REM / REM And The Macro Credit Cycle

Mortgage rates have reached a 20-year-high, increasing borrowing costs in the real estate market. The iShares Mortgage Real Estate Capped ETF has a ho more_horizontal

Data extracted from all of VettaFi's digital properties from the data and analytics tool Explorer indicate that investor interest in real estate ETF more_horizontal

iShares Mortgage Real Estate Capped ETF invests in all major mortgage-based real estate investment trusts, and generates strong yields, averaging in d more_horizontal

REM is an ETF focusing specifically on Mortgage REITs. The fund has a long history of underperformance, and there is little reason to expect this to c more_horizontal

REM invests in mREITs that hold residential and commercial mortgages. I believe regional bank deposits are structurally unattractive vs. money center more_horizontal

Real estate earnings season kicks into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozen more_horizontal

REM is trading somewhat near levels when an unmitigated COVID-19 situation was being priced into the markets. While there might be a play in MBSs, REM more_horizontal

Recent price corrections have made the iShares Mortgage Real Estate Capped ETF (REM) appear attractive to many income-oriented investors. A 7%+ divide more_horizontal