.
The Fed is asleep at the wheel, allowing inflation to run hot.
The agency MBS sector is experiencing strong tailwinds. AGNC proved they are taking advantage, hitting a home run at earnings.
Conditions are ideal for agency mREITs. The cost of debt is anchored at low rates, while mortgage rates are climbing.
New investors often have questions about our investment strategy. It's a great topic for investors to consider. We tailor our approach to each sector we invest in. For mortgage REITs, we invest for shorter periods and emphasize price-to-book ratios. Knowing how to set target ratios is important. Scott produces a great chart.