Portfolio of High-Yield Residential and Commercial Mortgage REITs

The following 12 real estate investment trusts (REITs) invest in mortgage loans, mortgage-backed securities, and other real estate-related debt investments.

12 Residential and Commercial Mortgage REITs

Stock Return & Price Chart


Dividend (Yield) &

Recent Dividends &
Growth Rate

Annaly Capital ManagementNLY$1.00 (10.62%)
Anworth Mortgage Asset CorporationANH$0.44 (11.73%)
Apollo Commercial Real Estate FinanceARI$1.84 (9.76%)
Blackstone Mortgage TrustBXMT$2.48 (7.01%)
Chimera InvestmentCIM$2.00 (10.26%)
Dynex CapitalDX$0.72 (4.46%)
Invesco Mortgage CapitalIVR$1.80 (11.00%)
MFA FinancialMFA$0.80 (11.22%)
New York Mortgage TrustNYMT$0.80 (13.22%)
PennyMac Mortgage Investment TrustPMT$1.88 (8.57%)
Starwood Property TrustSTWD$1.92 (8.25%)
Western Asset Mortgage CapitalWMC$1.24 (12.24%)
Dividend data from Quandl as of Aug-03-2019.

To inspect the performance of the Residential and Commercial Mortgage REITs portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Quandl.

The 7 stocks included in the portfolio computations are: NLY, ANH, BXMT, CIM, DX, MFA and NYMT. The current value of the portfolio assumes that $1,428.57 was invested (total of $10,000) in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends. The 5 stocks excluded from the portfolio computations because of insufficient price data are: ARI, IVR, PMT, STWD and WMC.

The current value of a $10,000 investment is $130,086. The percent return is 1,200.86%. The annualized return is 22.45%.

Return Summary for Residential and Commercial Mortgage REITs
Start DateAug-31-2009
Start Investment$5,823.93
End DateAug-16-2019
Current Value of Investment$75,761.34
Total Return1,200.86%
Annualized Return29.25%
Min DateAug-31-2009
Min Price$5,823.93
Max DateJul-31-2019
Max Price$76,711.25
# Values121
Number Returns7,260
Number Profitable Returns6,895
Percent Profitable Returns94.97%
Number Unprofitable Returns365
Percent Unprofitable Returns5.03%
Profitable to Unprofitable Returns Ratio18.89

NOTE: The stocks included in the tables and chart are representative of the industry. They are not recommendations.

Related Portfolios

High-Yield Real Estate Investment Trusts

Mortgage Investment Stocks Offer High Yields

Portfolio of Residential REITs

Portfolio of Triple-Net REITs