Wednesday, April 8, 2026
Private lending fears have spread far beyond the handful of companies that could be affected if there are actual problems with the $1.5 trillion that have been issued as private loans to corporations. It seems the contagion has spread to finance real estate investment trusts (REITs), which have nothing to do with private lending investments. […]
With artificial intelligence dominating investors’ thoughts, there is a constant search for investment ideas to profit from the AI boom. Recently, one of my newsletter subscribers asked me about data center real estate investment trusts (REITs). They do exist, but I have not heard any discussion about them in the general AI investing talk. With […]
When the coronavirus pandemic triggered a stock market crash in the first quarter of 2020, I added individual preferred stocks to the Dividend Hunter recommendations list for the first time. Now, more than five years since I first recommended an individual preferred stock, I am more convinced than ever that preferred stock investments—whether individual stocks […]
I am often asked about the two largest residential finance real estate investment trusts (REITs). The two REITs carry yields of 12% to 13%, which would interest any income-focused investors. Annaly Capital Management (NLY) has a market cap of $15 billion, and currently yields 12.6%. AGNC Investment Corp (AGNC) yields 13.8% and has a market […]
The Fed’s rapid increase in interest rates, starting in 2022 at nearly zero and peaking at more than 5%t in 2023, was hard on the business success of Arbor Realty Trust (ABR), and for its investors. Arbor Realty Trust primarily provides financing for multi-family property investors. Loans on these types of property investments almost always […]
I constantly preach that high-yield investments should be bought and owned for the yield, the cash income. The goal with high-yield investing should be to develop and grow a cash income stream. However, even in the high-yield world, opportunities arise to generate significant capital gains. Here are two stocks to consider. Over the last several […]
Rithm Capital (RITM), formerly New Residential Investments, has been in my Dividend Hunter portfolio since August 2014—eleven years now. A decade ago, the company was a straightforward finance real estate investment trust (REIT) with a unique portfolio of mortgage servicing rights (MSRs). Over the last six years, the company has evolved into a diversified alternative […]
Since the pandemic, Rithm Capital (RITM) has dramatically expanded its business operations; it now functions as a global asset manager. But, the market continues to price RITM as if it were still a narrowly focused finance REIT. Over the last few years, Rithm has expanded its business to offer a wide range of finance and […]
This is a REIT tale that I have a bit of trouble telling. My timing on a particular REIT was not good, and my subscribers missed out on a nice gain. However, there is a good lesson here – and it shows why REITs are undervalued right now. Let’s take a look at why now […]
Real estate investment trust (REIT) values are inversely sensitive to rising interest rates. With the Federal Reserve starting the most rapid rate increase trajectory in history two years ago, REIT values have fallen by about 35% over the same two years. With interest rates likely to stay higher for longer, what are the prospects for […]
