The BalancedInvestor Club

Reit Mortgage Industry Analysis

46 companies analyzed • Returns from -104.3% to +137.0%

Company List (46 Results)

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Industry Performance

(46/46 companies)
2025-07-22 → 2026-07-20
Weighted Avg
-5.9%
Best
+137.0%
Worst
-104.3%
Returns Distribution
Top 5
1. RPT+137.0%2. TWO+17.3%3. NREF+15.9%4. AGNC+15.3%5. NLY+10.6%
Bottom 5
1. RC-104.3%2. LFT-98.0%3. ABR-85.6%4. GPMT-62.5%5. AFCG-57.3%

RPT

+137.0%

Rithm Property Trust Inc.

TWO

+17.3%

Two Harbors Investments Corp

NREF

+15.9%

Nexpoint Real Estate Finance Inc

AGNC

+15.3%

AGNC Investment Corp

NLY

+10.6%

Annaly Capital Management, Inc.

BRSP

+7.7%

Brightspire Capital Inc

IVR

+6.8%

Invesco Mortgage Capital Inc

TRTX

+5.3%

TPG RE Finance Trust Inc

DX

+3.2%

Dynex Capital Inc

EFC

+1.6%

Ellington Financial Inc.

AGNCN

+0.5%

AGNC Investment Corp.

AGNCZ

+0.4%

AGNC Investment Corp

NYMT

+0.0%

NYMT

AGNCL

-0.2%

AGNC Investment Corp

AGNCO

-0.6%

AGNC Investment Corp

AGNCM

-0.6%

AGNC Investment Corp

ACRE

-0.9%

Ares Commercial Real Estate

AGNCP

-1.1%

AGNC Investment Corp.

MFA

-1.4%

MFA Financial Inc

ARR

-1.8%

ARMOUR Residential REIT Inc

1–20 of 46
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Methodology

The Weighted Average return (-5.9%) is calculated using market capitalization as weights. This gives larger companies more influence on the average, providing a more market-representative view.

43 companies with market cap data included: RPT, TWO, NREF, AGNC, NLY, BRSP, IVR, TRTX, DX, EFC and 33 more...

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer