The BalancedInvestor Club

Reit Mortgage Industry Analysis

44 companies analyzed • Returns from -82.5% to +165.0% • Data through May 1, 2026

Company List (44 Results)

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Industry Performance

(44/44 companies)
2025-05-05 → 2026-05-01
Weighted Avg
+3.4%
Best
+165.0%
Worst
-82.5%
Returns Distribution
Top 5
1. RPT+165.0%2. ACRE+24.1%3. AGNC+22.2%4. NLY+17.0%5. MITT+16.6%
Bottom 5
1. RC-82.5%2. LFT-81.3%3. AFCG-67.9%4. KREF-37.6%5. SEVN-35.3%

RPT

+165.0%

Rithm Property Trust Inc.

ACRE

+24.1%

Ares Commercial Real Estate

AGNC

+22.2%

AGNC Investment Corp

NLY

+17.0%

Annaly Capital Management, Inc.

MITT

+16.6%

AG Mortgage Investment Trust Inc

ACR

+15.8%

Acres Commercial Realty Corp

ARI

+15.4%

Apollo Commercial Real Estate Finance Inc

CIM

+13.6%

Chimera Investment Corporation

IVR

+12.6%

Invesco Mortgage Capital Inc

DX

+11.0%

Dynex Capital Inc

BRSP

+10.4%

Brightspire Capital Inc

TRTX

+10.2%

TPG RE Finance Trust Inc

ARR

+9.2%

ARMOUR Residential REIT Inc

MFA

+4.7%

MFA Financial Inc

NREF

+4.3%

Nexpoint Real Estate Finance Inc

CMTG

+4.3%

Claros Mortgage Trust Inc

EFC

+2.6%

Ellington Financial Inc.

SACH

+2.0%

Sachem Capital Corp

AGNCM

+1.9%

AGNC Investment Corp

ORC

+1.8%

Orchid Island Capital Inc.

1–20 of 44
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Methodology

The Weighted Average return (+3.4%) 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, ACRE, AGNC, NLY, MITT, ACR, ARI, CIM, IVR, DX and 32 more...

Educational content · Not investment advice or recommendations

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