Save animals before it is too late
#FBRT
The massive beatdown in mortgage REITs and BDCs triggered a wave of upgrades on The REIT Forum. Read more on the REIT sector here.
Big unsustainable yield at a premium valuation. This share isn’t for investors, it’s for suckers.
Similar shares at different valuations are the basis for alpha. The research is so hard, it requires adding dividends or looking at a chart.
We own shares in all three picks. Up to 33% upside to book value. Dividends were steady. The only dividend reduction in the batch was less than 5%. Read more here.