real asset advisory

Top 10 US Mortgage (m)REIT STOCK Performers – YTD as per Sep 30, 2024

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Top 10 mREIT YTD Stock Performers Sep 30, 2024

  • Stock Value Increase Top 10 Avg 24.77 %
  • Stock Value Increase INDEX 4.03 %
  • Top 10 Weight off Index 25.90 %
  • Fwd. Annual Dividend Yield Avg 11.83 %
  • Top 10 mREIT Market Cap USD 16 bn (26% Index Value out of USD 62 bn)

Description

Top 10 US Mortgage REITs STOCK Performers YTD Sep 30 2024: averaged at 24.77%

Index Stock Performers for this period, all 37 components: averaged at 4.03%

Despite the Ups and Downs we saw in almost every asset class during the last 12 month, mREIT performance still holding up against volatility seen in many other indices. Especially even when compared to the same period of time of the previous year.

US mREITs are part of high performing, non volatile Asset Class and as such to be classified as Asset Backet Securities. Real Assets are the way to go (or to invest) for long term growth and performance. Especially if the investor maintains a buy-and-hold mindset, targeted to long term stable investments … and to high dividend yields.

Mortgage REITs (mREITS) provide financing for income-producing real estate by purchasing or originating mortgages and mortgage-backed securities (MBS) and earning income from the interest on these investments.

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