"The mortgage REITs look cheap now, just like closed-end bond funds look cheap… Prices are trading at about a 10% discount to book value. I think they represent value but I don’t think they’re going to go higher anytime soon…. I think I would focus on the agency REITs, I think they will outperform over a cycle." - in Wealth Daily
Related stocks: Annaly Capital Management (NLY)
Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.
