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MREIT Bottom Fishing Yesterday
Did some MREIT bottom fishing yesterday. All of these in equal $ amounts:
IMH NFI AHR AMC FBR (broker dealer-MREIT combined) RWT All of these were trading around BV at either a slight premium or discount to BV except for NFI which is at about 1.5 x BV. I am quite confident that NFI will pay out a hefty divy for the next 4 qtrs or so though. Didn't buy the MREITs like NLY that are more or less leveraged MBS bond funds IMO. When the Fed gets through that will be the time IMO. |
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