Annaly Capital: Set To Rise From Falling Rates (Archive)
Annaly is positioned to revive book value as falling rates restore net interest margins.
REIT
Medical Properties Trust: Beware Of Further Asset Quality Risks (Archive)
Hidden asset quality issues could trigger further impairments and pressure MPW’s balance sheet.
Office Properties: Consistently Outperforming Yet Bizarrely Undervalued (Archive)
Consistently outperforming office REIT peers yet trading at a bizarrely deep discount.
Buy Corporate Office Properties Trust To Benefit From War And Inflation (Archive)
Defense-focused office REIT poised to benefit from inflation, rate immunity, and rising military spend.