Two Classes Of Mortgage REITs

Agency mortgage REITs duel to the dividend cut. There are 7 facing off. The top 3 are much better than the other 4. Valuations are important and awful. Deal with it.

Seeking Alpha • Dec 11, 2025

Capital Southwest: Q2 Earnings Warrants A Buy (Rating Upgrade)

Capital Southwest (CSWC) is upgraded to a buy as portfolio quality and management transparency drive improved risk-adjusted appeal. CSWC's non-accrual rate dropped to 1%, PIK income reliance declined, and new investment activity accelerated, supporting future growth. Despite net investment income slightly trailing distributions, management expresses high confidence in maintaining payouts, citing $1.13/share in undistributed taxable income.

Seeking Alpha • Dec 10, 2025

Capital Southwest: A Safe 11.7% Dividend Yield For 2026 Paid Monthly

Capital Southwest is covering its base dividend yield by 105% and held undistributed taxable income came in at $1.13 per share at the end of its recent second quarter. The BDC is paying out a safe 11.7% dividend yield, with NAV per share seeing growth sequentially during the recent second quarter. CSWC's loans on non-accrual status represented around 1% of its investment portfolio at fair value, with PIK income as a percentage of total investment income decreasing to 4.9%.

Seeking Alpha • Dec 9, 2025

Capital Southwest Corporation Announces the Promotion of Grant Eason to Managing Director

DALLAS, Dec. 09, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest,” or the “Company”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses is pleased to announce the promotion of Grant Eason to Managing Director.

GlobeNewsWire • Dec 9, 2025

The Most Viable 10% Yielding Retirement Portfolio I've Ever Designed

Most 10% yielding portfolios inevitably crash and burn. However, there is a path to achieving a potentially sustainable 10% yielding portfolio. I share how it possibly can be done.

Seeking Alpha • Nov 21, 2025

Capital Southwest Announces Monthly Regular Dividends for the Quarter Ending March 31, 2026 and Quarterly Supplemental Dividend Payable on March 31, 2026

DALLAS, Nov. 19, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest” or the “Company”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce that its Board of Directors has declared monthly regular dividends of $0.1934 per share for each of January, February and March 2026 and a quarterly supplemental dividend of $0.06 per share payable in March 2026, each of which is detailed in the table below. The Company's regular monthly dividends for the quarter ending March 31, 2026 will be payable as follows: Declared Ex-Dividend Date Record Date Payment Date Amount Per Share 11/19/2025 1/15/2026 1/15/2026 1/30/2026 $0.1934 11/19/2025 2/13/2026 2/13/2026 2/27/2026 $0.1934 11/19/2025 3/13/2026 3/13/2026 3/31/2026 $0.1934 The Company's quarterly supplemental dividend for the quarter ending March 31, 2026 will be payable as follows: Declared Ex-Dividend Date Record Date Payment Date Amount Per Share 11/19/2025 3/13/2026 3/13/2026 3/31/2026 $0.06 Total Regular Dividends per Share for Quarter Ending March 31, 2026: $ 0.58 Total Supplemental Dividend per Share for Quarter Ending March 31, 2026: $ 0.06 Total Dividends per Share for Quarter Ending March 31, 2026: $ 0.64 When declaring dividends, the Board of Directors reviews estimates of taxable income available for distribution, which may differ from net investment income under generally accepted accounting principles.

GlobeNewsWire • Nov 19, 2025

Don't Bury BDC Dividends Just Yet

The Fed's dovishness has been the key driver for the BDC sell-off. The idea is that lower interest rates should lead to lower dividends (i.e., BDCs cutting their dividend across the board). While it is a process that takes time, the current data show that many BDCs are well-positioned to safeguard their existing dividends.

Seeking Alpha • Nov 17, 2025

Undercovered Dozen: Power Solutions, USA Rare Earth, Archer Aviation And More

The Undercovered Dozen highlights 12 lesser-followed stocks and ETFs, offering fresh investment ideas and sparking community discussion on Seeking Alpha. This week's edition covers articles published between Nov. 7 and Nov. 13, offering fresh investment ideas. Ratings range from strong buy (ACHR, VICI, PSEC) to hold (JEPQ, MSTY) and sell (EOSE, VGT, XLK), with detailed justifications based on valuation, yield, and growth prospects.

Seeking Alpha • Nov 14, 2025

Capital Southwest: The One BDC I Think Could Avoid A Dividend Cut

Capital Southwest stands out among business development companies for its strong fundamentals, robust liquidity, and healthy balance sheet despite sector headwinds. CSWC's latest earnings beat estimates, with net investment income comfortably covering the dividend and portfolio growth supporting top-line gains. The BDC's low leverage, well-staggered debt maturities, and significant equity investments provide flexibility to withstand potential interest rate cuts.

Seeking Alpha • Nov 12, 2025

The Best REIT, BDC, And MLP To Retire On

Discover the 3 dividend-paying powerhouses I'd trust to fund a lifetime of passive income. These high-yield investments combine safety, growth, and tax efficiency like few others. Learn why I believe these picks could anchor a durable dividend retirement portfolio.

Seeking Alpha • Nov 12, 2025