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 (11.36%)
Anworth Mortgage Asset CorporationANH$0.40 (12.12%)
Apollo Commercial Real Estate FinanceARI$1.84 (9.60%)
Blackstone Mortgage TrustBXMT$2.48 (6.92%)
Chimera InvestmentCIM$2.00 (10.22%)
Dynex CapitalDX$0.60 (4.06%)
Invesco Mortgage CapitalIVR$1.80 (11.76%)
MFA FinancialMFA$0.80 (10.87%)
New York Mortgage TrustNYMT$0.80 (13.14%)
PennyMac Mortgage Investment TrustPMT$1.88 (8.46%)
Starwood Property TrustSTWD$1.92 (7.93%)
Western Asset Mortgage CapitalWMC$1.24 (12.85%)
Dividend data from Quandl as of Oct-01-2019.

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 $114,231. The percent return is 1,042.31%. The annualized return is 22.86%.

Return Summary for Residential and Commercial Mortgage REITs
Start DateOct-30-2009
Start Investment$6,858.91
End DateOct-17-2019
Current Value of Investment$78,349.68
Total Return1,042.31%
Annualized Return27.58%
Min DateOct-30-2009
Min Price$6,858.91
Max DateOct-17-2019
Max Price$78,349.68
# Values121
Number Returns7,260
Number Profitable Returns6,892
Percent Profitable Returns94.93%
Number Unprofitable Returns368
Percent Unprofitable Returns5.07%
Profitable to Unprofitable Returns Ratio18.73

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

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