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The Case for Mortgage REITs in a Rising Rate Environment

The Case for Mortgage REITs in a Rising Rate Environment May 11, 2021 The looming threat of rising interest rates doesn’t have to be daunting when ETF investors embrace the phenomenon with funds like the If a fixed income investor wants maximum yield on safe haven Treasury notes, they have to go as far out on the yield curve as possible. This means leveraging duration risk to the hilt. Of course, there are alternatives. One is to seek alternate income sources like mortgage real estate investment trust (REITs). “If you’re looking for inflation-crushing income, give the mortgage REIT industry a good look,” a Kiplinger’s article said. “Unlike equity REITs, which are generally landlords with brick-and-mortar properties, mortgage REITs own leveraged portfolios of mortgages, mortgage-backed securities and other mortgage-related investments.”

Warren Buffett Warns of Substantial Inflation

May 5, 2021 Legendary investor and Berkshire Hathaway CEO/chairman Warren Buffett sees “substantial inflation” on the horizon, boosting the case for assets like the Gold, commodities, and Treasury inflation-protected securities (TIPS) are just a few ways to hedge against the rising tide of inflation. An ETF like VTIP can help investors hedge in this manner without having to purchase individual hedging components. “We are seeing very substantial inflation,” Buffett said at the conglomerate’s annual shareholder meeting this past weekend. “It’s very interesting. We are raising prices. People are raising prices to us and it’s being accepted.” “We’ve got nine homebuilders in addition to our manufacture housing and operation, which is the largest in the country. So we really do a lot of housing. The costs are just up, up, up. Steel costs, you know, just every day they’re going up,” the legendary investor added.

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