If You Are Considering Mortgage REITs, You Must Read This

A Silver Lining To This Black Swan

07:01am, Thursday, 31'st Dec 2020
I do think it's important to recognize the good that happened in 2020. There was a lot of bad – a lot of horrible, even – but there were some stories worth smiling over too.
NEW YORK--(BUSINESS WIRE)--Ladder Capital Corp (“Ladder” or the “Company”) (NYSE: LADR) announced that an affiliate of Koch Real Estate Investments, LLC exercised its option to invest $32 mill

A Ladder Of Opportunity

01:19pm, Saturday, 26'th Dec 2020
We authored our last piece on Ladder Capital within 24 hours of the release of Q3 results. The Ladder position within the Durable Income Portfolio has returned an average of 40.7% annually.
NEW YORK--(BUSINESS WIRE)--Ladder Capital Corp (“Ladder” or the “Company”) (NYSE: LADR) today announced the declaration by its Board of Directors of a fourth quarter 2020 dividend of $0.20 per
This has been a year of the have and have-nots for sure. The S&P 500 is up about 12% year to date.

Ladder Capital: Squeezing Water From Stone

07:00am, Monday, 02'nd Nov 2020
Ladder's valuation is being pushed and pulled by competing market forces. Its peers are in the same bucket. As the largest internally managed commercial mREIT, however, Ladder is unique. Q3 earnings w
Ladder Capital Corp. (LADR) CEO Brian Harris on Q3 2020 Results - Earnings Call Transcript
It's “the blue chips that set the standards by which all others should be measured." The term should signify excellence, including a conservatively intelligent dividend policy.
We believe that the REIT market currently offers generational buying opportunities with high yield and significant upside potential. Mortgage REITs and mall REITs have rarely been so opportunistic. Ma

What Goes Up Must Come Down

09:00am, Saturday, 12'th Sep 2020
The tech-wreck dragged on as U.S. equity markets declined for the second-straight week after Congress failed to reach a compromise on a renewed stimulus package and after a potential vaccine setback.
Buy Low, sell high starts with buying low. But you don't get to do that with a firm like Ladder Capital unless something has gone wrong.
The housing market has surprised many by being very active, with house prices increasing in July. Low interest rates and an aggressive Fed can be thanked.
Retail Value Inc. again showed top-broker estimated-net gains of 143.49%, while FibraHotel had the top yield (at a sub$1 price) out of 350 U.S.

Mortgage REITs: Earnings Recap

10:20am, Thursday, 13'th Aug 2020
Mortgage REIT earnings season wrapped up this week. As with their Equity REIT peers, earnings reports were generally better-than-expected.
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