The Balanced Investor Club

Reit Mortgage Industry Analysis

44 companies analyzed • Returns from -115.8% to +151.9% • Data through Mar 19, 2026

Company List (44 Results)

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Industry Performance

(44/44 companies)
2025-03-21 → 2026-03-19
Weighted Avg
-8.9%
Best
+151.9%
Worst
-115.8%
Returns Distribution
Top 5
1. RPT+151.9%2. ARI+5.5%3. AGNC+1.2%4. NLY+1.2%5. MITT+0.5%
Bottom 5
1. RC-115.8%2. AFCG-84.5%3. LFT-78.6%4. GPMT-64.5%5. CMTG-61.9%

RPT

+151.9%

Rithm Property Trust Inc.

ARI

+5.5%

Apollo Commercial Real Estate Finance Inc

AGNC

+1.2%

AGNC Investment Corp

NLY

+1.2%

Annaly Capital Management, Inc.

MITT

+0.5%

AG Mortgage Investment Trust Inc

AGNCL

-1.3%

AGNC Investment Corp

ACRE

-1.3%

Ares Commercial Real Estate

AGNCO

-2.0%

AGNC Investment Corp

AGNCP

-2.5%

AGNC Investment Corp.

AGNCN

-2.7%

AGNC Investment Corp.

CIM

-2.9%

Chimera Investment Corporation

AGNCM

-3.0%

AGNC Investment Corp

TRTX

-5.2%

TPG RE Finance Trust Inc

BRSP

-5.6%

Brightspire Capital Inc

RWT

-7.1%

Redwood Trust Inc

IVR

-7.1%

Invesco Mortgage Capital Inc

DX

-8.0%

Dynex Capital Inc

BXMT

-8.8%

Blackstone Mortgage Trust Inc

MFA

-9.6%

MFA Financial Inc

ARR

-11.2%

ARMOUR Residential REIT Inc

1–20 of 44
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Methodology

The Weighted Average return (-8.9%) is calculated using market capitalization as weights. This gives larger companies more influence on the average, providing a more market-representative view.

42 companies with market cap data included: RPT, ARI, AGNC, NLY, MITT, ACRE, AGNCP, AGNCN, CIM, AGNCM and 32 more...

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