Why Credit Risk at Mortgage REITs Will Yield Outsized Returns
Patrick Harden submits:
You’ve no doubt seen the large number of opportunistic and/or distressed asset specialists enter the mortgage REIT market. Despite not having the burden of a sizable and underperforming legacy portfolio, I have avoided most of these new issues as both unproven and untested. My focus for outperformance in the mortgage REIT market is on seasoned companies in the sector who have slowly and strategically added credit risk as the financial crisis has subsided.
Investing, Long Term Investment, stock market | admin March 7, 2010
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