Colony Capital Inc.

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  • uploads///Price NRZ SPY
    Company & Industry Overviews

    Mortgage REITs Rose among the Volatile Market

    The week ending December 24, 2015, reaped positive results for all of the mortgage REITs. The VanEck Vectors ETF Trust (MORT) ended with returns of 6.1%.

    By Steve Sage
  • uploads///FHFA House Price Index
    Macroeconomic Analysis

    US Home Prices Rise 5.1% Year-over-Year

    In January 2015, home prices grew 0.3% month-over-month, up 5.1% year-over-year. Prices are now within 3.5% of their April 2007 peak.

    By Brent Nyitray, CFA, MBA
  • uploads///FHFA House Price Index
    Company & Industry Overviews

    Home Prices Keep Climbing, and Here’s What It Means

    The latest Existing Home Sales report shows available inventory at 4.7 months and a market that’s tilted heavily in favor of sellers.

    By Brent Nyitray, CFA, MBA
  • uploads///Fannie Mae Attitudes about housing go up
    Company & Industry Overviews

    Consumers Are Tempering Their Bullishness on Real Estate Prices

    Rising real estate prices can be positive for non-agency REITs. However, they can be negative for agency REITs.

    By Brent Nyitray, CFA, MBA
  • uploads///bxmt pe
    Earnings Report

    How Does Blackstone Mortgage Trust Compare to Its Peers?

    Peers have outperformed Blackstone Mortgage based on PBV, but Blackstone is ahead of its peers based on PE. ETFs have outperformed Blackstone based on PE, but Blackstone is ahead based on price movement and PBV.

    By Gabriel Kane
  • uploads///price_ADR
    Macroeconomic Analysis

    Turmoil in China’s Stock Exchange Wreaks Havoc on REITs

    China’s stock exchange wreaked havoc on the global economy for the week ended January 8, 2016. The REITs market saw a severe downturn during the week.

    By Steve Sage
  • uploads///FHFA House Price Index
    Miscellaneous

    How Does a Tight Inventory Affect Home Prices?

    Prices continue to climb In February 2016, the FHFA (Federal Housing Finance Agency) reported that home prices grew 0.4% month-over-month and 5.6% year-over-year. Home prices have eclipsed their April 2007 peak and are hitting new highs. A tight real estate market is driving prices higher. The latest Existing Home Sales report shows available inventory at 4.5 […]

    By Brent Nyitray, CFA, MBA
  • uploads///bxmt pm
    Earnings Report

    Blackstone Mortgage’s Net Income and EPS Rose in 3Q15

    Blackstone Mortgage reported net income from loans and other investments of $87.0 million in 3Q15, an increase of 74.6%. Net income and EPS increased to $67.8 million and $0.72, respectively.

    By Gabriel Kane
  • uploads///NLY dividend
    Earnings Report

    Annaly Capital Reported a Drop in Its Earnings for 2Q16

    Annaly Capital reported core earnings of $0.29 per share in 2Q16. Wall Street analysts expected $0.29 per share—earnings were in line with the expectations.

    By Brent Nyitray, CFA, MBA
  • uploads///FHFA House Price Index
    Financials

    Who Benefits from Climbing Home Prices?

    In May 2016, the FHFA (Federal Housing Finance Agency) reported that house prices rose by 0.2% month-over-month and 5.6% year-over-year.

    By Brent Nyitray, CFA, MBA
  • uploads///Fannie Mae Attitudes about housing go up
    Real Estate

    Fannie Mae’s survey – real estate prices are expected to increase

    Over the past year, the percentage of people who think home prices will increase grew from 43% to 49%. Month-over-month, this number was up 3%.

    By Brent Nyitray, CFA, MBA
  • uploads///NLY leverage
    Earnings Report

    Annaly Capital Maintained Its Leverage in 2Q16

    Annaly Capital ended 2Q16 at 5.3x leverage—flat with the first quarter. It’s still less than the 6.3x ratio it operated with before the taper tantrum.

    By Brent Nyitray, CFA, MBA
  • uploads///FHFA HPI Geographic
    Financials

    Real Estate Market Hot in the West, Cold in the Northeast

    Home prices in the Pacific and Mountain states have outperformed prices in the rest of the country over the past two years.

    By Brent Nyitray, CFA, MBA
  • uploads///FHFA HPI Geographic
    Company & Industry Overviews

    Home Prices Dropped in a Quarter of States in 1Q16

    From March 2015 to March 2016, the Pacific states took the lead with home price appreciation of 9.5%, followed by the Mountain states with a gain of 8.5%.

    By Brent Nyitray, CFA, MBA
  • uploads///NLY leverage
    Earnings Report

    Why Annaly Capital Boosted Its Leverage in the First Quarter

    Both Annaly Capital (NLY) and American Capital Agency (AGNC) went into 2016 carrying lower leverage than they have historically.

    By Brent Nyitray, CFA, MBA
  • uploads///FHFA House Price Index
    Macroeconomic Analysis

    Tight Inventory Continues to Drive House Prices Higher

    In January 2016, the FHFA reported that house prices grew 0.5% month-over-month. The prices rose by 6% year-over-year. They’re higher than the peak in April 2007.

    By Brent Nyitray, CFA, MBA
  • uploads///FHFA House Price Index
    Macroeconomic Analysis

    Why House Prices Have Hit a New Record

    In December 2015, the FHFA reported that house prices grew 0.4% month-over-month, rising by 5.2% year-over-year.

    By Brent Nyitray, CFA, MBA
  • uploads///Unemployment rate LT
    Macroeconomic Analysis

    The Unemployment Rate Falls as the Labor Force Shrinks

    The unemployment rate ticked down 0.2% to 5.3% in June, or ~8.3 million people. The underemployment rate includes discouraged workers—people who want to work, but who have given up looking.

    By Brent Nyitray, CFA, MBA
  • uploads///Unemployment rate LT
    Macroeconomic Analysis

    Unemployment Ticks Down: Good News and Bad News for REITs

    Changing unemployment is a double-edged sword for REITs. Some bear credit risk, and an improving economy is good news. Others bear interest-rate risk, and they’re vulnerable to a hawkish Fed.

    By Brent Nyitray, CFA, MBA
  • uploads///FHFA HPI Geographic
    Macroeconomic Analysis

    The FHFA House Price Index shows geographical divergence

    The FHFA House Price Index breaks down home price appreciation by region and by state.

    By Brent Nyitray, CFA, MBA
  • uploads///FHFA House Price Index
    Macroeconomic Analysis

    The FHFA House Price Index increased in December

    The FHFA House Price Index only looks at houses with mortgages guaranteed by Fannie Mae and Freddie Mac.

    By Brent Nyitray, CFA, MBA
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