Two Harbors Investment Corp (TWO), Annaly Capital Management, Inc. (NLY), American Capital Agency Corp. (AGNC): 3 Things Every mREIT Investor Should Hear

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Navigating the noise

The biggest difference between Two Harbors and the other four mREITs mentioned here is the company’s comfort level in venturing outside of the agency MBS market (an action restricted to some extent at the other firms by their charters) and finding attractive risk-reward opportunities. Management appears to understand how to play the long game and protect shareholder equity and, ultimately, its ability to pass through dividends.

The article 3 Things Every mREIT Investor Should Hear originally appeared on Fool.com and is written by David Hanson.

David Hanson owns shares of Annaly Capital Management. The Motley Fool has no position in any of the stocks mentioned.

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